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How to connect Cloze and Confluence
Create a New Scenario to Connect Cloze and Confluence
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Confluence will be your first step. To do this, click "Choose an app," find Cloze or Confluence, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Confluence Node
Next, click the plus (+) icon on the Cloze node, select Confluence from the list of available apps, and choose the action you need from the list of nodes within Confluence.
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Authenticate Confluence
Now, click the Confluence node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Confluence settings. Authentication allows you to use Confluence through Latenode.
Configure the Cloze and Confluence Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Cloze and Confluence Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Cloze, Confluence, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Cloze and Confluence integration works as expected. Depending on your setup, data should flow between Cloze and Confluence (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cloze and Confluence
Cloze + Confluence + Slack: When a deal's project stage changes in Cloze, a page is created or updated in Confluence to document the updates. A message is then sent to a Slack channel to notify the team.
Cloze + Confluence + Jira: When a project is updated in Cloze, a page is updated in Confluence to document the deal. Subsequently, a Jira ticket is created to track the project's progress and any related issues.
Cloze and Confluence integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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About Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
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FAQ Cloze and Confluence
How can I connect my Cloze account to Confluence using Latenode?
To connect your Cloze account to Confluence on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Confluence accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Confluence pages from new Cloze deals?
Yes, you can! Latenode lets you automate page creation based on deal stages. Benefit from immediate documentation and shared team updates, triggered by Cloze deal progress.
What types of tasks can I perform by integrating Cloze with Confluence?
Integrating Cloze with Confluence allows you to perform various tasks, including:
- Automatically generating project documentation from Cloze deals.
- Creating Confluence task lists based on new Cloze opportunities.
- Updating Confluence pages when a Cloze deal reaches a specific stage.
- Populating Confluence meeting notes with Cloze contact information.
- Syncing Cloze customer data to create a centralized Confluence knowledge base.
Can I use JavaScript code with Cloze and Confluence in Latenode?
Yes, you can use JavaScript to manipulate data between Cloze and Confluence. Latenode lets you add custom logic and complex data transformations easily.
Are there any limitations to the Cloze and Confluence integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Confluence formatting may require custom JavaScript implementation.
- API rate limits for Cloze and Confluence still apply within Latenode.
- Initial setup requires familiarity with both Cloze and Confluence APIs.
