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Automatically generate PDF reports from Cloze data using ConvertAPI. Latenode’s visual editor makes setup simple, while affordable execution-based pricing allows you to scale your reporting without breaking the bank.
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Create a New Scenario to Connect Cloze and ConvertAPI
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 ConvertAPI will be your first step. To do this, click "Choose an app," find Cloze or ConvertAPI, 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.
Cloze
Add the ConvertAPI Node
Next, click the plus (+) icon on the Cloze node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.
Cloze
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ConvertAPI
Authenticate ConvertAPI
Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.
Configure the Cloze and ConvertAPI 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 ConvertAPI Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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ConvertAPI
Trigger on Webhook
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Cloze
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, ConvertAPI, 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 ConvertAPI integration works as expected. Depending on your setup, data should flow between Cloze and ConvertAPI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + ConvertAPI + Google Drive: When a project changes in Cloze, a file is converted using ConvertAPI, and then saved to Google Drive.
ConvertAPI + Cloze + Slack: When a file is converted using ConvertAPI and a person is changed in Cloze, send a message in Slack.
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 ConvertAPI
Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.
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How can I connect my Cloze account to ConvertAPI using Latenode?
To connect your Cloze account to ConvertAPI on Latenode, follow these steps:
Can I automatically convert Cloze attachments to PDF?
Yes, you can! Latenode automates document conversion whenever a new file is added to Cloze, using ConvertAPI. This saves time and ensures standardized file formats for all your contacts.
What types of tasks can I perform by integrating Cloze with ConvertAPI?
Integrating Cloze with ConvertAPI allows you to perform various tasks, including:
Can I use JavaScript to enhance my ClozeConvertAPI workflows?
Yes! Latenode supports JavaScript blocks, letting you manipulate data and add custom logic beyond the no-code blocks for advanced workflows.
Are there any limitations to the Cloze and ConvertAPI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: