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How to connect Cloze and Converter
Create a New Scenario to Connect Cloze and Converter
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 Converter will be your first step. To do this, click "Choose an app," find Cloze or Converter, 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 Converter Node
Next, click the plus (+) icon on the Cloze node, select Converter from the list of available apps, and choose the action you need from the list of nodes within Converter.
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Authenticate Converter
Now, click the Converter node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Converter settings. Authentication allows you to use Converter through Latenode.
Configure the Cloze and Converter 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 Converter 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Converter, 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 Converter integration works as expected. Depending on your setup, data should flow between Cloze and Converter (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 Converter
Cloze + Converter + Google Sheets: When a communication record is added in Cloze, its details are extracted. Converter then converts relevant parts into a standardized format, and finally, Google Sheets logs this converted data into a spreadsheet for analysis and tracking communication metrics.
Converter + Cloze + Slack: When lead data is received, Converter transforms it into the required format for Cloze. This formatted data is then used to create or update a person's record in Cloze. Finally, Slack sends a message to a designated channel, announcing the new or updated contact, informing the sales team about lead updates.
Cloze and Converter 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 Converter
Need to standardize file formats? Integrate Converter in Latenode to automatically transform documents as part of any workflow. Convert PDFs to text, images to vector graphics, and more. Automate data entry, content repurposing, or reporting pipelines with no-code ease and JavaScript customization. Stop juggling formats manually.
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FAQ Cloze and Converter
How can I connect my Cloze account to Converter using Latenode?
To connect your Cloze account to Converter 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 Converter accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from converted files?
Yes, you can! Latenode automates contact updates in Cloze from Converter. Save time, eliminate manual data entry, and ensure your contact information stays accurate and up-to-date.
What types of tasks can I perform by integrating Cloze with Converter?
Integrating Cloze with Converter allows you to perform various tasks, including:
- Convert leads' documents and update Cloze profiles with key data.
- Automatically add new converted leads to your Cloze contact list.
- Trigger follow-up sequences in Cloze based on file conversion status.
- Parse contact details from documents and create Cloze opportunities.
- Archive converted documents within Cloze as reference materials.
Can I use custom JavaScript with Cloze inside Latenode?
Yes! Latenode allows custom JavaScript for advanced Cloze workflows, enabling flexible, tailored data processing beyond simple no-code connections.
Are there any limitations to the Cloze and Converter integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Cloze and Converter APIs may impact high-volume workflows.
- Complex document structures in Converter might require advanced parsing logic.
- Custom fields in Cloze must be correctly mapped for data synchronization.
