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How to connect Cloze and CryptoPro
Create a New Scenario to Connect Cloze and CryptoPro
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 CryptoPro will be your first step. To do this, click "Choose an app," find Cloze or CryptoPro, 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 CryptoPro Node
Next, click the plus (+) icon on the Cloze node, select CryptoPro from the list of available apps, and choose the action you need from the list of nodes within CryptoPro.
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Authenticate CryptoPro
Now, click the CryptoPro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CryptoPro settings. Authentication allows you to use CryptoPro through Latenode.
Configure the Cloze and CryptoPro 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 CryptoPro 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, CryptoPro, 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 CryptoPro integration works as expected. Depending on your setup, data should flow between Cloze and CryptoPro (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 CryptoPro
Cloze + CryptoPro + Slack: When a project in Cloze reaches a deal-closed stage, the contract file is digitally signed using CryptoPro and a notification is sent to a Slack channel.
Cloze + CryptoPro + PandaDoc: When a project in Cloze reaches the 'contract' stage, a contract document is created from a template in PandaDoc. The created document also includes a digitally signed file using CryptoPro.
Cloze and CryptoPro 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 CryptoPro
Integrate CryptoPro with Latenode to automate document signing and verification. Securely manage digital signatures within your workflows, eliminating manual steps. Validate document authenticity automatically as part of onboarding, compliance checks, or contract management. Use Latenode's visual editor to build scalable, audit-ready processes.
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FAQ Cloze and CryptoPro
How can I connect my Cloze account to CryptoPro using Latenode?
To connect your Cloze account to CryptoPro 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 CryptoPro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log CryptoPro transactions in Cloze?
Yes, you can! Latenode allows automated logging of CryptoPro transactions directly into Cloze, ensuring your sales team has immediate access to client financial details. Drive efficiency and faster deals.
What types of tasks can I perform by integrating Cloze with CryptoPro?
Integrating Cloze with CryptoPro allows you to perform various tasks, including:
- Create new Cloze leads from verified CryptoPro transactions.
- Update Cloze contact details with CryptoPro profile information.
- Trigger CryptoPro payment requests when a Cloze deal reaches a specific stage.
- Automatically send invoices from CryptoPro upon Cloze deal closure.
- Synchronize customer data between Cloze and CryptoPro for unified records.
What Cloze data can I access within my Latenode workflows?
You can access contacts, leads, opportunities, and custom fields from Cloze. Use this data in automated workflows, enhanced with Latenode's JavaScript and AI.
Are there any limitations to the Cloze and CryptoPro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires familiarity with both Cloze and CryptoPro APIs.
- High transaction volumes in CryptoPro may impact workflow execution speed.
- Custom CryptoPro fields might need manual mapping during integration.
