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How to connect Cloze and Database
Create a New Scenario to Connect Cloze and Database
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 Database will be your first step. To do this, click "Choose an app," find Cloze or Database, 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 Database Node
Next, click the plus (+) icon on the Cloze node, select Database from the list of available apps, and choose the action you need from the list of nodes within Database.
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Authenticate Database
Now, click the Database node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Database settings. Authentication allows you to use Database through Latenode.
Configure the Cloze and Database 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 Database 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, Database, 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 Database integration works as expected. Depending on your setup, data should flow between Cloze and Database (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 Database
Cloze + Database + Slack: When a new contact is created or updated in Cloze, the contact's information is logged in a database. Then, a Slack message is sent to a designated channel to notify the team about the new or updated contact.
Database + Cloze + Google Sheets: When a contact's details are updated in the database, the corresponding contact in Cloze is updated accordingly. Then, the updated contact information is synced to a Google Sheet for reporting and tracking purposes.
Cloze and Database 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 Database
Use Database in Latenode to centralize data and build dynamic workflows. Pull data, update records, and trigger actions based on database changes. Automate inventory updates, CRM sync, or lead qualification, and orchestrate complex processes with custom logic, no-code tools, and efficient pay-per-use pricing.
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FAQ Cloze and Database
How can I connect my Cloze account to Database using Latenode?
To connect your Cloze account to Database 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 Database accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically back up new Cloze leads to Database?
Yes, you can! Latenode's visual editor makes it easy to automate lead backups. Benefit from secure, centralized data and custom data transformation using JavaScript steps.
What types of tasks can I perform by integrating Cloze with Database?
Integrating Cloze with Database allows you to perform various tasks, including:
- Create new database entries from updated Cloze contact information.
- Sync Cloze opportunity stages with corresponding database records.
- Generate custom reports by combining Cloze data with database analytics.
- Automatically update Cloze contacts based on database activity triggers.
- Archive closed Cloze deals into a database for long-term storage.
Can I use JavaScript to transform data between Cloze and Database?
Yes! Latenode allows full JavaScript control, enabling complex data transformations between Cloze and Database to meet your exact requirements.
Are there any limitations to the Cloze and Database integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Large data volumes might impact workflow execution time.
- API rate limits on Cloze and Database may affect sync frequency.
