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How to connect Cloze and Docparser
Create a New Scenario to Connect Cloze and Docparser
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 Docparser will be your first step. To do this, click "Choose an app," find Cloze or Docparser, 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 Docparser Node
Next, click the plus (+) icon on the Cloze node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
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Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the Cloze and Docparser 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 Docparser 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, Docparser, 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 Docparser integration works as expected. Depending on your setup, data should flow between Cloze and Docparser (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 Docparser
Docparser + Cloze + Google Sheets: When a document is parsed in Docparser, the extracted data is used to create or update a person in Cloze and then saved to a Google Sheets spreadsheet for expense tracking.
Docparser + Cloze + Slack: When a document is parsed in Docparser, the contact details are extracted and used to update the contact information in Cloze. A notification with the updated contact details is then sent to a Slack channel.
Cloze and Docparser 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 Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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FAQ Cloze and Docparser
How can I connect my Cloze account to Docparser using Latenode?
To connect your Cloze account to Docparser 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 Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze leads from parsed invoices?
Yes, you can! Latenode lets you parse invoice data with Docparser and seamlessly update Cloze leads, saving you time and ensuring data accuracy thanks to our no-code data mapping.
What types of tasks can I perform by integrating Cloze with Docparser?
Integrating Cloze with Docparser allows you to perform various tasks, including:
- Automatically create new Cloze leads from parsed business card data.
- Update existing Cloze contacts with information extracted from parsed documents.
- Trigger Cloze activities based on specific data found in Docparser documents.
- Categorize and route parsed documents based on associated Cloze deal stages.
- Extract totals from invoices, updating deal values inside Cloze automatically.
How do I handle errors during Cloze data synchronization?
Latenode provides robust error handling and logging, allowing you to quickly identify and resolve any data synchronization issues with Cloze.
Are there any limitations to the Cloze and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- The number of documents parsed per month depends on your Docparser subscription plan.
- Complex data transformations may require JavaScript knowledge.
- Real-time data updates are subject to API rate limits of both Cloze and Docparser.
