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How to connect Cloze and Fauna
Create a New Scenario to Connect Cloze and Fauna
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 Fauna will be your first step. To do this, click "Choose an app," find Cloze or Fauna, 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 Fauna Node
Next, click the plus (+) icon on the Cloze node, select Fauna from the list of available apps, and choose the action you need from the list of nodes within Fauna.
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Authenticate Fauna
Now, click the Fauna node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fauna settings. Authentication allows you to use Fauna through Latenode.
Configure the Cloze and Fauna 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 Fauna 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, Fauna, 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 Fauna integration works as expected. Depending on your setup, data should flow between Cloze and Fauna (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 Fauna
Cloze + Fauna + Slack: When a deal closes in Cloze, the automation updates the customer data in Fauna using an FQL query and then sends a notification to the sales team in Slack via a public channel message.
Fauna + Cloze + Google Sheets: When a document is added or removed in a Fauna collection, the corresponding customer information in Cloze is updated, and the changes are logged in Google Sheets by adding a new row.
Cloze and Fauna 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 Fauna
Use Fauna in Latenode to build scalable, globally distributed data workflows. Automate user authentication or financial data handling with Fauna's ACID compliance. Integrate it into visual flows for real-time updates and simplified data consistency across all your connected apps.
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FAQ Cloze and Fauna
How can I connect my Cloze account to Fauna using Latenode?
To connect your Cloze account to Fauna 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 Fauna accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically back up Cloze contacts to Fauna?
Yes, you can! Latenode's visual editor simplifies data backups from Cloze to Fauna. Secure your contact data effortlessly, leveraging Latenode’s reliability.
What types of tasks can I perform by integrating Cloze with Fauna?
Integrating Cloze with Fauna allows you to perform various tasks, including:
- Create new Fauna records whenever new contacts are added in Cloze.
- Update Fauna entries when contact details change within Cloze.
- Synchronize contact information bi-directionally between Cloze and Fauna.
- Trigger custom notifications based on Cloze deal stage changes in Fauna.
- Archive historical Cloze data into Fauna for long-term data analysis.
How does Latenode enhance Cloze's data management capabilities?
Latenode enables advanced data handling with Cloze, adding custom logic, AI steps, and database integration that Cloze lacks natively.
Are there any limitations to the Cloze and Fauna integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both services.
- Initial setup requires understanding of both Cloze and Fauna data structures.
