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How to connect Cloze and Formaloo
Create a New Scenario to Connect Cloze and Formaloo
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 Formaloo will be your first step. To do this, click "Choose an app," find Cloze or Formaloo, 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 Formaloo Node
Next, click the plus (+) icon on the Cloze node, select Formaloo from the list of available apps, and choose the action you need from the list of nodes within Formaloo.
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Authenticate Formaloo
Now, click the Formaloo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formaloo settings. Authentication allows you to use Formaloo through Latenode.
Configure the Cloze and Formaloo 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 Formaloo 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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Formaloo
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Formaloo, 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 Formaloo integration works as expected. Depending on your setup, data should flow between Cloze and Formaloo (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 Formaloo
Cloze + Formaloo + Slack: When a deal is closed in Cloze, the client's information is added as a new row in Formaloo. Subsequently, a congratulatory message is sent to the client via Slack.
Formaloo + Cloze + Google Sheets: When a new lead entry is submitted through Formaloo, it updates the corresponding contact in Cloze, and the data from the new entry is recorded in Google Sheets for analysis.
Cloze and Formaloo 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 Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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See how Latenode works
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FAQ Cloze and Formaloo
How can I connect my Cloze account to Formaloo using Latenode?
To connect your Cloze account to Formaloo 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 Formaloo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Cloze actions from new Formaloo submissions?
Yes, you can! Latenode lets you trigger Cloze actions based on new Formaloo entries, like creating new leads, ensuring prompt follow-up for every response.
What types of tasks can I perform by integrating Cloze with Formaloo?
Integrating Cloze with Formaloo allows you to perform various tasks, including:
- Automatically create new Cloze leads from Formaloo form submissions.
- Update Cloze contact information based on Formaloo data entries.
- Trigger personalized email sequences in Cloze based on Formaloo responses.
- Create Cloze tasks when specific criteria are met in Formaloo entries.
- Analyze Formaloo data and automatically segment contacts in Cloze.
How secure is my Cloze data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, ensuring your Cloze data remains protected during integration processes.
Are there any limitations to the Cloze and Formaloo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by Cloze and Formaloo may affect high-volume workflows.
- Certain advanced Formaloo logic features may not be directly translatable to Cloze.
