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How to connect Cloze and Formsite
Create a New Scenario to Connect Cloze and Formsite
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 Formsite will be your first step. To do this, click "Choose an app," find Cloze or Formsite, 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 Formsite Node
Next, click the plus (+) icon on the Cloze node, select Formsite from the list of available apps, and choose the action you need from the list of nodes within Formsite.
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Authenticate Formsite
Now, click the Formsite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formsite settings. Authentication allows you to use Formsite through Latenode.
Configure the Cloze and Formsite 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 Formsite 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, Formsite, 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 Formsite integration works as expected. Depending on your setup, data should flow between Cloze and Formsite (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 Formsite
Formsite + Cloze + Google Sheets: When a new form result is submitted in Formsite, a new person is created or updated in Cloze, and the form data is added as a new row in a Google Sheet for analysis.
Formsite + Cloze + Slack: When a specific form is submitted in Formsite, the flow finds the contact in Cloze that matches the form information and sends a Slack message to a dedicated sales channel notifying them that the contact submitted the form.
Cloze and Formsite 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 Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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FAQ Cloze and Formsite
How can I connect my Cloze account to Formsite using Latenode?
To connect your Cloze account to Formsite 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 Formsite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from Formsite submissions?
Yes, you can! Latenode's visual editor makes this easy. Automatically sync new Formsite entries with Cloze, ensuring your contact data is always up-to-date and accurate.
What types of tasks can I perform by integrating Cloze with Formsite?
Integrating Cloze with Formsite allows you to perform various tasks, including:
- Create new Cloze leads from new Formsite submissions.
- Update existing Cloze contacts with Formsite data.
- Trigger personalized email sequences in Cloze based on Formsite answers.
- Send internal notifications for critical Formsite responses.
- Analyze Formsite data and update Cloze custom fields.
Can I use JavaScript code to transform Cloze data in Latenode?
Yes, with Latenode, you can use JavaScript to manipulate and transform Cloze data, providing flexibility beyond simple data transfer for advanced workflows.
Are there any limitations to the Cloze and Formsite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Formsite logic may require custom JavaScript coding.
- Real-time data synchronization depends on API rate limits.
- Historical data migration from Formsite may need manual setup.
