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How to connect Cloze and Formstack
Create a New Scenario to Connect Cloze and Formstack
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 Formstack will be your first step. To do this, click "Choose an app," find Cloze or Formstack, 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 Formstack Node
Next, click the plus (+) icon on the Cloze node, select Formstack from the list of available apps, and choose the action you need from the list of nodes within Formstack.
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Authenticate Formstack
Now, click the Formstack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formstack settings. Authentication allows you to use Formstack through Latenode.
Configure the Cloze and Formstack 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 Formstack 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, Formstack, 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 Formstack integration works as expected. Depending on your setup, data should flow between Cloze and Formstack (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 Formstack
Formstack + Cloze + Slack: When a new form submission is received in Formstack, the information is used to create or update a person in Cloze. A notification is then sent to a designated Slack channel to alert the sales team about the new lead.
Formstack + Google Sheets + Cloze: When a new submission is received in Formstack, the entry is added as a new row in Google Sheets. The information is then used to update contact details in Cloze.
Cloze and Formstack 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 Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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See how Latenode works
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FAQ Cloze and Formstack
How can I connect my Cloze account to Formstack using Latenode?
To connect your Cloze account to Formstack 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 Formstack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from Formstack submissions?
Yes, you can! Latenode lets you map Formstack data directly to Cloze, ensuring your contact info stays current. Automate data entry & improve sales team efficiency.
What types of tasks can I perform by integrating Cloze with Formstack?
Integrating Cloze with Formstack allows you to perform various tasks, including:
- Create Cloze leads from new Formstack submissions.
- Update Cloze contact information based on form responses.
- Trigger email sequences in Cloze from Formstack entries.
- Send form confirmation data back into Cloze notes.
- Generate Cloze tasks when a specific form is submitted.
How secure is Cloze data when using Latenode integrations?
Latenode uses enterprise-grade security, encrypting data in transit and at rest. This protects your Cloze data during the integration process.
Are there any limitations to the Cloze and Formstack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic may require custom JavaScript for data transformation.
- Large-scale data migrations might need to be broken down into smaller batches.
- Integration depends on the availability of Cloze and Formstack APIs.
