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How to connect Cloze and Getform
Create a New Scenario to Connect Cloze and Getform
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 Getform will be your first step. To do this, click "Choose an app," find Cloze or Getform, 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 Getform Node
Next, click the plus (+) icon on the Cloze node, select Getform from the list of available apps, and choose the action you need from the list of nodes within Getform.
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Authenticate Getform
Now, click the Getform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Getform settings. Authentication allows you to use Getform through Latenode.
Configure the Cloze and Getform 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 Getform 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, Getform, 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 Getform integration works as expected. Depending on your setup, data should flow between Cloze and Getform (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 Getform
Getform + Cloze + Slack: When a new submission is received in Getform, a new person is created or updated in Cloze. Then, a message is sent to a Slack channel to notify the team about the new contact.
Getform + Cloze + Google Sheets: When a new submission is received in Getform, the contact information is updated or created in Cloze. Finally, a new row is added to a Google Sheet to record the submission data.
Cloze and Getform 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 Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
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See how Latenode works
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FAQ Cloze and Getform
How can I connect my Cloze account to Getform using Latenode?
To connect your Cloze account to Getform 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 Getform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from new Getform submissions?
Yes, with Latenode, new Getform submissions can automatically update Cloze contacts, ensuring your CRM is always current. Latenode’s visual editor simplifies complex data mapping for seamless updates.
What types of tasks can I perform by integrating Cloze with Getform?
Integrating Cloze with Getform allows you to perform various tasks, including:
- Create a new Cloze contact from a new Getform submission.
- Update a Cloze contact when a matching Getform entry is received.
- Send custom thank-you emails via Cloze when a Getform is submitted.
- Log Getform submissions as notes in Cloze contact timelines.
- Trigger follow-up tasks in Cloze based on specific Getform responses.
Can I use JavaScript to manipulate data between Cloze and Getform?
Yes! Latenode allows custom JavaScript code to transform data between Cloze and Getform, offering unmatched flexibility for complex automation scenarios.
Are there any limitations to the Cloze and Getform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both apps.
- Attachments from Getform might need additional processing.
