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How to connect Cloze and GoCanvas
Create a New Scenario to Connect Cloze and GoCanvas
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 GoCanvas will be your first step. To do this, click "Choose an app," find Cloze or GoCanvas, 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 GoCanvas Node
Next, click the plus (+) icon on the Cloze node, select GoCanvas from the list of available apps, and choose the action you need from the list of nodes within GoCanvas.
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Authenticate GoCanvas
Now, click the GoCanvas node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your GoCanvas settings. Authentication allows you to use GoCanvas through Latenode.
Configure the Cloze and GoCanvas 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 GoCanvas 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, GoCanvas, 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 GoCanvas integration works as expected. Depending on your setup, data should flow between Cloze and GoCanvas (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 GoCanvas
GoCanvas + Cloze + Slack: When a new submission is received in GoCanvas, if the submission fails a defined inspection criteria, a task is created in Cloze and a message is sent to a designated Slack channel to notify the team about the failed inspection.
GoCanvas + Google Sheets + Cloze: When a new submission is received in GoCanvas, the submission data is added as a new row in a Google Sheet. The customer details from the submission are then used to create or update a person in Cloze.
Cloze and GoCanvas 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 GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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FAQ Cloze and GoCanvas
How can I connect my Cloze account to GoCanvas using Latenode?
To connect your Cloze account to GoCanvas 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 GoCanvas accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Cloze leads from GoCanvas submissions?
Yes, you can! Latenode enables automated lead creation, saving time. Trigger workflows from GoCanvas, parse the data, and instantly update Cloze. Scale lead gen without code.
What types of tasks can I perform by integrating Cloze with GoCanvas?
Integrating Cloze with GoCanvas allows you to perform various tasks, including:
- Creating new Cloze leads from submitted GoCanvas forms automatically.
- Updating Cloze opportunity statuses based on GoCanvas inspection results.
- Sending GoCanvas data to Cloze custom fields for enriched lead information.
- Generating GoCanvas reports triggered by updates in Cloze deal stages.
- Alerting sales teams via Cloze when critical issues are logged in GoCanvas.
How does Latenode handle data mapping between Cloze and GoCanvas?
Latenode’s visual editor provides flexible data mapping. Use no-code blocks or JavaScript for complex transformations, ensuring accurate data transfer.
Are there any limitations to the Cloze and GoCanvas integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex GoCanvas calculations may require custom JavaScript for data transformations.
- Real-time sync depends on the API limits of both Cloze and GoCanvas accounts.
- Historical data migration requires separate, potentially complex workflows.
