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How to connect Cloze and Google docs
Create a New Scenario to Connect Cloze and Google docs
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 Google docs will be your first step. To do this, click "Choose an app," find Cloze or Google docs, 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 Google docs Node
Next, click the plus (+) icon on the Cloze node, select Google docs from the list of available apps, and choose the action you need from the list of nodes within Google docs.
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Authenticate Google docs
Now, click the Google docs node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google docs settings. Authentication allows you to use Google docs through Latenode.
Configure the Cloze and Google docs 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 Google docs 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, Google docs, 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 Google docs integration works as expected. Depending on your setup, data should flow between Cloze and Google docs (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 Google docs
Cloze + Google Docs + Slack: Summarize Cloze customer interactions by creating a new Google Docs document and post a summary with a link to the document in a Slack channel.
Google Docs + Cloze + Google Sheets: When a new document is created in Google Docs, the automation finds the corresponding Cloze contact and adds a row to Google Sheets, tracking the document's name and the Cloze contact's name.
Cloze and Google docs 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 Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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FAQ Cloze and Google docs
How can I connect my Cloze account to Google docs using Latenode?
To connect your Cloze account to Google docs 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 Google docs accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I generate personalized documents from Cloze data?
Yes, you can! Latenode lets you pull Cloze data into Google docs templates, automatically creating customized contracts or reports. Scale document generation with no-code and JavaScript steps.
What types of tasks can I perform by integrating Cloze with Google docs?
Integrating Cloze with Google docs allows you to perform various tasks, including:
- Automatically creating new Google docs from new Cloze opportunities.
- Updating Google docs with the latest data from Cloze contacts.
- Generating reports in Google docs based on Cloze sales activity.
- Creating and storing client contracts in Google docs from Cloze data.
- Populating proposal templates with deal information from Cloze.
Can I trigger Cloze actions from Google docs updates?
Yes! With Latenode, changes in Google docs can automatically trigger updates or new record creation within your Cloze CRM, keeping data in sync.
Are there any limitations to the Cloze and Google docs integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex formatting in Google docs might not translate perfectly to Cloze.
- Very large document processing can be subject to Google docs API limits.
- Real-time updates depend on the polling interval configured in Latenode.
