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How to connect Cloze and Google Vertex AI
Create a New Scenario to Connect Cloze and Google Vertex AI
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 Vertex AI will be your first step. To do this, click "Choose an app," find Cloze or Google Vertex AI, 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 Vertex AI Node
Next, click the plus (+) icon on the Cloze node, select Google Vertex AI from the list of available apps, and choose the action you need from the list of nodes within Google Vertex AI.
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Authenticate Google Vertex AI
Now, click the Google Vertex AI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google Vertex AI settings. Authentication allows you to use Google Vertex AI through Latenode.
Configure the Cloze and Google Vertex AI 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 Vertex AI 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 Vertex AI, 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 Vertex AI integration works as expected. Depending on your setup, data should flow between Cloze and Google Vertex AI (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 Vertex AI
Cloze + Google Vertex AI + Slack: When a communication record is added in Cloze, analyze the text using Google Vertex AI's sentiment analysis. If the sentiment is negative, send an alert to a Slack channel.
Cloze + Google Vertex AI + Google Sheets: When a project is changed in Cloze, generate a summary using Google Vertex AI. Then, add the summary along with project details to a Google Sheet.
Cloze and Google Vertex AI 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 Vertex AI
Use Vertex AI in Latenode to build AI-powered automation. Quickly integrate machine learning models for tasks like sentiment analysis or image recognition. Automate data enrichment or content moderation workflows without complex coding. Latenode’s visual editor makes it easier to chain AI tasks and scale them reliably, paying only for the execution time of each flow.
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FAQ Cloze and Google Vertex AI
How can I connect my Cloze account to Google Vertex AI using Latenode?
To connect your Cloze account to Google Vertex AI 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 Vertex AI accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich Cloze leads with AI insights?
Yes, you can! Latenode lets you use Vertex AI to analyze Cloze data, adding insights to leads. Benefit: better lead qualification and personalized outreach.
What types of tasks can I perform by integrating Cloze with Google Vertex AI?
Integrating Cloze with Google Vertex AI allows you to perform various tasks, including:
- Automatically summarize customer interactions stored in Cloze using Vertex AI.
- Generate personalized email drafts for Cloze leads with AI-powered content.
- Analyze customer sentiment from Cloze data and update lead scores.
- Identify key topics discussed in Cloze communications using AI analysis.
- Predict deal closure probabilities based on interaction data in Cloze.
What data from Cloze can Latenode access and automate?
Latenode can access and automate contacts, opportunities, activities, and custom fields, enabling efficient workflow creation.
Are there any limitations to the Cloze and Google Vertex AI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI models in Vertex AI may require advanced Latenode plan for sufficient compute.
- Rate limits of Cloze API may affect the speed of data processing in large workflows.
- Custom fields in Cloze require careful mapping in Latenode for proper data transfer.
