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How to connect Cloze and Grist
Create a New Scenario to Connect Cloze and Grist
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 Grist will be your first step. To do this, click "Choose an app," find Cloze or Grist, 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 Grist Node
Next, click the plus (+) icon on the Cloze node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Cloze and Grist 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 Grist 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, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between Cloze and Grist (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 Grist
Cloze + Grist + Slack: When a new person is created or updated in Cloze, their information is added as a new record in Grist. Then, a welcome message is sent to a designated Slack channel to notify the team of the new contact.
Cloze + Grist + Google Sheets: When a project is updated in Cloze, the corresponding record in Grist is updated to reflect those changes. All Grist records are then backed up to a Google Sheet for data redundancy and analysis.
Cloze and Grist 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 Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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FAQ Cloze and Grist
How can I connect my Cloze account to Grist using Latenode?
To connect your Cloze account to Grist 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 Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Grist with new Cloze contact info?
Yes, you can! Latenode's visual editor makes it easy to sync new Cloze contacts to Grist, ensuring your data is always up-to-date. Automate your CRM and streamline data management effortlessly.
What types of tasks can I perform by integrating Cloze with Grist?
Integrating Cloze with Grist allows you to perform various tasks, including:
- Creating new Grist records from updated Cloze deal stages.
- Updating Cloze contacts based on information in Grist spreadsheets.
- Tracking deal progress in Grist with data pulled from Cloze.
- Generating reports in Grist using Cloze opportunity data.
- Automatically creating follow-up tasks in Cloze from Grist triggers.
Can I use custom JavaScript to transform Cloze data within Latenode?
Yes! Latenode allows JavaScript code blocks to reshape Cloze data before sending it to Grist. Use the full power of coding to customize your workflows.
Are there any limitations to the Cloze and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Rate limits imposed by Cloze and Grist APIs may affect high-volume workflows.
- Real-time, immediate synchronization isn’t guaranteed due to API polling intervals.
