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How to connect Cloze and iLovePDF
Create a New Scenario to Connect Cloze and iLovePDF
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 iLovePDF will be your first step. To do this, click "Choose an app," find Cloze or iLovePDF, 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 iLovePDF Node
Next, click the plus (+) icon on the Cloze node, select iLovePDF from the list of available apps, and choose the action you need from the list of nodes within iLovePDF.
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Authenticate iLovePDF
Now, click the iLovePDF node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your iLovePDF settings. Authentication allows you to use iLovePDF through Latenode.
Configure the Cloze and iLovePDF 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 iLovePDF 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, iLovePDF, 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 iLovePDF integration works as expected. Depending on your setup, data should flow between Cloze and iLovePDF (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 iLovePDF
Cloze + iLovePDF + Google Drive: When a Project changes in Cloze, convert related documents to PDF using iLovePDF and save them in a designated Google Drive folder for archiving and compliance.
iLovePDF + Cloze + Slack: When a new file is uploaded to iLovePDF, update the deal status in Cloze and notify the sales team in Slack about the contract signature.
Cloze and iLovePDF 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 iLovePDF
Automate PDF tasks within Latenode workflows using iLovePDF. Merge, split, convert, and compress PDFs without code. Process documents at scale, triggered by events or schedules. Perfect for automating invoices, reports, and forms. Integrate document workflows with other apps and services for efficient business process automation, all while benefiting from Latenode's cost-effective, pay-per-execution pricing.
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See how Latenode works
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FAQ Cloze and iLovePDF
How can I connect my Cloze account to iLovePDF using Latenode?
To connect your Cloze account to iLovePDF 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 iLovePDF accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create PDFs from new Cloze contacts?
Yes, you can! Latenode enables automated PDF generation via iLovePDF when new contacts are added in Cloze. Streamline document workflows and save time with this powerful integration.
What types of tasks can I perform by integrating Cloze with iLovePDF?
Integrating Cloze with iLovePDF allows you to perform various tasks, including:
- Automatically convert Cloze documents to PDF format.
- Merge multiple Cloze contact sheets into a single PDF.
- Secure client proposals generated in Cloze with iLovePDF passwords.
- Compress large PDF reports extracted from Cloze.
- Watermark confidential Cloze deal summaries using iLovePDF.
What data triggers are available for Cloze inside Latenode?
Latenode offers triggers for new contacts, updated deals, and completed activities within Cloze, enabling real-time workflow automation.
Are there any limitations to the Cloze and iLovePDF integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF layouts may require custom iLovePDF configurations.
- Large-scale PDF processing can consume Latenode workflow execution time.
- Cloze API rate limits can impact the speed of data retrieval.
