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How to connect Cloze and Jibble
Create a New Scenario to Connect Cloze and Jibble
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 Jibble will be your first step. To do this, click "Choose an app," find Cloze or Jibble, 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 Jibble Node
Next, click the plus (+) icon on the Cloze node, select Jibble from the list of available apps, and choose the action you need from the list of nodes within Jibble.
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Authenticate Jibble
Now, click the Jibble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Jibble settings. Authentication allows you to use Jibble through Latenode.
Configure the Cloze and Jibble 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 Jibble 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, Jibble, 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 Jibble integration works as expected. Depending on your setup, data should flow between Cloze and Jibble (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 Jibble
Cloze + Jibble + Slack: When a project is created in Cloze, a corresponding project is automatically created in Jibble. Then, a message is sent to a designated Slack channel notifying the team about the new project.
Jibble + Cloze + Google Sheets: When a new clock-in or clock-out event occurs in Jibble, the information, along with associated employee and project details, is added to a Google Sheets spreadsheet. The Cloze app is cross-referenced for any potential matching customer information, and that too is recorded on the sheet.
Cloze and Jibble 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 Jibble
Jibble streamlines time tracking. Connect it to Latenode to automate payroll, project costing, or attendance alerts. Send Jibble data to accounting software or HR platforms automatically. Use Latenode's visual editor to create custom rules and notifications based on employee time entries, eliminating manual data transfer and ensuring accurate records.
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FAQ Cloze and Jibble
How can I connect my Cloze account to Jibble using Latenode?
To connect your Cloze account to Jibble 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 Jibble accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track sales activities against employee work hours?
Yes, you can! Latenode allows correlating Cloze sales data with Jibble time entries. Improve efficiency analysis by using no-code blocks, AI insights, or custom JavaScript.
What types of tasks can I perform by integrating Cloze with Jibble?
Integrating Cloze with Jibble allows you to perform various tasks, including:
- Automatically log employee time entries based on Cloze deal stage changes.
- Generate reports showing time spent per client sourced from Cloze.
- Update Jibble project codes when a new deal is created in Cloze.
- Send Slack notifications for overtime if sales targets aren't met.
- Create Jibble timesheets from Cloze activity summaries via AI.
Can I trigger Cloze actions from Jibble time clock events?
Yes, use Latenode to start or update Cloze tasks based on Jibble clock-in/clock-out events, streamlining project updates and team coordination.
Are there any limitations to the Cloze and Jibble integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization from Cloze and Jibble might require custom setup.
- Complex data transformations might require JavaScript knowledge.
- Real-time updates depend on the API rate limits of both Cloze and Jibble.
