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How to connect Cloze and JobNimbus
Create a New Scenario to Connect Cloze and JobNimbus
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 JobNimbus will be your first step. To do this, click "Choose an app," find Cloze or JobNimbus, 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 JobNimbus Node
Next, click the plus (+) icon on the Cloze node, select JobNimbus from the list of available apps, and choose the action you need from the list of nodes within JobNimbus.
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Authenticate JobNimbus
Now, click the JobNimbus node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JobNimbus settings. Authentication allows you to use JobNimbus through Latenode.
Configure the Cloze and JobNimbus 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 JobNimbus 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, JobNimbus, 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 JobNimbus integration works as expected. Depending on your setup, data should flow between Cloze and JobNimbus (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 JobNimbus
Cloze + JobNimbus + Google Sheets: When a new contact is created or updated in Cloze, a contact is created or updated in JobNimbus. The contact's information is then added as a new row in a Google Sheet for contact list management.
JobNimbus + Cloze + Slack: When a job is updated in JobNimbus, specifically when completed, the corresponding contact is automatically updated in Cloze. A notification is then sent to a specified Slack channel alerting the sales team about the completed job and updated contact.
Cloze and JobNimbus 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 JobNimbus
Automate Instagram Business tasks within Latenode. Schedule posts, extract comments, and analyze metrics without manual effort. Integrate Instagram data with CRMs or spreadsheets. Latenode offers flexible logic and affordable scaling, so you can manage social media workflows alongside other business processes using AI tools or custom scripts.
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FAQ Cloze and JobNimbus
How can I connect my Cloze account to JobNimbus using Latenode?
To connect your Cloze account to JobNimbus 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 JobNimbus accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update JobNimbus project statuses based on Cloze deal stages?
Yes, you can! Latenode allows seamless syncing, ensuring project statuses are always up-to-date. This keeps your teams aligned and reduces manual updates, saving valuable time.
What types of tasks can I perform by integrating Cloze with JobNimbus?
Integrating Cloze with JobNimbus allows you to perform various tasks, including:
- Create new JobNimbus projects when deals reach specific stages in Cloze.
- Update contact information in JobNimbus whenever a Cloze contact is updated.
- Send notifications from JobNimbus based on Cloze activity via email or SMS.
- Generate reports combining sales data from Cloze and project data from JobNimbus.
- Trigger Cloze follow-up tasks when a project is completed in JobNimbus.
Can I use JavaScript to transform data between Cloze and JobNimbus?
Yes! Latenode's JavaScript blocks allow custom data transformations, ensuring seamless compatibility between Cloze and JobNimbus fields, even with complex requirements.
Are there any limitations to the Cloze and JobNimbus integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data syncing may be subject to API rate limits of Cloze and JobNimbus.
- Complex data transformations may require knowledge of JavaScript for optimal performance.
- Custom objects created in Cloze and JobNimbus may require additional configuration.
