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How to connect Cloze and Jotform
Create a New Scenario to Connect Cloze and Jotform
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 Jotform will be your first step. To do this, click "Choose an app," find Cloze or Jotform, 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 Jotform Node
Next, click the plus (+) icon on the Cloze node, select Jotform from the list of available apps, and choose the action you need from the list of nodes within Jotform.
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Authenticate Jotform
Now, click the Jotform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Jotform settings. Authentication allows you to use Jotform through Latenode.
Configure the Cloze and Jotform 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 Jotform 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, Jotform, 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 Jotform integration works as expected. Depending on your setup, data should flow between Cloze and Jotform (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 Jotform
Jotform + Cloze + Slack: When a new submission is received in Jotform, a new contact is created or updated in Cloze. Subsequently, a message is sent to a designated Slack channel to notify the team about the new contact.
Jotform + Google Sheets + Cloze: Upon receiving a new submission in Jotform, the submission data is added as a new row in Google Sheets. This new row triggers an update to the corresponding contact details in Cloze, based on the information captured in the submission.
Cloze and Jotform 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 Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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FAQ Cloze and Jotform
How can I connect my Cloze account to Jotform using Latenode?
To connect your Cloze account to Jotform 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 Jotform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from Jotform submissions using the integration?
Yes, you can! Latenode's flexible data mapping ensures seamless contact updates, keeping your Cloze CRM accurate without manual entry. Enjoy efficient lead management and improved sales insights.
What types of tasks can I perform by integrating Cloze with Jotform?
Integrating Cloze with Jotform allows you to perform various tasks, including:
- Create new Cloze leads from submitted Jotform applications.
- Update existing Cloze contact information with new form data.
- Trigger follow-up sequences in Cloze based on form responses.
- Log Jotform submissions as activities in Cloze for tracking.
- Send customized confirmation emails via Cloze using Jotform data.
How does Latenode handle data transformations from Jotform to Cloze?
Latenode provides a visual data mapper, plus optional JavaScript code blocks, ensuring your Jotform data fits perfectly into Cloze fields.
Are there any limitations to the Cloze and Jotform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic in Jotform may require custom JavaScript in Latenode.
- Large data volumes might require optimization for peak performance.
- Real-time synchronization depends on the API limits of both Cloze and Jotform.
