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How to connect Cloze and Knack
Create a New Scenario to Connect Cloze and Knack
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 Knack will be your first step. To do this, click "Choose an app," find Cloze or Knack, 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 Knack Node
Next, click the plus (+) icon on the Cloze node, select Knack from the list of available apps, and choose the action you need from the list of nodes within Knack.
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Authenticate Knack
Now, click the Knack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Knack settings. Authentication allows you to use Knack through Latenode.
Configure the Cloze and Knack 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 Knack 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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Knack
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Knack, 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 Knack integration works as expected. Depending on your setup, data should flow between Cloze and Knack (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 Knack
Cloze + Knack + Slack: When a deal closes in Cloze, the corresponding client record in Knack is updated with the latest deal information. A congratulatory message is then sent to a specified Slack channel to celebrate the successful deal.
Knack + Cloze + Google Sheets: When a new entry is added to Knack, it is logged as a new lead in Cloze. Simultaneously, the lead's basic information is added as a new row in a Google Sheet for reporting and tracking purposes.
Cloze and Knack 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 Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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FAQ Cloze and Knack
How can I connect my Cloze account to Knack using Latenode?
To connect your Cloze account to Knack 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 Knack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to Knack database?
Yes, you can! Latenode's visual editor makes it easy. Automatically update your Knack database with new Cloze contacts, keeping your data consistent and saving valuable time.
What types of tasks can I perform by integrating Cloze with Knack?
Integrating Cloze with Knack allows you to perform various tasks, including:
- Create new Knack records from qualified Cloze leads automatically.
- Update Cloze opportunity stages based on Knack database changes.
- Trigger personalized email sequences in Cloze when a new Knack entry is created.
- Sync contact information between Cloze and Knack for unified data.
- Generate reports combining sales data from Cloze and project data from Knack.
Can I use custom JavaScript code within the Cloze and Knack workflow?
Yes! Latenode supports custom JavaScript code, allowing you to handle complex data transformations between Cloze and Knack with ease.
Are there any limitations to the Cloze and Knack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of the Cloze and Knack APIs apply.
- Initial setup requires understanding of both Cloze and Knack data structures.
