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How to connect Cloze and Loyverse
Create a New Scenario to Connect Cloze and Loyverse
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 Loyverse will be your first step. To do this, click "Choose an app," find Cloze or Loyverse, 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 Loyverse Node
Next, click the plus (+) icon on the Cloze node, select Loyverse from the list of available apps, and choose the action you need from the list of nodes within Loyverse.
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Authenticate Loyverse
Now, click the Loyverse node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Loyverse settings. Authentication allows you to use Loyverse through Latenode.
Configure the Cloze and Loyverse 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 Loyverse 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, Loyverse, 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 Loyverse integration works as expected. Depending on your setup, data should flow between Cloze and Loyverse (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 Loyverse
Cloze + Loyverse + Google Sheets: When a new contact is added or updated in Cloze, create or update the customer's information in Loyverse. Then, add a row to a Google Sheet to track the new or updated customer.
Loyverse + Cloze + Mailchimp: When a new or updated customer is registered in Loyverse, create or update the person's information in Cloze. Then, add or update the subscriber in Mailchimp and add them to a specific tag.
Cloze and Loyverse 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 Loyverse
Sync Loyverse sales data to your accounting or marketing tools using Latenode. Automate inventory updates based on Loyverse transactions. Trigger custom workflows for customer loyalty programs. Latenode lets you connect Loyverse data to any app without code, adding powerful automation to your POS system.
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See how Latenode works
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FAQ Cloze and Loyverse
How can I connect my Cloze account to Loyverse using Latenode?
To connect your Cloze account to Loyverse 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 Loyverse accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts with Loyverse sales data?
Yes, you can! Latenode enables real-time updates, keeping your Cloze contacts enriched with the latest sales from Loyverse. Leverage this to personalize outreach and close more deals.
What types of tasks can I perform by integrating Cloze with Loyverse?
Integrating Cloze with Loyverse allows you to perform various tasks, including:
- Create new Cloze contacts from new Loyverse customer data.
- Update Cloze opportunity stages based on Loyverse purchase history.
- Send personalized thank-you emails via Cloze for large Loyverse purchases.
- Trigger Cloze tasks when Loyverse identifies a high-value customer.
- Generate sales reports in Cloze using Loyverse's transactional data.
Can I use custom fields from Cloze with Loyverse in Latenode?
Yes! Latenode supports custom field mapping between Cloze and Loyverse. This allows you to create highly tailored and effective workflows.
Are there any limitations to the Cloze and Loyverse integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Loyverse data might require manual import for initial Cloze population.
- Complex data transformations may require JavaScript knowledge for advanced use cases.
- API rate limits of Cloze and Loyverse might impact high-volume data synchronization.
