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How to connect Cloze and Magento
Create a New Scenario to Connect Cloze and Magento
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 Magento will be your first step. To do this, click "Choose an app," find Cloze or Magento, 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 Magento Node
Next, click the plus (+) icon on the Cloze node, select Magento from the list of available apps, and choose the action you need from the list of nodes within Magento.
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Authenticate Magento
Now, click the Magento node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Magento settings. Authentication allows you to use Magento through Latenode.
Configure the Cloze and Magento 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 Magento 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, Magento, 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 Magento integration works as expected. Depending on your setup, data should flow between Cloze and Magento (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 Magento
Cloze + Magento + Slack: When a project stage changes in Cloze (e.g., to 'Deal Won'), and a corresponding new order is placed in Magento, a message is sent to a designated Slack channel notifying the sales team about the new sale associated with the specific opportunity.
Magento + Cloze + Google Sheets: When a new order is placed in Magento, the order details and associated customer data from Cloze are logged to a Google Sheet. This allows for tracking sales performance, customer information, and order history in one centralized location.
Cloze and Magento 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 Magento
Automate Magento tasks in Latenode. Sync product data, track orders, manage customers across your systems without code. Connect Magento to CRMs, marketing tools, and accounting software to streamline e-commerce operations. Use AI to personalize offers and segment audiences. Latenode’s visual editor makes automation simple, scalable, and cost-effective.
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See how Latenode works
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FAQ Cloze and Magento
How can I connect my Cloze account to Magento using Latenode?
To connect your Cloze account to Magento 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 Magento accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts with Magento purchase data?
Yes, you can! Latenode allows automated data synchronization. Keep your Cloze contacts updated with purchase history, improving sales insights and customer relationship management.
What types of tasks can I perform by integrating Cloze with Magento?
Integrating Cloze with Magento allows you to perform various tasks, including:
- Create Cloze contacts from new Magento customers automatically.
- Update Cloze deals when order status changes in Magento.
- Trigger email campaigns in Cloze based on Magento purchase history.
- Send internal notifications for high-value orders in Magento.
- Log Magento order details as notes in Cloze contact timelines.
How secure is my Cloze data when using the Latenode integration?
Latenode employs robust security measures. Your data is encrypted at rest and in transit, ensuring the confidentiality and integrity of your Cloze information.
Are there any limitations to the Cloze and Magento integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data sync may take time for large datasets.
- Custom Magento attributes might require custom mapping.
- Complex workflows require understanding of basic logic.
