Cloze and Microsoft SQL Server Integration

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Cloze

Microsoft SQL Server

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Cloze and Microsoft SQL Server

Create a New Scenario to Connect Cloze and Microsoft SQL Server

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 Microsoft SQL Server will be your first step. To do this, click "Choose an app," find Cloze or Microsoft SQL Server, 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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Configure the Cloze

Click on the Cloze node to configure it. You can modify the Cloze URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the Microsoft SQL Server Node

Next, click the plus (+) icon on the Cloze node, select Microsoft SQL Server from the list of available apps, and choose the action you need from the list of nodes within Microsoft SQL Server.

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Authenticate Microsoft SQL Server

Now, click the Microsoft SQL Server node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SQL Server settings. Authentication allows you to use Microsoft SQL Server through Latenode.

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Configure the Cloze and Microsoft SQL Server Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the Cloze and Microsoft SQL Server 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, Microsoft SQL Server, 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 Microsoft SQL Server integration works as expected. Depending on your setup, data should flow between Cloze and Microsoft SQL Server (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 Microsoft SQL Server

Cloze + Microsoft SQL Server + Slack: When a new person is added or updated in Cloze, their information is logged into a Microsoft SQL Server database. A notification is then sent to a Slack channel announcing the new lead.

Cloze + Microsoft SQL Server + Google Sheets: When a person's information is changed in Cloze, the updated data is backed up in a Microsoft SQL Server database. Additionally, specific lead details are updated in a Google Sheet for reporting purposes.

Cloze and Microsoft SQL Server 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.

About Microsoft SQL Server

Use Microsoft SQL Server in Latenode to automate database tasks. Directly query, update, or insert data in response to triggers. Sync SQL data with other apps; simplify data pipelines for reporting and analytics. Build automated workflows without complex coding to manage databases efficiently and scale operations.

See how Latenode works

FAQ Cloze and Microsoft SQL Server

How can I connect my Cloze account to Microsoft SQL Server using Latenode?

To connect your Cloze account to Microsoft SQL Server 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 Microsoft SQL Server accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync new Cloze contacts to my SQL Server database?

Yes, you can! Latenode's visual interface makes it easy to automatically add new Cloze contacts to your Microsoft SQL Server, ensuring your data stays synchronized in real-time. Never miss a contact detail!

What types of tasks can I perform by integrating Cloze with Microsoft SQL Server?

Integrating Cloze with Microsoft SQL Server allows you to perform various tasks, including:

  • Backing up Cloze contacts and activity data to your SQL Server database.
  • Automatically updating SQL Server records when deals are closed in Cloze.
  • Generating custom reports combining Cloze data with other SQL Server data.
  • Triggering Cloze campaigns based on data changes in your SQL Server database.
  • Enriching Cloze contact data with information stored in Microsoft SQL Server.

How secure is the Cloze integration on Latenode?

Latenode uses secure authentication and encryption methods to protect your Cloze and Microsoft SQL Server data during integration and workflow execution. Your credentials are safe.

Are there any limitations to the Cloze and Microsoft SQL Server integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large data transfers may take time depending on API rate limits.
  • Custom SQL Server stored procedures require manual configuration.
  • Complex Cloze data structures may require advanced mapping.

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