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How to connect Cloze and Missive
Create a New Scenario to Connect Cloze and Missive
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 Missive will be your first step. To do this, click "Choose an app," find Cloze or Missive, 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 Missive Node
Next, click the plus (+) icon on the Cloze node, select Missive from the list of available apps, and choose the action you need from the list of nodes within Missive.
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Authenticate Missive
Now, click the Missive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Missive settings. Authentication allows you to use Missive through Latenode.
Configure the Cloze and Missive 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 Missive 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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Missive
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Missive, 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 Missive integration works as expected. Depending on your setup, data should flow between Cloze and Missive (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 Missive
Cloze + Missive + Slack: When a new lead is created in Cloze, the information is used to create a new contact in Missive. A notification is then sent to a specified Slack channel to alert the sales team.
Missive + Cloze + Google Sheets: When a new contact is created in Missive, the contact details along with any available Cloze contact information are logged in a Google Sheet for reporting and analysis.
Cloze and Missive 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 Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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See how Latenode works
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FAQ Cloze and Missive
How can I connect my Cloze account to Missive using Latenode?
To connect your Cloze account to Missive 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 Missive accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log Missive messages in Cloze?
Yes, you can! Latenode lets you build custom workflows for seamless data transfer between Cloze and Missive. Automate logging for improved context and relationship management.
What types of tasks can I perform by integrating Cloze with Missive?
Integrating Cloze with Missive allows you to perform various tasks, including:
- Create new Cloze leads from tagged Missive conversations.
- Update Cloze contact information based on Missive activity.
- Send Missive messages when a Cloze deal reaches a specific stage.
- Aggregate key metrics from both platforms into a unified dashboard.
- Trigger automated follow-ups in Cloze based on Missive engagement.
How do I handle Cloze API rate limits within Latenode?
Latenode's built-in error handling and retry mechanisms automatically manage Cloze API rate limits, ensuring workflow stability and preventing data loss.
Are there any limitations to the Cloze and Missive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires understanding of both Cloze and Missive APIs.
- Complex workflows may require JavaScript coding for advanced data manipulation.
- Real-time syncing depends on the API capabilities of Cloze and Missive.
