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How to connect Cloze and Moco
Create a New Scenario to Connect Cloze and Moco
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 Moco will be your first step. To do this, click "Choose an app," find Cloze or Moco, 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 Moco Node
Next, click the plus (+) icon on the Cloze node, select Moco from the list of available apps, and choose the action you need from the list of nodes within Moco.
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Authenticate Moco
Now, click the Moco node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moco settings. Authentication allows you to use Moco through Latenode.
Configure the Cloze and Moco 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 Moco 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, Moco, 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 Moco integration works as expected. Depending on your setup, data should flow between Cloze and Moco (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 Moco
Cloze + Moco + Slack: When a new project is created or updated in Cloze, it triggers the creation of a corresponding project in Moco. A Slack message is then sent to a designated channel, announcing the new Moco project.
Moco + Cloze + Google Sheets: When a new event is logged in Moco, the automation retrieves corresponding contact details from Cloze and adds this information, along with the Moco event details, to a Google Sheet for reporting purposes.
Cloze and Moco 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 Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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FAQ Cloze and Moco
How can I connect my Cloze account to Moco using Latenode?
To connect your Cloze account to Moco 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 Moco accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log Cloze deals in Moco as projects?
Yes, using Latenode's visual editor, you can create a workflow that automatically logs new Cloze deals as projects in Moco, ensuring accurate time tracking and project management.
What types of tasks can I perform by integrating Cloze with Moco?
Integrating Cloze with Moco allows you to perform various tasks, including:
- Create new Moco projects when a deal reaches a certain stage in Cloze.
- Sync client contact information between Cloze and Moco automatically.
- Update Moco project budgets based on deal value changes in Cloze.
- Trigger Moco time tracking entries when a new Cloze meeting is scheduled.
- Generate custom reports combining sales data from Cloze and time data from Moco.
What Cloze data can I access and use within Latenode workflows?
You can access and use various Cloze data points like contacts, deals, and activities within Latenode workflows to automate tasks.
Are there any limitations to the Cloze and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API request limits of both apps.
- Complex data transformations might require intermediate JavaScript steps.
- Custom field mappings may need to be configured manually for certain data types.
