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How to connect Cloze and Monday
Create a New Scenario to Connect Cloze and Monday
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 Monday will be your first step. To do this, click "Choose an app," find Cloze or Monday, 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 Monday Node
Next, click the plus (+) icon on the Cloze node, select Monday from the list of available apps, and choose the action you need from the list of nodes within Monday.
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Authenticate Monday
Now, click the Monday node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Monday settings. Authentication allows you to use Monday through Latenode.
Configure the Cloze and Monday 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 Monday 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, Monday, 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 Monday integration works as expected. Depending on your setup, data should flow between Cloze and Monday (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 Monday
Cloze + Monday + Slack: When a Project in Cloze reaches a specific stage, a task is created in Monday and a notification is sent to a dedicated Slack channel.
Monday + Cloze + Google Sheets: When a task is created in Monday, if there is a column containing a Cloze Contact, then when that task is completed, the information is logged into a Google Sheet.
Cloze and Monday 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 Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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See how Latenode works
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FAQ Cloze and Monday
How can I connect my Cloze account to Monday using Latenode?
To connect your Cloze account to Monday 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 Monday accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Monday items from new Cloze leads?
Yes, you can! Latenode's visual builder makes this easy. Trigger new Monday items instantly and ensure your team acts on every Cloze lead without delay, saving time and increasing conversion rates.
What types of tasks can I perform by integrating Cloze with Monday?
Integrating Cloze with Monday allows you to perform various tasks, including:
- Creating new Monday.com items from updated Cloze opportunities.
- Updating Cloze contacts when a status changes in Monday.com.
- Adding Cloze tasks for new Monday.com project assignments.
- Syncing Cloze deal stages with corresponding Monday.com board statuses.
- Generating summaries of Cloze activity logs in Monday.com updates.
What Cloze data can Latenode access and manipulate?
Latenode can access and manipulate contacts, leads, opportunities, activities, and custom fields within your Cloze account, enabling advanced automation.
Are there any limitations to the Cloze and Monday integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by Cloze and Monday may affect high-volume workflows.
- Real-time syncing depends on the API availability of both platforms.
