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Automatically create Monday tasks from new Cloze opportunities, centralizing project management. Latenode's affordability lets you scale this key sales workflow without cost concerns. Customize further using JavaScript for unique logic.
Connect Cloze and Monday in minutes with Latenode.
Create Cloze to Monday workflow
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Monday
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Create a New Scenario to Connect Cloze and Monday
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
Cloze
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.
Cloze
β
Monday
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:
JavaScript
β
AI Anthropic Claude 3
β
Monday
Trigger on Webhook
β
Cloze
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Cloze, Monday, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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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How can I connect my Cloze account to Monday using Latenode?
To connect your Cloze account to Monday on Latenode, follow these steps:
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:
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: