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Automatically update Cloze deals based on Moxie customer support interactions. Latenode's visual editor makes complex logic simple, and affordable pricing lets you scale automations without cost concerns.
Connect Cloze and Moxie in minutes with Latenode.
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Create a New Scenario to Connect Cloze and Moxie
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 Moxie will be your first step. To do this, click "Choose an app," find Cloze or Moxie, 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 Moxie Node
Next, click the plus (+) icon on the Cloze node, select Moxie from the list of available apps, and choose the action you need from the list of nodes within Moxie.
Cloze
β
Moxie
Authenticate Moxie
Now, click the Moxie node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moxie settings. Authentication allows you to use Moxie through Latenode.
Configure the Cloze and Moxie 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 Moxie Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Moxie
Trigger on Webhook
β
Cloze
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Cloze, Moxie, 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 Moxie integration works as expected. Depending on your setup, data should flow between Cloze and Moxie (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Moxie + Slack: When a deal's project changes in Cloze, update the corresponding project in Moxie and notify a Slack channel about the update.
Moxie + Cloze + Google Sheets: When a new form submission is created in Moxie, create or update a person in Cloze, then add a row to a Google Sheet with the form data and Cloze person details.
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 Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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How can I connect my Cloze account to Moxie using Latenode?
To connect your Cloze account to Moxie on Latenode, follow these steps:
Can I automatically update Moxie tickets from Cloze deal stages?
Yes, with Latenode, automate Moxie ticket updates based on Cloze deal stage changes. This ensures support stays informed, improving response times and customer satisfaction.
What types of tasks can I perform by integrating Cloze with Moxie?
Integrating Cloze with Moxie allows you to perform various tasks, including:
Can I filter Cloze data before it reaches Moxie in Latenode?
Yes, Latenode's visual editor allows filtering Cloze data based on conditions before updating Moxie. Ensure relevant information only is synchronized.
Are there any limitations to the Cloze and Moxie integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: