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How to connect Cloze and Paperform
Create a New Scenario to Connect Cloze and Paperform
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 Paperform will be your first step. To do this, click "Choose an app," find Cloze or Paperform, 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 Paperform Node
Next, click the plus (+) icon on the Cloze node, select Paperform from the list of available apps, and choose the action you need from the list of nodes within Paperform.
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Authenticate Paperform
Now, click the Paperform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Paperform settings. Authentication allows you to use Paperform through Latenode.
Configure the Cloze and Paperform 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 Paperform 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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Save and Activate the Scenario
After configuring Cloze, Paperform, 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 Paperform integration works as expected. Depending on your setup, data should flow between Cloze and Paperform (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 Paperform
Cloze + Paperform + Slack: When a project changes status in Cloze, pre-fill a customer feedback form in Paperform with data from the project and send a Slack notification to the team to review the feedback.
Paperform + Cloze + Google Sheets: When a new form submission is received in Paperform, create a new contact in Cloze using the submission data and log the submission details in a Google Sheet for analysis.
Cloze and Paperform 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 Paperform
Automate form data handling with Paperform and Latenode. Collect responses and trigger follow-up actions: add leads to your CRM, create tasks in project management tools, or generate personalized documents. Latenode lets you process Paperform submissions with flexible logic, AI, and direct API integrations to scale your workflows without code.
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FAQ Cloze and Paperform
How can I connect my Cloze account to Paperform using Latenode?
To connect your Cloze account to Paperform 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 Paperform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze deals from new Paperform submissions?
Yes, you can! With Latenode, instantly update Cloze deals based on Paperform responses. Automate lead management & improve your sales workflow effortlessly by eliminating manual data entry.
What types of tasks can I perform by integrating Cloze with Paperform?
Integrating Cloze with Paperform allows you to perform various tasks, including:
- Create new Cloze leads from new Paperform submissions automatically.
- Update Cloze contact details based on Paperform data.
- Trigger email sequences in Cloze when a Paperform is completed.
- Send customized thank you messages via Paperform after deal closure in Cloze.
- Log Paperform submission data as notes within Cloze.
Can I use custom fields from Cloze within my Paperform workflows?
Yes! Latenode lets you access custom Cloze fields, using them to personalize Paperform logic, dynamically pre-filling fields for a tailored user experience.
Are there any limitations to the Cloze and Paperform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows may require advanced Latenode knowledge.
- Rate limits imposed by Cloze and Paperform APIs apply.
- Some Paperform question types might need custom handling.
