Cloze and Paramount Acceptance Integration

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Automatically update Paramount Acceptance when deals close in Cloze, centralizing customer data and streamlining loan processes. Latenode’s affordable execution pricing makes scaling effortless while its visual editor simplifies the entire build.

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Cloze

Paramount Acceptance

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Cloze and Paramount Acceptance

Create a New Scenario to Connect Cloze and Paramount Acceptance

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 Paramount Acceptance will be your first step. To do this, click "Choose an app," find Cloze or Paramount Acceptance, 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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Cloze

Configure the Cloze

Click on the Cloze node to configure it. You can modify the Cloze URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Sign In

Run node once

Add the Paramount Acceptance Node

Next, click the plus (+) icon on the Cloze node, select Paramount Acceptance from the list of available apps, and choose the action you need from the list of nodes within Paramount Acceptance.

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Paramount Acceptance

Authenticate Paramount Acceptance

Now, click the Paramount Acceptance node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Paramount Acceptance settings. Authentication allows you to use Paramount Acceptance through Latenode.

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Sign In

Run node once

Configure the Cloze and Paramount Acceptance Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Cloze and Paramount Acceptance 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, Paramount Acceptance, 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 Paramount Acceptance integration works as expected. Depending on your setup, data should flow between Cloze and Paramount Acceptance (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 Paramount Acceptance

Paramount Acceptance + Cloze + Google Sheets: When a member is updated in Paramount Acceptance, their information is updated in Cloze. Then, a new row is added to a Google Sheet to track the updated member details.

Paramount Acceptance + Cloze + Slack: When a member joins Paramount Acceptance, their information is used to create or update a person in Cloze. A Slack message is then sent to a specified channel, notifying sales reps about the new member and including relevant client information from Cloze.

Cloze and Paramount Acceptance 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.

About Paramount Acceptance

Automate loan application processes with Paramount Acceptance in Latenode. Streamline credit checks and approvals by connecting Paramount to your CRM and database. Use Latenode's no-code tools and JavaScript functions to customize workflows, reduce manual data entry, and speed up decisions. Scale easily with Latenode's pay-by-execution pricing.

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FAQ Cloze and Paramount Acceptance

How can I connect my Cloze account to Paramount Acceptance using Latenode?

To connect your Cloze account to Paramount Acceptance 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 Paramount Acceptance accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate customer onboarding using Cloze and Paramount Acceptance?

Yes, you can! Latenode lets you automate customer onboarding by triggering payment setup directly from Cloze, streamlining workflows & improving efficiency.

What types of tasks can I perform by integrating Cloze with Paramount Acceptance?

Integrating Cloze with Paramount Acceptance allows you to perform various tasks, including:

  • Automatically creating payment profiles in Paramount Acceptance from new Cloze deals.
  • Updating deal stages in Cloze based on payment status in Paramount Acceptance.
  • Sending automated payment reminders via Cloze based on Paramount Acceptance data.
  • Generating financial reports combining deal data from Cloze and payment data.
  • Triggering personalized follow-up emails in Cloze after successful payments.

Can I use custom fields from Cloze in my Latenode workflows?

Yes, Latenode supports custom fields from Cloze. Access and use them to create personalized and dynamic workflows within your automations.

Are there any limitations to the Cloze and Paramount Acceptance integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time syncing depends on the API limits of Cloze and Paramount Acceptance.
  • Complex data transformations may require custom JavaScript code.
  • Initial setup requires understanding of both Cloze and Paramount Acceptance APIs.

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