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How to connect Cloze and Pipefy
Create a New Scenario to Connect Cloze and Pipefy
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 Pipefy will be your first step. To do this, click "Choose an app," find Cloze or Pipefy, 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 Pipefy Node
Next, click the plus (+) icon on the Cloze node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
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Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the Cloze and Pipefy 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 Pipefy 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, Pipefy, 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 Pipefy integration works as expected. Depending on your setup, data should flow between Cloze and Pipefy (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 Pipefy
Cloze + Pipefy + Slack: When a project is updated to a closed status in Cloze, a card is created in Pipefy. Subsequently, a message is sent to a Slack channel to notify the team about the new project card creation.
Pipefy + Cloze + Google Sheets: When a card's phase changes in Pipefy, update the corresponding project in Cloze. Additionally, log the phase change and Cloze project update details in a Google Sheet for reporting purposes.
Cloze and Pipefy 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 Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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FAQ Cloze and Pipefy
How can I connect my Cloze account to Pipefy using Latenode?
To connect your Cloze account to Pipefy 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 Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze leads to Pipefy pipelines?
Yes, you can! Latenode allows you to automatically add new Cloze leads to your Pipefy pipelines, streamlining your sales process and improving lead management efficiency.
What types of tasks can I perform by integrating Cloze with Pipefy?
Integrating Cloze with Pipefy allows you to perform various tasks, including:
- Create Pipefy cards from new Cloze opportunities.
- Update Cloze contacts when Pipefy card stages change.
- Trigger Pipefy automations from Cloze activity.
- Synchronize contact information between the two apps.
- Generate reports combining data from Cloze and Pipefy.
Can I use JavaScript to transform Cloze data before it enters Pipefy?
Yes! Latenode allows you to use JavaScript code blocks to transform data, ensuring perfect data mapping between Cloze and Pipefy.
Are there any limitations to the Cloze and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time synchronization depends on the API limits of Cloze and Pipefy.
- Initial setup requires understanding of both Cloze and Pipefy data structures.
