.svg){kind=icon}
How to connect Cloze and PostgreSQL
Create a New Scenario to Connect Cloze and PostgreSQL
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 PostgreSQL will be your first step. To do this, click "Choose an app," find Cloze or PostgreSQL, 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.
+
1
Cloze
Add the PostgreSQL Node
Next, click the plus (+) icon on the Cloze node, select PostgreSQL from the list of available apps, and choose the action you need from the list of nodes within PostgreSQL.
1
Cloze
âš™
+
2
PostgreSQL
Authenticate PostgreSQL
Now, click the PostgreSQL node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PostgreSQL settings. Authentication allows you to use PostgreSQL through Latenode.
Configure the Cloze and PostgreSQL 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 PostgreSQL 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.
5
JavaScript
âš™
6
AI Anthropic Claude 3
âš™
+
7
PostgreSQL
1
Trigger on Webhook
âš™
2
Cloze
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Cloze, PostgreSQL, 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 PostgreSQL integration works as expected. Depending on your setup, data should flow between Cloze and PostgreSQL (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 PostgreSQL
Cloze + PostgreSQL + Slack: When a new person is added or updated in Cloze, the information is logged into a PostgreSQL database. Subsequently, a notification is sent to a designated Slack channel to inform the sales team about the new contact.
PostgreSQL + Cloze + Google Sheets: When a new or updated row is added to a PostgreSQL database, the changes are reflected in Cloze by creating or updating a person record. This data is then used to add a new row to a Google Sheet, effectively tracking the database changes and generating reports.
Cloze and PostgreSQL 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.
Similar apps
Related categories
About PostgreSQL
Use PostgreSQL in Latenode to automate database tasks. Build flows that react to database changes or use stored data to trigger actions in other apps. Automate reporting, data backups, or sync data across systems without code. Scale complex data workflows easily within Latenode's visual editor.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Cloze and PostgreSQL
How can I connect my Cloze account to PostgreSQL using Latenode?
To connect your Cloze account to PostgreSQL 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 PostgreSQL accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to PostgreSQL database?
Yes, you can! Latenode allows seamless data synchronization, ensuring your PostgreSQL database is always up-to-date with new Cloze contacts. Automate with no-code, scale with code.
What types of tasks can I perform by integrating Cloze with PostgreSQL?
Integrating Cloze with PostgreSQL allows you to perform various tasks, including:
- Backing up Cloze contact data to a secure PostgreSQL database.
- Enriching Cloze leads with data from PostgreSQL tables.
- Triggering PostgreSQL updates based on Cloze deal stage changes.
- Generating custom reports combining Cloze and PostgreSQL data.
- Automating data cleaning and normalization between both platforms.
Can I filter Cloze data before it's added to PostgreSQL?
Yes, Latenode’s visual editor lets you filter data using no-code blocks or JavaScript, ensuring only relevant information is transferred to PostgreSQL.
Are there any limitations to the Cloze and PostgreSQL integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration may require manual configuration for very large datasets.
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Cloze and PostgreSQL may affect high-volume data transfers.
