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How to connect Cloze and Process Street
Create a New Scenario to Connect Cloze and Process Street
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 Process Street will be your first step. To do this, click "Choose an app," find Cloze or Process Street, 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 Process Street Node
Next, click the plus (+) icon on the Cloze node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
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Authenticate Process Street
Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.
Configure the Cloze and Process Street 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 Process Street 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, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between Cloze and Process Street (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 Process Street
Cloze + Process Street + Slack: When a project is updated in Cloze, specifically when a deal is won, trigger a workflow run in Process Street to start the post-sale process and notify the sales team in a Slack channel.
Process Street + Cloze + Google Sheets: When a Process Street workflow run is completed, find the associated deal information in Cloze using data from the workflow run, and then add a new row to a Google Sheet to track the completed checklist and deal details.
Cloze and Process Street 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 Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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FAQ Cloze and Process Street
How can I connect my Cloze account to Process Street using Latenode?
To connect your Cloze account to Process Street 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 Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Process Street checklists when a deal closes in Cloze?
Yes, you can! Latenode allows you to trigger Process Street updates upon deal closure in Cloze, ensuring seamless workflow automation. This saves time and improves team coordination.
What types of tasks can I perform by integrating Cloze with Process Street?
Integrating Cloze with Process Street allows you to perform various tasks, including:
- Automatically create Process Street checklists for new Cloze leads.
- Update deal stages in Cloze based on Process Street checklist completion.
- Trigger notifications in Process Street when a Cloze opportunity reaches a specific stage.
- Create follow-up tasks in Process Street from Cloze meeting notes.
- Sync client contact information between Cloze and Process Street automatically.
Can I use JavaScript code to transform data between Cloze and Process Street?
Yes! Latenode allows custom JavaScript code to transform data, offering flexibility beyond basic field mapping between Cloze and Process Street.
Are there any limitations to the Cloze and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require intermediate steps.
- Real-time synchronization depends on the API rate limits of both apps.
- Historical data migration requires a separate, custom workflow setup.
