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Automatically trigger Process Street checklists from Cloze deals, ensuring consistent sales processes and efficient onboarding. Latenode’s visual editor and affordable execution pricing makes scaling these automations effortless, adding custom logic with Javascript if needed.
Connect Cloze and Process Street in minutes with Latenode.
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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.
Cloze
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.
Cloze
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Process Street
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:
JavaScript
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AI Anthropic Claude 3
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Process Street
Trigger on Webhook
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Cloze
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Iterator
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Webhook response
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.
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.
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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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:
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:
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: