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How to connect Cloze and Qwilr
Create a New Scenario to Connect Cloze and Qwilr
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 Qwilr will be your first step. To do this, click "Choose an app," find Cloze or Qwilr, 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 Qwilr Node
Next, click the plus (+) icon on the Cloze node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
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Authenticate Qwilr
Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.
Configure the Cloze and Qwilr 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 Qwilr 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, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between Cloze and Qwilr (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 Qwilr
Qwilr + Cloze + Slack: When a Qwilr page is accepted, the corresponding Cloze contact is identified, and a notification is sent to a Slack channel to alert the sales team.
Qwilr + Cloze + Google Sheets: When a Qwilr page is accepted, information about the proposal and the associated Cloze contact are logged in a Google Sheet for revenue tracking and analysis.
Cloze and Qwilr 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 Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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See how Latenode works
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FAQ Cloze and Qwilr
How can I connect my Cloze account to Qwilr using Latenode?
To connect your Cloze account to Qwilr 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 Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Qwilr proposals using Cloze data?
Yes, you can! Latenode lets you trigger updates using Cloze events, ensuring proposals always reflect the latest deal stage. Keep clients informed and close deals faster.
What types of tasks can I perform by integrating Cloze with Qwilr?
Integrating Cloze with Qwilr allows you to perform various tasks, including:
- Create new Qwilr proposals when a deal reaches a specific stage in Cloze.
- Update existing Qwilr proposals with contact information from Cloze.
- Send a Qwilr proposal link to a Cloze contact automatically.
- Track proposal acceptance in Qwilr and update the corresponding Cloze opportunity.
- Generate personalized Qwilr proposals using data from Cloze custom fields.
How secure is my Cloze data when using Latenode integrations?
Latenode uses robust encryption and security protocols to ensure your Cloze data is protected during integration processes.
Are there any limitations to the Cloze and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex proposal designs in Qwilr might require custom scripting for accurate data transfer.
- Real-time updates depend on the API request limits of both Cloze and Qwilr.
- Certain advanced Qwilr features may not have direct equivalents in Cloze data fields.
