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How to connect Cloze and Scoro
Create a New Scenario to Connect Cloze and Scoro
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 Scoro will be your first step. To do this, click "Choose an app," find Cloze or Scoro, 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 Scoro Node
Next, click the plus (+) icon on the Cloze node, select Scoro from the list of available apps, and choose the action you need from the list of nodes within Scoro.
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Authenticate Scoro
Now, click the Scoro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Scoro settings. Authentication allows you to use Scoro through Latenode.
Configure the Cloze and Scoro 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 Scoro 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, Scoro, 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 Scoro integration works as expected. Depending on your setup, data should flow between Cloze and Scoro (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 Scoro
Cloze + Scoro + Google Calendar: When a new or updated person is created in Cloze, find or create a matching client in Scoro. Then, create a Google Calendar event for a meeting with that client, linking back to the Scoro client for context.
Cloze + Scoro + Slack: When a project is changed in Cloze, update the project status in Scoro. Then, send a notification to a designated Slack channel to inform the sales team of the change.
Cloze and Scoro 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 Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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FAQ Cloze and Scoro
How can I connect my Cloze account to Scoro using Latenode?
To connect your Cloze account to Scoro 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 Scoro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update deal stages?
Yes, you can! Latenode's visual editor makes it easy to sync Cloze deal stages with Scoro project phases, ensuring accurate reporting and automated team task assignments.
What types of tasks can I perform by integrating Cloze with Scoro?
Integrating Cloze with Scoro allows you to perform various tasks, including:
- Create new Scoro projects when a deal is won in Cloze.
- Automatically sync contact information between Cloze and Scoro.
- Generate invoices in Scoro based on closed opportunities in Cloze.
- Update Cloze opportunity details when a project milestone is completed in Scoro.
- Trigger custom notifications in Slack or email based on events in either app.
Can I transform data between Cloze and Scoro on Latenode?
Yes, Latenode allows transformations, ensuring data compatibility. Use JavaScript blocks to handle complex transformations.
Are there any limitations to the Cloze and Scoro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on the API limits of Cloze and Scoro.
- Historical data migration might require a separate, one-time workflow.
