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Unify sales and project data by connecting Cloze to Scoro. Latenode's visual editor makes it easy to sync customer interactions into Scoro projects, track progress, and trigger actions with flexible API calls—all while keeping costs low with execution-based pricing.
Connect Cloze and Scoro in minutes with Latenode.
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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.
Cloze
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.
Cloze
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Scoro
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:
JavaScript
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AI Anthropic Claude 3
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Scoro
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, 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.
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.
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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How can I connect my Cloze account to Scoro using Latenode?
To connect your Cloze account to Scoro on Latenode, follow these steps:
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:
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: