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How to connect Cloze and Shippo
Create a New Scenario to Connect Cloze and Shippo
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 Shippo will be your first step. To do this, click "Choose an app," find Cloze or Shippo, 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 Shippo Node
Next, click the plus (+) icon on the Cloze node, select Shippo from the list of available apps, and choose the action you need from the list of nodes within Shippo.
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Authenticate Shippo
Now, click the Shippo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Shippo settings. Authentication allows you to use Shippo through Latenode.
Configure the Cloze and Shippo 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 Shippo 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, Shippo, 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 Shippo integration works as expected. Depending on your setup, data should flow between Cloze and Shippo (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 Shippo
Cloze + Shippo + Google Sheets: When a new shipping label is created in Shippo, find the corresponding deal in Cloze. Then, add a row to a Google Sheet logging the deal and shipment details for tracking and analysis.
Shippo + Cloze + Slack: When a new shipping label is created in Shippo, find the associated deal or contact in Cloze. Then, send a Slack notification to the sales rep associated with the deal or contact, informing them that the package has shipped.
Cloze and Shippo 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 Shippo
Connect Shippo to Latenode and automate shipping tasks. Create workflows that trigger label generation or shipment tracking updates based on order events. Combine Shippo with other apps to streamline fulfillment, inventory, and customer notifications, all visually and without code, scaling affordably.
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FAQ Cloze and Shippo
How can I connect my Cloze account to Shippo using Latenode?
To connect your Cloze account to Shippo 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 Shippo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate shipment creation after closing a deal?
Yes, you can! Latenode lets you automatically create Shippo shipments when deals are closed in Cloze, saving time and ensuring prompt fulfillment. Use our visual editor for seamless setup.
What types of tasks can I perform by integrating Cloze with Shippo?
Integrating Cloze with Shippo allows you to perform various tasks, including:
- Automatically creating Shippo shipments for new Cloze customers.
- Updating Cloze contacts with Shippo tracking information.
- Triggering Cloze reminders when shipments are delivered.
- Generating shipping labels in Shippo from Cloze deal data.
- Sending automated thank-you notes via Cloze after delivery.
Can I use JavaScript functions to customize Cloze data?
Yes, with Latenode you can use JavaScript to transform Cloze data before sending it to Shippo, or vice versa. This allows for complex customizations.
Are there any limitations to the Cloze and Shippo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Cloze and Shippo may affect high-volume workflows.
- Custom field mappings require careful configuration.
- Advanced error handling might need custom JavaScript logic.
