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Automatically send contracts from Cloze using Signnow when deals reach specific stages. Latenode's visual editor and affordable pricing make setting up and scaling your sales automation easier than ever, adding custom logic with JavaScript.
Connect Cloze and Signnow in minutes with Latenode.
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Create a New Scenario to Connect Cloze and Signnow
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Signnow will be your first step. To do this, click "Choose an app," find Cloze or Signnow, 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 Signnow Node
Next, click the plus (+) icon on the Cloze node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
Cloze
β
Signnow
Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Cloze and Signnow 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 Signnow Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Signnow
Trigger on Webhook
β
Cloze
β
β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Signnow, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Cloze and Signnow integration works as expected. Depending on your setup, data should flow between Cloze and Signnow (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Signnow + Cloze + Slack: When a document is signed in Signnow, update the corresponding contact in Cloze and send a notification in Slack.
Signnow + Cloze + Google Sheets: When a document is signed in Signnow, log the details to a Google Sheet and update the client information in Cloze.
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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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How can I connect my Cloze account to Signnow using Latenode?
To connect your Cloze account to Signnow on Latenode, follow these steps:
Can I automate contract sending upon new Cloze deal stage?
Yes, you can! Latenode's visual editor makes it easy to trigger Signnow document sending when a deal reaches a specific stage in Cloze, saving time and ensuring prompt action.
What types of tasks can I perform by integrating Cloze with Signnow?
Integrating Cloze with Signnow allows you to perform various tasks, including:
Can I use JavaScript to further customize my Cloze Signnow workflows?
Yes! Latenode allows you to embed JavaScript code within your workflows to customize the integration, handle complex data transformations, and more.
Are there any limitations to the Cloze and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: