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How to connect Cloze and Simplesat
Create a New Scenario to Connect Cloze and Simplesat
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 Simplesat will be your first step. To do this, click "Choose an app," find Cloze or Simplesat, 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 Simplesat Node
Next, click the plus (+) icon on the Cloze node, select Simplesat from the list of available apps, and choose the action you need from the list of nodes within Simplesat.
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Authenticate Simplesat
Now, click the Simplesat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplesat settings. Authentication allows you to use Simplesat through Latenode.
Configure the Cloze and Simplesat 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 Simplesat 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, Simplesat, 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 Simplesat integration works as expected. Depending on your setup, data should flow between Cloze and Simplesat (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 Simplesat
Cloze + Simplesat + Slack: When a project changes in Cloze, trigger a Simplesat survey, and post the survey's responses in a Slack channel for team visibility.
Simplesat + Cloze + Google Sheets: Log Simplesat survey responses from new answers, relating to existing Cloze contacts, into a Google Sheet for analysis.
Cloze and Simplesat 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 Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
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See how Latenode works
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FAQ Cloze and Simplesat
How can I connect my Cloze account to Simplesat using Latenode?
To connect your Cloze account to Simplesat 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 Simplesat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Simplesat surveys from new Cloze opportunities?
Yes, you can! With Latenode, automatically trigger Simplesat surveys upon new Cloze opportunity creation. Capture vital feedback and improve sales effectiveness seamlessly.
What types of tasks can I perform by integrating Cloze with Simplesat?
Integrating Cloze with Simplesat allows you to perform various tasks, including:
- Automatically send satisfaction surveys after closing deals in Cloze.
- Update Cloze opportunity details based on Simplesat survey responses.
- Create new Simplesat contacts when new Cloze leads are created.
- Analyze survey feedback alongside customer data within Latenode.
- Trigger internal alerts based on negative Simplesat feedback scores.
Can I use JavaScript within my Cloze + Simplesat automations?
Yes! Latenode allows you to use JavaScript for advanced data manipulation and custom logic within your Cloze and Simplesat workflows, enabling powerful automation.
Are there any limitations to the Cloze and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API limits of Cloze and Simplesat.
- Complex data transformations may require advanced JavaScript knowledge.
- Initial setup requires valid API keys and authentication for both platforms.
