Cloze and Slack bot Integration

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Connect Cloze and Slack bot to instantly broadcast new deal stages to your team. Latenode's visual editor makes complex notifications easy, while custom JavaScript steps add unique logic. Scale affordably as your pipeline grows.

Swap Apps

Cloze

Slack bot

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Cloze and Slack bot

Create a New Scenario to Connect Cloze and Slack bot

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 Slack bot will be your first step. To do this, click "Choose an app," find Cloze or Slack bot, 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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Cloze

Configure the Cloze

Click on the Cloze node to configure it. You can modify the Cloze URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Cloze

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Connect Cloze

Sign In

Run node once

Add the Slack bot Node

Next, click the plus (+) icon on the Cloze node, select Slack bot from the list of available apps, and choose the action you need from the list of nodes within Slack bot.

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Cloze

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Slack bot

Authenticate Slack bot

Now, click the Slack bot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Slack bot settings. Authentication allows you to use Slack bot through Latenode.

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Cloze

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Slack bot

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#2 Slack bot

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Connect Slack bot

Sign In

Run node once

Configure the Cloze and Slack bot Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Cloze

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Slack bot Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Cloze and Slack bot 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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Webhook response

Save and Activate the Scenario

After configuring Cloze, Slack bot, 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 Slack bot integration works as expected. Depending on your setup, data should flow between Cloze and Slack bot (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 Slack bot

Cloze + Google Sheets + Slack bot: When a new person is added or updated in Cloze, their details are added to a Google Sheet, and a welcome message is sent to them via Slack.

Slack bot + Cloze + Airtable: When a Slack user requests contact information, the bot searches for the contact in Cloze. If found, the request and contact details are logged in Airtable.

Cloze and Slack bot 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.

About Slack bot

Use Slack bot within Latenode to automate notifications and actions based on real-time triggers. Update databases, post alerts, or start complex workflows directly from Slack commands. Latenode lets you visually build and scale these interactions without code, adding custom logic and connecting to any API with ease.

See how Latenode works

FAQ Cloze and Slack bot

How can I connect my Cloze account to Slack bot using Latenode?

To connect your Cloze account to Slack bot 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 Slack bot accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I get Cloze notifications in Slack for new leads?

Yes, you can! Latenode lets you automate Cloze alerts directly to Slack. Stay informed and respond faster with real-time notifications, enhancing lead engagement.

What types of tasks can I perform by integrating Cloze with Slack bot?

Integrating Cloze with Slack bot allows you to perform various tasks, including:

  • Send Slack notifications for new Cloze opportunities.
  • Post Cloze contact updates to a specific Slack channel.
  • Create Cloze contacts from new Slack channel members.
  • Trigger Cloze actions based on Slack commands.
  • Log Slack conversations as notes in Cloze.

Can I use JavaScript with the Cloze integration in Latenode?

Yes! Latenode allows JavaScript functions to extend the Cloze integration, enabling custom data transformations and advanced logic.

Are there any limitations to the Cloze and Slack bot integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Custom object support in Cloze is limited.
  • Slack message formatting may require adjustments.
  • Initial setup requires API key configuration.

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