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How to connect Cloze and SmartSuite
Create a New Scenario to Connect Cloze and SmartSuite
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 SmartSuite will be your first step. To do this, click "Choose an app," find Cloze or SmartSuite, 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 SmartSuite Node
Next, click the plus (+) icon on the Cloze node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the Cloze and SmartSuite 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 SmartSuite 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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Save and Activate the Scenario
After configuring Cloze, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between Cloze and SmartSuite (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 SmartSuite
Cloze + SmartSuite + Slack: When a project reaches a specific stage in Cloze, this automation updates the corresponding project status in SmartSuite and sends a notification to a designated Slack channel to inform the team.
SmartSuite + Cloze + Google Sheets: When a new project is created in SmartSuite, this automation creates a corresponding contact in Cloze and logs the contact details in a Google Sheets spreadsheet for record-keeping and analysis.
Cloze and SmartSuite 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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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See how Latenode works
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FAQ Cloze and SmartSuite
How can I connect my Cloze account to SmartSuite using Latenode?
To connect your Cloze account to SmartSuite 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 SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to SmartSuite?
Yes, you can! Latenode enables automated contact syncing. New Cloze contacts are instantly added to SmartSuite, keeping your data consistent and saving you manual data entry time.
What types of tasks can I perform by integrating Cloze with SmartSuite?
Integrating Cloze with SmartSuite allows you to perform various tasks, including:
- Automatically create SmartSuite records from new Cloze opportunities.
- Update SmartSuite tasks when a deal stage changes in Cloze.
- Trigger Cloze email sequences when a new SmartSuite project is created.
- Log Cloze call activity in SmartSuite for comprehensive reporting.
- Synchronize contact information between Cloze and SmartSuite.
Can I use custom fields from Cloze with SmartSuite in Latenode?
Yes! Latenode supports mapping custom fields for data consistency. Use JavaScript blocks for complex transformations, seamlessly bridging data between Cloze and SmartSuite.
Are there any limitations to the Cloze and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Cloze and SmartSuite APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript coding for advanced use cases.
- Initial setup requires understanding of both Cloze and SmartSuite data structures.
