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How to connect Cloze and Smsapi
Create a New Scenario to Connect Cloze and Smsapi
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 Smsapi will be your first step. To do this, click "Choose an app," find Cloze or Smsapi, 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 Smsapi Node
Next, click the plus (+) icon on the Cloze node, select Smsapi from the list of available apps, and choose the action you need from the list of nodes within Smsapi.
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Authenticate Smsapi
Now, click the Smsapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smsapi settings. Authentication allows you to use Smsapi through Latenode.
Configure the Cloze and Smsapi 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 Smsapi 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, Smsapi, 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 Smsapi integration works as expected. Depending on your setup, data should flow between Cloze and Smsapi (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 Smsapi
Cloze + Smsapi + Google Sheets: Whenever an SMS message is sent from Cloze via Smsapi, the details of the message (recipient, content, timestamp) are logged in a Google Sheet for tracking and analysis.
Smsapi + Cloze + Slack: When a contact responds to an SMS message sent via Smsapi and tracked in Cloze, a notification is sent to the sales team in Slack to facilitate timely follow-up.
Cloze and Smsapi 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 Smsapi
Use Smsapi in Latenode to automate SMS notifications and alerts within your workflows. Send appointment reminders, order updates, or critical alerts automatically based on triggers from your apps. Unlike basic SMS integrations, Latenode allows you to customize messages with data transformations and conditional logic, ensuring relevant and timely communication for each user, scaling with your business needs.
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FAQ Cloze and Smsapi
How can I connect my Cloze account to Smsapi using Latenode?
To connect your Cloze account to Smsapi 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 Smsapi accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS reminders for Cloze appointments?
Yes, easily! Latenode's visual editor makes building this automation simple. Send timely reminders and improve meeting attendance, all without coding.
What types of tasks can I perform by integrating Cloze with Smsapi?
Integrating Cloze with Smsapi allows you to perform various tasks, including:
- Send personalized SMS updates to Cloze contacts based on deal stages.
- Automatically create SMS campaigns from new Cloze leads.
- Log SMS interactions directly within Cloze contact histories.
- Trigger SMS notifications for important Cloze opportunity updates.
- Send follow-up SMS messages after Cloze-scheduled meetings.
How do I handle errors in my Cloze automations?
Latenode provides detailed error logs and retry mechanisms. This ensures your Cloze automations run smoothly, minimizing missed messages.
Are there any limitations to the Cloze and Smsapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- SMS delivery rates are subject to Smsapi's carrier policies.
- Cloze API rate limits may affect high-volume workflows.
- Complex data transformations may require JavaScript knowledge.
