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How to connect Cloze and Soax
Create a New Scenario to Connect Cloze and Soax
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 Soax will be your first step. To do this, click "Choose an app," find Cloze or Soax, 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 Soax Node
Next, click the plus (+) icon on the Cloze node, select Soax from the list of available apps, and choose the action you need from the list of nodes within Soax.
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Soax
Authenticate Soax
Now, click the Soax node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Soax settings. Authentication allows you to use Soax through Latenode.
Configure the Cloze and Soax 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 Soax 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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Soax
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Soax, 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 Soax integration works as expected. Depending on your setup, data should flow between Cloze and Soax (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 Soax
Soax + Cloze + Slack: When Soax enriches lead data, Cloze updates or creates a person record. Then, Slack sends a direct message to the sales representative containing the updated lead information.
Soax + Cloze + Google Sheets: Soax enriches lead data, then Cloze updates or creates a person record. Finally, the enriched data from both Soax and Cloze is added as a new row in Google Sheets for reporting.
Cloze and Soax 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 Soax
Use Soax proxies in Latenode for reliable data extraction and automation that avoids blocks. Integrate Soax into your Latenode workflows to scrape websites, automate social media tasks, or monitor pricing changes without IP restrictions. Scale your data gathering processes using Latenode's visual editor and scheduling tools for consistent, error-free performance.
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See how Latenode works
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FAQ Cloze and Soax
How can I connect my Cloze account to Soax using Latenode?
To connect your Cloze account to Soax 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 Soax accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich Cloze leads with Soax proxy data?
Yes! Latenode's visual editor simplifies data enrichment. Automatically update Cloze leads with Soax data, improving lead quality and sales efficiency.
What types of tasks can I perform by integrating Cloze with Soax?
Integrating Cloze with Soax allows you to perform various tasks, including:
- Automatically updating Cloze contacts with verified Soax IP address data.
- Triggering Cloze follow-ups based on Soax proxy connection status.
- Creating new Cloze leads from successful Soax data extractions.
- Logging Soax data requests within Cloze contact activity timelines.
- Monitoring Soax proxy performance and updating Cloze dashboards.
HowsecureistheClozeintegrationonLatenode?
Latenode uses industry-standard security protocols for Cloze. Your data is encrypted, and access is carefully controlled. Benefit from secure automation!
Are there any limitations to the Cloze and Soax integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the Cloze and Soax API limits.
- Custom data mapping requires familiarity with Cloze and Soax data structures.
- Complex workflows might require JavaScript knowledge for advanced customization.
