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How to connect Cloze and Softr
Create a New Scenario to Connect Cloze and Softr
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 Softr will be your first step. To do this, click "Choose an app," find Cloze or Softr, 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 Softr Node
Next, click the plus (+) icon on the Cloze node, select Softr from the list of available apps, and choose the action you need from the list of nodes within Softr.
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Authenticate Softr
Now, click the Softr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Softr settings. Authentication allows you to use Softr through Latenode.
Configure the Cloze and Softr 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 Softr 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, Softr, 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 Softr integration works as expected. Depending on your setup, data should flow between Cloze and Softr (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 Softr
Cloze + Softr + Airtable: When a person's data is changed in Cloze, their user profile is updated in Softr, and the changes are logged as a new record in Airtable for reporting purposes.
Softr + Cloze + Google Sheets: When a user submits a form on a Softr site, a new contact is created or updated in Cloze, and a new row containing the submission data is added to a Google Sheet.
Cloze and Softr 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 Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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FAQ Cloze and Softr
How can I connect my Cloze account to Softr using Latenode?
To connect your Cloze account to Softr 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 Softr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Softr based on Cloze deal stages?
Yes, you can! Latenode lets you visually map Cloze deal stages to Softr updates, automating customer data flow and eliminating manual updates. Build custom logic using JavaScript for tailored automation.
What types of tasks can I perform by integrating Cloze with Softr?
Integrating Cloze with Softr allows you to perform various tasks, including:
- Automatically create new Softr users when a new contact is added in Cloze.
- Update Softr records whenever a deal stage changes in Cloze.
- Send personalized email sequences via Cloze for new Softr sign-ups.
- Sync contact information between Cloze and Softr databases in real-time.
- Trigger internal notifications in Softr based on Cloze activity.
HowsecureisCloze’sdatasyncwhenconnectedtoSoftrviaLatenode?
Latenode uses secure connections and encryption to protect your data during synchronization between Cloze and Softr. Control access via granular permissions.
Are there any limitations to the Cloze and Softr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Large data volumes may impact execution time without optimization.
- Rate limits from Cloze and Softr may affect high-frequency workflows.
