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Automatically create Streamtime projects from won Cloze deals. Using Latenode's visual editor, customize data transfer and logic to perfectly match your project needs. Scale these automations affordably as your agency grows.
Connect Cloze and Streamtime in minutes with Latenode.
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Create a New Scenario to Connect Cloze and Streamtime
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Streamtime will be your first step. To do this, click "Choose an app," find Cloze or Streamtime, 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.
Cloze
Add the Streamtime Node
Next, click the plus (+) icon on the Cloze node, select Streamtime from the list of available apps, and choose the action you need from the list of nodes within Streamtime.
Cloze
β
Streamtime
Authenticate Streamtime
Now, click the Streamtime node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streamtime settings. Authentication allows you to use Streamtime through Latenode.
Configure the Cloze and Streamtime 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 Streamtime Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Streamtime
Trigger on Webhook
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Cloze
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Streamtime, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Cloze and Streamtime integration works as expected. Depending on your setup, data should flow between Cloze and Streamtime (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Streamtime + Slack: When a new client interaction is logged in Cloze, update the corresponding project's timeline in Streamtime. Then, notify the project managers in Slack with the details of the interaction and timeline update.
Streamtime + Cloze + Google Sheets: When a job is updated in Streamtime, it triggers a check for related client data in Cloze. A summary of project performance, including Streamtime hours and Cloze client data, is then added to a Google Sheet.
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 Streamtime
Streamtime project management inside Latenode: automate tasks like invoice creation based on project status, or sync time entries with accounting. Connect Streamtime to other apps via Latenode's visual editor and AI tools. Customize further with JavaScript for complex workflows. Manage projects and data automatically.
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How can I connect my Cloze account to Streamtime using Latenode?
To connect your Cloze account to Streamtime on Latenode, follow these steps:
Can I automatically create Streamtime projects from new Cloze opportunities?
Yes, you can! Latenode allows you to automatically trigger project creation in Streamtime when a new opportunity is created in Cloze, streamlining your workflow and saving valuable time.
What types of tasks can I perform by integrating Cloze with Streamtime?
Integrating Cloze with Streamtime allows you to perform various tasks, including:
How easily can I customize Cloze integrations on Latenode?
Latenode provides both no-code blocks and JavaScript support, so you can tailor Cloze integrations exactly to your needs with minimal effort.
Are there any limitations to the Cloze and Streamtime integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: