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How to connect Cloze and Streamtime
Create a New Scenario to Connect Cloze and Streamtime
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 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.
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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.
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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:
- 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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Streamtime
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Streamtime, 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 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.
Most powerful ways to connect Cloze and Streamtime
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.
Cloze and Streamtime 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 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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FAQ Cloze and Streamtime
How can I connect my Cloze account to Streamtime using Latenode?
To connect your Cloze account to Streamtime 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 Streamtime accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create new Streamtime clients from Cloze contact information.
- Update Streamtime project status based on Cloze deal stages.
- Log Cloze call notes as project updates in Streamtime.
- Generate Streamtime invoices based on won Cloze opportunities.
- Sync Cloze meeting schedules to Streamtime project timelines.
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:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on the APIs of both apps.
- Large data migrations may require batch processing strategies.
