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How to connect Cloze and Systeme IO
Create a New Scenario to Connect Cloze and Systeme IO
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 Systeme IO will be your first step. To do this, click "Choose an app," find Cloze or Systeme IO, 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 Systeme IO Node
Next, click the plus (+) icon on the Cloze node, select Systeme IO from the list of available apps, and choose the action you need from the list of nodes within Systeme IO.
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Authenticate Systeme IO
Now, click the Systeme IO node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Systeme IO settings. Authentication allows you to use Systeme IO through Latenode.
Configure the Cloze and Systeme IO 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 Systeme IO 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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Systeme IO
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Systeme IO, 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 Systeme IO integration works as expected. Depending on your setup, data should flow between Cloze and Systeme IO (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 Systeme IO
Cloze + Systeme IO + Google Sheets: When a new event occurs in Systeme IO (e.g., new contact, new sale), the contact details are retrieved and used to create or update a person's profile in Cloze. This updated information, along with the event details, is then added as a new row in a Google Sheets spreadsheet for reporting and tracking.
Systeme IO + Cloze + Slack: When a new event occurs in Systeme IO (e.g., a new sale), the system updates or creates a customer profile in Cloze. Following this update, a notification is sent to a designated Slack channel to inform the sales team about the new sale and the updated customer profile.
Cloze and Systeme IO 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 Systeme IO
Use Systeme IO in Latenode to automate marketing workflows. Connect it to other apps, process form data, and manage contacts in a visual builder. Unlike standalone setups, Latenode lets you add custom logic with JavaScript, enrich data, and scale automation without step limits. Perfect for complex marketing funnels.
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FAQ Cloze and Systeme IO
How can I connect my Cloze account to Systeme IO using Latenode?
To connect your Cloze account to Systeme IO 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 Systeme IO accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Cloze leads to Systeme IO?
Yes, you can! Latenode allows seamless automation, instantly adding new Cloze leads to Systeme IO for streamlined marketing and follow-up, saving you time and effort.
What types of tasks can I perform by integrating Cloze with Systeme IO?
Integrating Cloze with Systeme IO allows you to perform various tasks, including:
- Create Systeme IO contacts when a new deal is won in Cloze.
- Update Systeme IO tags when a Cloze contact is updated.
- Send email sequences via Systeme IO to new Cloze leads.
- Enroll Cloze contacts in Systeme IO courses.
- Trigger Systeme IO automations from Cloze activity.
Can I filter Cloze contacts before adding to Systeme IO?
Yes! Latenode’s visual editor allows you to add filters to ensure only qualified Cloze contacts are synced to Systeme IO.
Are there any limitations to the Cloze and Systeme IO integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by Cloze and Systeme IO still apply.
- Real-time syncing depends on the API availability of both apps.
