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How to connect Cloze and Tavily
Create a New Scenario to Connect Cloze and Tavily
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 Tavily will be your first step. To do this, click "Choose an app," find Cloze or Tavily, 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 Tavily Node
Next, click the plus (+) icon on the Cloze node, select Tavily from the list of available apps, and choose the action you need from the list of nodes within Tavily.
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Authenticate Tavily
Now, click the Tavily node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tavily settings. Authentication allows you to use Tavily through Latenode.
Configure the Cloze and Tavily 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 Tavily 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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Tavily
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Tavily, 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 Tavily integration works as expected. Depending on your setup, data should flow between Cloze and Tavily (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 Tavily
Cloze + Tavily + Slack: When a person is changed in Cloze, Tavily searches for information about their company. The search results are then sent to a specified Slack channel.
Tavily + Cloze + Google Sheets: Use Tavily to search for information on a specific topic. Then add that information to a Google Sheet, along with the Cloze contact details associated with the topic.
Cloze and Tavily 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 Tavily
Use Tavily in Latenode to automate research workflows. Retrieve and analyze data from various sources for competitive intelligence or market research. Integrate Tavily’s search API into Latenode for automated content aggregation and report generation. Connect to AI models or databases, scaling your data processing without complex coding.
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FAQ Cloze and Tavily
How can I connect my Cloze account to Tavily using Latenode?
To connect your Cloze account to Tavily 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 Tavily accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich Cloze contacts with Tavily search results?
Yes, you can! Latenode allows you to automatically enrich Cloze contacts using Tavily's search capabilities, saving time and improving data quality. Use our AI block to summarize the search results.
What types of tasks can I perform by integrating Cloze with Tavily?
Integrating Cloze with Tavily allows you to perform various tasks, including:
- Automatically searching for news articles related to Cloze contacts.
- Updating Cloze contacts with relevant company information from Tavily.
- Creating Cloze tasks based on Tavily search result triggers.
- Using AI to summarize Tavily search results and add them to Cloze notes.
- Monitoring competitor mentions via Tavily and logging them in Cloze.
How can I trigger a Tavily search from a new Cloze contact?
Use Latenode's visual editor to create a workflow that triggers a Tavily search when a new contact is added in Cloze. Our no-code blocks simplify the setup.
Are there any limitations to the Cloze and Tavily integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Tavily API usage is subject to their rate limits, potentially affecting high-volume workflows.
- Complex data transformations may require JavaScript coding for optimal results.
- Initial setup requires understanding of both Cloze and Tavily API structures.
