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How to connect Cloze and Thankster
Create a New Scenario to Connect Cloze and Thankster
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 Thankster will be your first step. To do this, click "Choose an app," find Cloze or Thankster, 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 Thankster Node
Next, click the plus (+) icon on the Cloze node, select Thankster from the list of available apps, and choose the action you need from the list of nodes within Thankster.
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Authenticate Thankster
Now, click the Thankster node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Thankster settings. Authentication allows you to use Thankster through Latenode.
Configure the Cloze and Thankster 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 Thankster 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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Thankster
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Thankster, 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 Thankster integration works as expected. Depending on your setup, data should flow between Cloze and Thankster (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 Thankster
Cloze + Thankster + Slack: When a deal closes in Cloze, a Thankster card is sent to the client. A notification is sent to a Slack channel to inform the sales team.
Thankster + Cloze + Google Sheets: Track Thankster cards sent after a Cloze deal closes in a Google Sheet. This allows for easy ROI analysis.
Cloze and Thankster 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 Thankster
Use Thankster in Latenode to automate personalized handwritten notes for customers. Trigger notes based on events like purchases or milestones. Enhance CRM workflows by adding a human touch. Latenode lets you manage Thankster requests at scale with no-code logic and custom integrations. Centralize and track all your personalized outreach.
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See how Latenode works
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FAQ Cloze and Thankster
How can I connect my Cloze account to Thankster using Latenode?
To connect your Cloze account to Thankster 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 Thankster accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send thank-you notes after closing deals?
Yes! Latenode lets you trigger Thankster cards when deals close in Cloze. This ensures personalized follow-up, boosting client relationships with automated, sincere gratitude.
What types of tasks can I perform by integrating Cloze with Thankster?
Integrating Cloze with Thankster allows you to perform various tasks, including:
- Automatically send a thank you card upon reaching a specific sales stage.
- Create personalized Thankster cards triggered by new Cloze contact creation.
- Update contact information in Thankster based on changes in Cloze.
- Send Thankster cards based on deal size or customer segment in Cloze.
- Schedule Thankster card delivery based on Cloze task completion dates.
Can I use custom JavaScript code to transform data between Cloze and Thankster?
Yes! Latenode’s JavaScript node allows advanced data manipulation, unlocking complex transformations not possible with standard integrations for ultimate flexibility.
Are there any limitations to the Cloze and Thankster integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on Cloze and Thankster API availability.
- Complex data transformations might require JavaScript coding knowledge.
- Bulk operations are subject to API rate limits of Cloze and Thankster.
