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How to connect Cloze and Todoist
Create a New Scenario to Connect Cloze and Todoist
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 Todoist will be your first step. To do this, click "Choose an app," find Cloze or Todoist, 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 Todoist Node
Next, click the plus (+) icon on the Cloze node, select Todoist from the list of available apps, and choose the action you need from the list of nodes within Todoist.
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Authenticate Todoist
Now, click the Todoist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Todoist settings. Authentication allows you to use Todoist through Latenode.
Configure the Cloze and Todoist 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 Todoist 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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Save and Activate the Scenario
After configuring Cloze, Todoist, 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 Todoist integration works as expected. Depending on your setup, data should flow between Cloze and Todoist (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 Todoist
Cloze + Todoist + Slack: When a sales opportunity changes in Cloze, a task is created in Todoist to follow up. A notification is then sent to a Slack channel to inform the team about the new task.
Todoist + Cloze + Google Sheets: Upon completion of a task in Todoist, the corresponding lead's status is updated in Cloze. A new row is added to a Google Sheet to track task completion and lead updates.
Cloze and Todoist 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 Todoist
Tired of manual task management? Integrate Todoist with Latenode to automate task creation based on triggers from other apps. Update tasks, track progress, and sync data across your workflows. Latenode lets you customize logic and scale without code, connecting Todoist to your business processes for true automation.
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FAQ Cloze and Todoist
How can I connect my Cloze account to Todoist using Latenode?
To connect your Cloze account to Todoist 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 Todoist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Todoist tasks from new Cloze contacts?
Yes, you can! Latenode lets you automate task creation. Automatically generate Todoist tasks for new Cloze contacts ensuring timely follow-ups and better customer relationship management.
What types of tasks can I perform by integrating Cloze with Todoist?
Integrating Cloze with Todoist allows you to perform various tasks, including:
- Create a Todoist task when a new deal is created in Cloze.
- Update a Todoist task when a Cloze deal stage changes.
- Create a Cloze contact from a new Todoist task.
- Send a summary of open Cloze deals to Todoist daily.
- Trigger Cloze follow-up reminders based on Todoist task completion.
How does Latenode handle Cloze API rate limits effectively?
Latenode's advanced queueing and error handling ensure reliable Cloze automation, minimizing the impact of API rate limits for smooth operation.
Are there any limitations to the Cloze and Todoist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API availability of both apps.
- Historical data migration needs custom workflow design.
