.svg){kind=icon}
How to connect Cloze and Tools
Create a New Scenario to Connect Cloze and Tools
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 Tools will be your first step. To do this, click "Choose an app," find Cloze or Tools, 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.
+
1
Cloze
Add the Tools Node
Next, click the plus (+) icon on the Cloze node, select Tools from the list of available apps, and choose the action you need from the list of nodes within Tools.
1
Cloze
⚙
+
2
Tools
Authenticate Tools
Now, click the Tools node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tools settings. Authentication allows you to use Tools through Latenode.
Configure the Cloze and Tools 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 Tools 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Tools
1
Trigger on Webhook
⚙
2
Cloze
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Cloze, Tools, 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 Tools integration works as expected. Depending on your setup, data should flow between Cloze and Tools (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 Tools
Cloze + Tools + Slack: When a project is updated in Cloze, relevant information is retrieved from Tools using a key-value storage system. This information is then sent to a designated Slack channel to keep the team informed.
Tools + Cloze + Google Sheets: When data is added to Tools, it is linked with customer interaction data from Cloze. This combined information is then added as a new row to a Google Sheet for reporting and analysis.
Cloze and Tools 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.
Similar apps
Related categories
About Tools
Use Tools inside Latenode to automate tasks that lack native integrations. Control applications via UI automation, extract data from complex websites, and then pipe the results into other services. Add custom logic with JavaScript for precise control, scaling processes affordably with Latenode's usage-based pricing.
Related categories
See how Latenode works
.svg)
.png)
FAQ Cloze and Tools
How can I connect my Cloze account to Tools using Latenode?
To connect your Cloze account to Tools 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 Tools accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Tools tasks when a Cloze deal stage changes?
Yes, you can! Latenode allows real-time triggers so deal stage changes in Cloze automatically update corresponding tasks in Tools, streamlining project management and improving team alignment.
What types of tasks can I perform by integrating Cloze with Tools?
Integrating Cloze with Tools allows you to perform various tasks, including:
- Create Tools project tasks when a new deal is added to Cloze.
- Update project status in Tools when a Cloze deal reaches a specific stage.
- Sync Cloze contact information with Tools project team members.
- Generate personalized reports combining Cloze sales data and Tools task completion metrics.
- Trigger email notifications via Cloze based on task deadlines in Tools.
How secure is my Cloze data when using Latenode integrations?
Latenode employs advanced encryption and security protocols, ensuring your Cloze data is protected during integration and workflow execution.
Are there any limitations to the Cloze and Tools integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Tools project structures might require custom JavaScript code for full automation.
- Real-time synchronization depends on the API rate limits of both Cloze and Tools.
- Attachments in Cloze may not be directly transferable to Tools without conversion.
