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How to connect Cloze and Trint
Create a New Scenario to Connect Cloze and Trint
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 Trint will be your first step. To do this, click "Choose an app," find Cloze or Trint, 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 Trint Node
Next, click the plus (+) icon on the Cloze node, select Trint from the list of available apps, and choose the action you need from the list of nodes within Trint.
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Authenticate Trint
Now, click the Trint node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Trint settings. Authentication allows you to use Trint through Latenode.
Configure the Cloze and Trint 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 Trint 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Trint, 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 Trint integration works as expected. Depending on your setup, data should flow between Cloze and Trint (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 Trint
Trint + Cloze + Slack: When a new event is created in Trint (transcription complete), the transcript file is exported. This file is then added as a communication record to the corresponding contact in Cloze. Finally, a message is sent to a designated Slack channel, notifying the team about the new transcription and linking to the Cloze record.
Trint + Cloze + Google Docs: Upon a new Trint event (transcription complete), the transcript is exported and used to create a new document in Google Docs. A summary note, including a link to the Google Doc, is then added to the relevant contact in Cloze.
Cloze and Trint 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 Trint
Automate audio/video transcription workflows with Trint in Latenode. Extract text, identify speakers, and analyze content directly within your automated scenarios. Route transcripts to document storage, content management systems, or AI models for sentiment analysis. Simplify media workflows and automate reporting using Latenode's visual editor and flexible data handling.
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FAQ Cloze and Trint
How can I connect my Cloze account to Trint using Latenode?
To connect your Cloze account to Trint 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 Trint accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically transcribe Cloze call recordings into Trint?
Yes, you can! Latenode enables automated workflows to send Cloze call recordings to Trint for transcription. Save time and instantly analyze calls for key insights.
What types of tasks can I perform by integrating Cloze with Trint?
Integrating Cloze with Trint allows you to perform various tasks, including:
- Automatically transcribing sales calls recorded in Cloze via Trint.
- Creating Trint transcripts from Cloze customer interview recordings.
- Updating Cloze contact notes with summaries from Trint transcriptions.
- Analyzing call sentiment from Trint transcripts and flagging key opportunities in Cloze.
- Generating Cloze follow-up tasks based on action items identified in Trint.
Can I filter Cloze calls by rep before transcribing in Trint?
Yes, Latenode allows filtering Cloze data before sending it to Trint, ensuring reps only receive relevant call transcripts. Leverage JavaScript for precise control.
Are there any limitations to the Cloze and Trint integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Trint files may require longer processing times, impacting workflow speed.
- Initial setup requires valid API credentials and permissions for both Cloze and Trint.
- Advanced features require familiarity with Latenode's expression language and data mapping.
