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How to connect Cloze and Twist
Create a New Scenario to Connect Cloze and Twist
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 Twist will be your first step. To do this, click "Choose an app," find Cloze or Twist, 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 Twist Node
Next, click the plus (+) icon on the Cloze node, select Twist from the list of available apps, and choose the action you need from the list of nodes within Twist.
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Authenticate Twist
Now, click the Twist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Twist settings. Authentication allows you to use Twist through Latenode.
Configure the Cloze and Twist 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 Twist 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, Twist, 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 Twist integration works as expected. Depending on your setup, data should flow between Cloze and Twist (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 Twist
Cloze + Twist + Slack: When a contact is updated in Cloze, a message is posted to a dedicated Twist channel, and then a notification is sent to a Slack channel to inform relevant teams.
Twist + Cloze + Google Calendar: When a new thread is added to a Twist channel, a note is created in Cloze associated with a contact, and then a follow-up meeting is scheduled in Google Calendar.
Cloze and Twist 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 Twist
Use Twist in Latenode to centralize team communication data. Automatically archive messages, analyze sentiment, or trigger actions based on channel activity. Integrate Twist threads with other apps for reporting or task management. Automate insights and routing without manual work.
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See how Latenode works
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FAQ Cloze and Twist
How can I connect my Cloze account to Twist using Latenode?
To connect your Cloze account to Twist 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 Twist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get Twist notifications for new Cloze opportunities?
Yes, you can! With Latenode, automatically post updates to a Twist channel when a new opportunity arises in Cloze. Keep your team instantly informed and aligned.
What types of tasks can I perform by integrating Cloze with Twist?
Integrating Cloze with Twist allows you to perform various tasks, including:
- Create Twist threads for new Cloze leads to streamline team discussions.
- Post Cloze deal updates in Twist channels for real-time sales visibility.
- Send summaries of Cloze meeting notes directly to Twist project threads.
- Trigger Twist notifications for overdue tasks in Cloze to improve accountability.
- Archive Twist threads when a Cloze deal is won or lost, keeping things tidy.
How does Latenode handle Cloze’s complex API limits?
Latenode intelligently manages API calls, preventing rate limits and ensuring reliable Cloze automation even at high volumes.
Are there any limitations to the Cloze and Twist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data sync might require manual configuration for very large datasets.
- Complex conditional logic may need JavaScript for advanced customization.
- Real-time updates depend on the polling interval configured in Latenode.
