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How to connect Cloze and Userback
Create a New Scenario to Connect Cloze and Userback
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 Userback will be your first step. To do this, click "Choose an app," find Cloze or Userback, 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 Userback Node
Next, click the plus (+) icon on the Cloze node, select Userback from the list of available apps, and choose the action you need from the list of nodes within Userback.
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Authenticate Userback
Now, click the Userback node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Userback settings. Authentication allows you to use Userback through Latenode.
Configure the Cloze and Userback 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 Userback 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, Userback, 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 Userback integration works as expected. Depending on your setup, data should flow between Cloze and Userback (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 Userback
Userback + Cloze + Slack: When new feedback is created in Userback, a communication record is added to the associated person in Cloze, and a public channel message is sent to Slack to notify the team.
Userback + Cloze + Jira: When new feedback is created in Userback, a new issue is created in Jira, and a note is added to the associated person in Cloze with a link to the Jira issue.
Cloze and Userback 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 Userback
Use Userback in Latenode to automate feedback loops. Collect user feedback, then trigger actions based on sentiment or keywords. Route bug reports, feature requests, and support queries directly into your workflows. Close the loop faster and with greater accuracy than standalone solutions.
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FAQ Cloze and Userback
How can I connect my Cloze account to Userback using Latenode?
To connect your Cloze account to Userback 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 Userback accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Cloze opportunities from new Userback feedback?
Yes, you can! Latenode's visual editor makes it easy to trigger Cloze opportunity creation from new Userback feedback, ensuring timely follow-up and improved sales workflows.
What types of tasks can I perform by integrating Cloze with Userback?
Integrating Cloze with Userback allows you to perform various tasks, including:
- Automatically create Cloze contacts from new Userback users.
- Update Cloze opportunities when Userback feedback is received.
- Send automated thank-you notes via Cloze based on Userback submissions.
- Create Cloze tasks for follow-up based on negative Userback feedback.
- Aggregate Userback feedback data into Cloze custom fields.
How do I handle complex data transformations between Cloze and Userback?
Latenode allows you to use JavaScript code blocks or AI prompts to transform data, ensuring seamless compatibility between Cloze and Userback fields.
Are there any limitations to the Cloze and Userback integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Userback feedback reports may require custom parsing.
- Cloze API rate limits may affect high-volume data synchronization.
- Some advanced Userback features may not have direct equivalents in Cloze.
