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How to connect Cloze and Vapi
Create a New Scenario to Connect Cloze and Vapi
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 Vapi will be your first step. To do this, click "Choose an app," find Cloze or Vapi, 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 Vapi Node
Next, click the plus (+) icon on the Cloze node, select Vapi from the list of available apps, and choose the action you need from the list of nodes within Vapi.
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Authenticate Vapi
Now, click the Vapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vapi settings. Authentication allows you to use Vapi through Latenode.
Configure the Cloze and Vapi 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 Vapi 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, Vapi, 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 Vapi integration works as expected. Depending on your setup, data should flow between Cloze and Vapi (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 Vapi
Vapi + Cloze + Google Sheets: Whenever a call is created in Vapi, a communication record is added to the contact in Cloze. The call details are then added as a new row in Google Sheets for reporting purposes.
Vapi + Cloze + Slack: When an outbound phone call is created in Vapi, the corresponding contact in Cloze is updated. A summary of the call is then sent to a dedicated Slack channel for team awareness.
Cloze and Vapi 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 Vapi
Use Vapi in Latenode to validate and standardize address data. Ensure accurate deliveries and prevent errors by cleaning addresses directly within your workflows. Vapi integration inside Latenode makes data cleaning repeatable and scalable without extra coding. Automate address verification as part of lead gen, order processing, or CRM upkeep.
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FAQ Cloze and Vapi
How can I connect my Cloze account to Vapi using Latenode?
To connect your Cloze account to Vapi 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 Vapi accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Cloze contacts from new Vapi calls?
Yes, you can! Latenode’s visual editor makes it easy to map data between Cloze and Vapi. Automate contact creation and streamline your sales process efficiently.
What types of tasks can I perform by integrating Cloze with Vapi?
Integrating Cloze with Vapi allows you to perform various tasks, including:
- Log Vapi call details as notes within relevant Cloze contact timelines.
- Trigger Vapi calls automatically when a Cloze opportunity reaches a stage.
- Update Cloze contacts with insights gathered from Vapi call transcriptions.
- Create Cloze tasks based on sentiment analysis of Vapi call recordings.
- Send SMS updates via Vapi when Cloze deal values are updated.
HowsecureistheClozeintegrationwithVapionLatenode?
Latenode uses industry-standard security measures. Your Cloze and Vapi credentials are encrypted, and data transfer is secured, ensuring your data's safety.
Are there any limitations to the Cloze and Vapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Call recording storage is subject to Vapi's plan limitations.
- Real-time data sync depends on API rate limits of both platforms.
