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How to connect Cloze and VideoAsk
Create a New Scenario to Connect Cloze and VideoAsk
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 VideoAsk will be your first step. To do this, click "Choose an app," find Cloze or VideoAsk, 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 VideoAsk Node
Next, click the plus (+) icon on the Cloze node, select VideoAsk from the list of available apps, and choose the action you need from the list of nodes within VideoAsk.
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Authenticate VideoAsk
Now, click the VideoAsk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your VideoAsk settings. Authentication allows you to use VideoAsk through Latenode.
Configure the Cloze and VideoAsk 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 VideoAsk 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, VideoAsk, 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 VideoAsk integration works as expected. Depending on your setup, data should flow between Cloze and VideoAsk (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 VideoAsk
Cloze + VideoAsk + Slack: When a deal reaches a key closed stage in Cloze, trigger a video request in VideoAsk to the winning team. Once the video is submitted, post it to a designated Slack channel to celebrate the success.
VideoAsk + Cloze + Google Sheets: When a new reply is submitted in VideoAsk, create or update the corresponding contact in Cloze with the response data. Simultaneously, log the response details and next steps in a Google Sheets spreadsheet for tracking and analysis.
Cloze and VideoAsk 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 VideoAsk
Embed VideoAsk into Latenode workflows to automate personalized communication based on user responses. Trigger actions based on answers, update databases, or send tailored follow-ups. Connect human interaction with back-end systems for more engaging and automated processes, all without complex coding, thanks to Latenode's visual interface.
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FAQ Cloze and VideoAsk
How can I connect my Cloze account to VideoAsk using Latenode?
To connect your Cloze account to VideoAsk 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 VideoAsk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from VideoAsk responses?
Yes, you can! Latenode's visual editor makes it simple to map VideoAsk response data to Cloze contact fields, ensuring your CRM is always up-to-date and accurate, saving you valuable time.
What types of tasks can I perform by integrating Cloze with VideoAsk?
Integrating Cloze with VideoAsk allows you to perform various tasks, including:
- Create a new Cloze lead when a VideoAsk receives a specific response.
- Send personalized follow-up VideoAsks based on Cloze deal stages.
- Update Cloze contact details with information collected from VideoAsk forms.
- Trigger internal notifications based on VideoAsk response sentiment analysis.
- Log VideoAsk interactions as activities within Cloze opportunities.
What Cloze actions can I trigger automatically from VideoAsk responses?
You can trigger actions like creating new leads, updating contact information, or adding notes, ensuring seamless data flow using Latenode's flexible workflows.
Are there any limitations to the Cloze and VideoAsk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Rate limits from Cloze and VideoAsk APIs can affect high-volume workflows.
- Historical data migration requires manual setup outside the standard integration.
