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How to connect Cloze and Vitally
Create a New Scenario to Connect Cloze and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find Cloze or Vitally, 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 Vitally Node
Next, click the plus (+) icon on the Cloze node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
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Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Cloze and Vitally 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 Vitally 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, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Cloze and Vitally (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 Vitally
Cloze + Vitally + Slack: When a project closes in Cloze, update the user's data in Vitally and send a congratulatory message to a Slack channel.
Vitally + Cloze + Zendesk: If a user's health dips in Vitally, create a task in Cloze and a support ticket in Zendesk to address the issue.
Cloze and Vitally 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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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See how Latenode works
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FAQ Cloze and Vitally
How can I connect my Cloze account to Vitally using Latenode?
To connect your Cloze account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from new Cloze deals?
Yes, you can! Latenode’s visual editor makes this easy. Automatically update Vitally customer segments based on new deal stages in Cloze, improving customer success workflows.
What types of tasks can I perform by integrating Cloze with Vitally?
Integrating Cloze with Vitally allows you to perform various tasks, including:
- Automatically create Vitally users from new Cloze contacts.
- Update Vitally user attributes based on Cloze deal information.
- Trigger alerts in Vitally when a Cloze deal reaches a specific stage.
- Synchronize customer health scores between Vitally and Cloze.
- Create Cloze activities from events logged in Vitally.
Can I use JavaScript to transform data between Cloze and Vitally?
Yes! Latenode supports JavaScript, enabling complex data transformations between Cloze and Vitally beyond standard field mappings.
Are there any limitations to the Cloze and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may require manual configuration.
- Complex data transformations may require JavaScript knowledge.
- API rate limits of Cloze and Vitally may affect high-volume workflows.
