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How to connect Cloze and Wave
Create a New Scenario to Connect Cloze and Wave
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 Wave will be your first step. To do this, click "Choose an app," find Cloze or Wave, 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 Wave Node
Next, click the plus (+) icon on the Cloze node, select Wave from the list of available apps, and choose the action you need from the list of nodes within Wave.
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Authenticate Wave
Now, click the Wave node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wave settings. Authentication allows you to use Wave through Latenode.
Configure the Cloze and Wave 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 Wave 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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Save and Activate the Scenario
After configuring Cloze, Wave, 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 Wave integration works as expected. Depending on your setup, data should flow between Cloze and Wave (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 Wave
Cloze + Wave + QuickBooks: When a project status changes in Cloze, a new invoice is created in Wave. This new invoice triggers the creation of an invoice in QuickBooks for accounting purposes.
Wave + Cloze + Google Sheets: When a new invoice is created in Wave, the customer's contact information in Cloze is updated, and a summary is logged in Google Sheets for reporting.
Cloze and Wave 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 Wave
Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.
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FAQ Cloze and Wave
How can I connect my Cloze account to Wave using Latenode?
To connect your Cloze account to Wave 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 Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation upon closing deals?
Yes, you can! Latenode allows you to trigger Wave invoice creation when a deal closes in Cloze, streamlining your sales and accounting workflows.
What types of tasks can I perform by integrating Cloze with Wave?
Integrating Cloze with Wave allows you to perform various tasks, including:
- Automatically create Wave invoices when deals are won in Cloze.
- Update customer information in Wave when a new contact is added in Cloze.
- Send payment reminders from Wave based on Cloze deal stages.
- Track invoice payments in Wave and update deal status in Cloze.
- Generate financial reports in Wave based on Cloze sales data.
Can I use JavaScript to enhance Cloze's functionality?
Yes! Latenode allows you to use JavaScript code blocks to customize Cloze workflows beyond standard integration capabilities.
Are there any limitations to the Cloze and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API request limits of both Cloze and Wave.
- Complex data transformations might require custom JavaScript coding in Latenode.
- Historical data migration between Cloze and Wave may require manual handling.
