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How to connect Cloze and Wealthbox
Create a New Scenario to Connect Cloze and Wealthbox
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 Wealthbox will be your first step. To do this, click "Choose an app," find Cloze or Wealthbox, 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 Wealthbox Node
Next, click the plus (+) icon on the Cloze node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
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Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the Cloze and Wealthbox 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 Wealthbox 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, Wealthbox, 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 Wealthbox integration works as expected. Depending on your setup, data should flow between Cloze and Wealthbox (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 Wealthbox
Cloze + Wealthbox + Google Sheets: When a new person is added to Cloze, a corresponding contact is created in Wealthbox. The contact's information is then added to a Google Sheet for tracking and reporting purposes.
Wealthbox + Cloze + Slack: When a new project is created in Wealthbox, a new contact is created in Cloze using the Wealthbox project information. A notification is then sent to a Slack channel to inform the sales team of the new contact.
Cloze and Wealthbox 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 Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
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FAQ Cloze and Wealthbox
How can I connect my Cloze account to Wealthbox using Latenode?
To connect your Cloze account to Wealthbox 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 Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Wealthbox when deals close in Cloze?
Yes, you can! Latenode's visual editor makes this easy. Trigger updates in Wealthbox automatically when Cloze deal statuses change, keeping your data synchronized effortlessly.
What types of tasks can I perform by integrating Cloze with Wealthbox?
Integrating Cloze with Wealthbox allows you to perform various tasks, including:
- Create new Wealthbox contacts from new Cloze leads automatically.
- Update Wealthbox opportunity stages based on Cloze deal stage changes.
- Sync client notes between Cloze activities and Wealthbox interactions.
- Create Wealthbox tasks when new deals are created in Cloze.
- Automatically log Cloze email correspondence within Wealthbox contact records.
How does Latenode handle Cloze data security?
Latenode employs robust encryption and secure data handling practices to protect your Cloze data throughout the integration process. Your data is safe.
Are there any limitations to the Cloze and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex custom field mappings might require JavaScript blocks.
- Rate limits of Cloze and Wealthbox APIs may affect high-volume workflows.
