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How to connect Cloze and WildApricot
Create a New Scenario to Connect Cloze and WildApricot
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 WildApricot will be your first step. To do this, click "Choose an app," find Cloze or WildApricot, 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 WildApricot Node
Next, click the plus (+) icon on the Cloze node, select WildApricot from the list of available apps, and choose the action you need from the list of nodes within WildApricot.
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Authenticate WildApricot
Now, click the WildApricot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WildApricot settings. Authentication allows you to use WildApricot through Latenode.
Configure the Cloze and WildApricot 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 WildApricot 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, WildApricot, 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 WildApricot integration works as expected. Depending on your setup, data should flow between Cloze and WildApricot (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 WildApricot
Cloze + WildApricot + Slack: When a deal closes in Cloze, update the corresponding contact's membership status in WildApricot and notify a designated team channel in Slack.
WildApricot + Cloze + Google Sheets: When a new member registers in WildApricot, log their information along with associated deal progress from Cloze into a Google Sheet for reporting and analysis.
Cloze and WildApricot 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 WildApricot
Automate WildApricot tasks inside Latenode. Sync membership data, trigger personalized emails, and update contact info across platforms. No more manual data entry or missed follow-ups. Latenode's visual editor and flexible logic nodes let you build scalable membership workflows that adapt to your needs. Benefit from no-code tools, JS scripting, and affordable execution-based pricing.
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FAQ Cloze and WildApricot
How can I connect my Cloze account to WildApricot using Latenode?
To connect your Cloze account to WildApricot 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 WildApricot accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to WildApricot?
Yes, you can! Latenode’s visual editor makes it easy to automatically sync new Cloze contacts as members in WildApricot, streamlining membership management and outreach.
What types of tasks can I perform by integrating Cloze with WildApricot?
Integrating Cloze with WildApricot allows you to perform various tasks, including:
- Automatically create WildApricot contacts from new Cloze leads.
- Update WildApricot member details when a Cloze contact is modified.
- Trigger Cloze follow-ups when a WildApricot membership expires.
- Log WildApricot event registrations as activities in Cloze.
- Segment Cloze contacts based on WildApricot membership levels.
Can I use JavaScript to enhance the Cloze WildApricot integration?
Yes! Latenode allows you to use JavaScript code blocks for advanced data manipulation and custom logic within your Cloze and WildApricot workflows.
Are there any limitations to the Cloze and WildApricot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API request limits of both Cloze and WildApricot.
- Complex data transformations may require JavaScript coding within Latenode.
- Initial setup requires familiarity with both Cloze and WildApricot data structures.
