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How to connect Cloze and Wrike
Create a New Scenario to Connect Cloze and Wrike
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 Wrike will be your first step. To do this, click "Choose an app," find Cloze or Wrike, 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 Wrike Node
Next, click the plus (+) icon on the Cloze node, select Wrike from the list of available apps, and choose the action you need from the list of nodes within Wrike.
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Authenticate Wrike
Now, click the Wrike node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wrike settings. Authentication allows you to use Wrike through Latenode.
Configure the Cloze and Wrike 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 Wrike 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, Wrike, 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 Wrike integration works as expected. Depending on your setup, data should flow between Cloze and Wrike (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 Wrike
Cloze + Wrike + Slack: When a new person is added to Cloze, a task is created in Wrike. A notification is then sent to a designated Slack channel to inform the team about the new task.
Wrike + Cloze + Google Sheets: When a task is created in Wrike, the corresponding person in Cloze is updated. The update is then logged in a Google Sheet for tracking purposes.
Cloze and Wrike 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 Wrike
Automate Wrike project updates and task assignments directly from other apps using Latenode. Sync data between Wrike and your CRM, database, or calendar. Create custom triggers based on project status changes and automate reporting. Latenode provides flexible integration with no-code tools or custom JavaScript, allowing you to tailor Wrike workflows without step limits.
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FAQ Cloze and Wrike
How can I connect my Cloze account to Wrike using Latenode?
To connect your Cloze account to Wrike 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 Wrike accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wrike tasks from new Cloze opportunities?
Yes, you can! Latenode's visual editor makes it easy to trigger Wrike task creation when a new opportunity appears in Cloze, streamlining your project workflows.
What types of tasks can I perform by integrating Cloze with Wrike?
Integrating Cloze with Wrike allows you to perform various tasks, including:
- Create new Wrike tasks when a new deal is created in Cloze.
- Update Wrike tasks when the status of a Cloze deal changes.
- Sync Cloze contacts as Wrike users for better team collaboration.
- Generate project reports in Wrike based on Cloze sales data.
- Automatically assign Wrike tasks based on Cloze opportunity owners.
How does Latenode handle Cloze custom field mappings to Wrike?
Latenode provides a flexible field mapping interface, letting you precisely match Cloze custom fields to corresponding fields in Wrike, ensuring data accuracy.
Are there any limitations to the Cloze and Wrike integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API rate limits of both Cloze and Wrike.
- Complex custom field mappings may require advanced configuration.
- Attachments from Cloze are not automatically transferred to Wrike.
