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How to connect Cloze and Xero
Create a New Scenario to Connect Cloze and Xero
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 Xero will be your first step. To do this, click "Choose an app," find Cloze or Xero, 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 Xero Node
Next, click the plus (+) icon on the Cloze node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
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Authenticate Xero
Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.
Configure the Cloze and Xero 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 Xero 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, Xero, 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 Xero integration works as expected. Depending on your setup, data should flow between Cloze and Xero (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 Xero
Cloze + Xero + Slack: When a project reaches a 'closed' stage in Cloze, this triggers the creation of a sales invoice in Xero. A notification is then sent to a designated Slack channel, informing the sales team of the newly created invoice.
Xero + Cloze + Google Sheets: When a new or updated sales invoice is created in Xero, the invoice data is added as a new row to a specified Google Sheet. Subsequently, client information related to the invoice is updated in Cloze.
Cloze and Xero 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 Xero
Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.
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FAQ Cloze and Xero
How can I connect my Cloze account to Xero using Latenode?
To connect your Cloze account to Xero 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 Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Xero invoices from new Cloze deals?
Yes, with Latenode, new Cloze deals can automatically trigger Xero invoice creation. Automate bookkeeping and focus on closing deals faster by using our no-code visual editor.
What types of tasks can I perform by integrating Cloze with Xero?
Integrating Cloze with Xero allows you to perform various tasks, including:
- Create new Xero contacts from updated Cloze contact information.
- Update Xero invoices when a Cloze deal reaches a specific stage.
- Generate detailed financial reports combining data from both platforms.
- Automatically reconcile payments in Xero when deals are closed in Cloze.
- Sync customer data between Cloze and Xero for accurate record-keeping.
Can Latenode update Xero invoices when Cloze deals change?
Yes, Latenode can automatically update Xero invoices based on changes in Cloze deals, ensuring financial records are always up-to-date.
Are there any limitations to the Cloze and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API limits of Cloze and Xero.
- Custom field mapping requires careful configuration.
