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How to connect Cloze and Zendesk
Create a New Scenario to Connect Cloze and Zendesk
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 Zendesk will be your first step. To do this, click "Choose an app," find Cloze or Zendesk, 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 Zendesk Node
Next, click the plus (+) icon on the Cloze node, select Zendesk from the list of available apps, and choose the action you need from the list of nodes within Zendesk.
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Authenticate Zendesk
Now, click the Zendesk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk settings. Authentication allows you to use Zendesk through Latenode.
Configure the Cloze and Zendesk 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 Zendesk 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, Zendesk, 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 Zendesk integration works as expected. Depending on your setup, data should flow between Cloze and Zendesk (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 Zendesk
Cloze + Zendesk + Slack: When a project is changed in Cloze (specifically, when a deal closes), a Zendesk ticket is created to initiate the onboarding process. The team is then notified in Slack via a public channel message about the new ticket.
Zendesk + Cloze + Google Sheets: When a Zendesk ticket is updated, the resolution time is calculated and linked to the corresponding customer data in Cloze by finding the person. This information is then added as a new row in a Google Sheet for reporting and analysis.
Cloze and Zendesk 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 Zendesk
Automate Zendesk ticket management within Latenode. Update tickets based on external events, route requests using AI, and sync data across platforms. Close the loop between support and other systems using visual flows, JavaScript, and webhooks—reducing manual work.
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See how Latenode works
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FAQ Cloze and Zendesk
How can I connect my Cloze account to Zendesk using Latenode?
To connect your Cloze account to Zendesk 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 Zendesk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zendesk tickets from new Cloze leads?
Yes, you can! Latenode’s visual editor makes this simple. Automate ticket creation, ensuring seamless handoffs and quicker response times for valuable leads, improving customer engagement.
What types of tasks can I perform by integrating Cloze with Zendesk?
Integrating Cloze with Zendesk allows you to perform various tasks, including:
- Create new Zendesk tickets when new Cloze opportunities are created.
- Update Cloze opportunities when related Zendesk tickets are resolved.
- Sync contact information between Cloze and Zendesk for consistent data.
- Trigger Cloze actions based on Zendesk ticket status changes.
- Send custom notifications in Cloze for new Zendesk ticket assignments.
Can I use JavaScript code to transform data between Cloze and Zendesk?
Yes! Latenode allows you to use JavaScript blocks to customize data transformation. This adds flexibility beyond simple data syncing, making advanced workflows possible.
Are there any limitations to the Cloze and Zendesk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Rate limits of Cloze and Zendesk APIs apply to the integration.
- Initial setup requires understanding of both Cloze and Zendesk data structures.
