Cloze and Zoho Books Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically create Zoho Books invoices from new Cloze deals, ensuring seamless sales-to-accounting workflows. Latenode’s visual editor and affordable execution-based pricing make advanced financial automations accessible, even with custom logic.

Swap Apps

Cloze

Zoho Books

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Cloze and Zoho Books

Create a New Scenario to Connect Cloze and Zoho Books

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 Zoho Books will be your first step. To do this, click "Choose an app," find Cloze or Zoho Books, 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.

+
1

Cloze

Configure the Cloze

Click on the Cloze node to configure it. You can modify the Cloze URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

Cloze

Node type

#1 Cloze

/

Name

Untitled

Connection *

Select

Map

Connect Cloze

Sign In

Run node once

Add the Zoho Books Node

Next, click the plus (+) icon on the Cloze node, select Zoho Books from the list of available apps, and choose the action you need from the list of nodes within Zoho Books.

1

Cloze

+
2

Zoho Books

Authenticate Zoho Books

Now, click the Zoho Books node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Books settings. Authentication allows you to use Zoho Books through Latenode.

1

Cloze

+
2

Zoho Books

Node type

#2 Zoho Books

/

Name

Untitled

Connection *

Select

Map

Connect Zoho Books

Sign In

Run node once

Configure the Cloze and Zoho Books Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

Cloze

+
2

Zoho Books

Node type

#2 Zoho Books

/

Name

Untitled

Connection *

Select

Map

Connect Zoho Books

Zoho Books Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Cloze and Zoho Books 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.
5

JavaScript

6

AI Anthropic Claude 3

+
7

Zoho Books

1

Trigger on Webhook

2

Cloze

3

Iterator

+
4

Webhook response

Save and Activate the Scenario

After configuring Cloze, Zoho Books, 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 Zoho Books integration works as expected. Depending on your setup, data should flow between Cloze and Zoho Books (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 Zoho Books

Cloze + Zoho Books + Slack: When a project's status changes to 'won' in Cloze, it triggers the creation of a new sales invoice in Zoho Books. Upon invoice creation, a notification is sent to the designated sales manager in Slack.

Zoho Books + Cloze + Google Sheets: This workflow tracks unpaid invoices in Zoho Books, retrieves contact information from Cloze, and updates a Google Sheet with the invoice details and contact information.

Cloze and Zoho Books 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.

About Zoho Books

Automate Zoho Books tasks inside Latenode. Create invoices, track payments, and manage contacts in response to triggers from other apps. Connect accounting data to your CRM, e-commerce, or marketing platforms with no-code ease. Customize workflows with JavaScript for complex calculations and conditional logic. Pay only for execution time.

See how Latenode works

FAQ Cloze and Zoho Books

How can I connect my Cloze account to Zoho Books using Latenode?

To connect your Cloze account to Zoho Books 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 Zoho Books accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Zoho Books invoices from new Cloze deals?

Yes, you can! Latenode lets you automate invoice creation. Benefit from faster billing cycles and reduced manual data entry with our no-code visual builder and custom logic blocks.

What types of tasks can I perform by integrating Cloze with Zoho Books?

Integrating Cloze with Zoho Books allows you to perform various tasks, including:

  • Create new Zoho Books contacts from new Cloze leads.
  • Update Zoho Books invoices when a Cloze deal is won.
  • Send invoice payment reminders based on Cloze deal stages.
  • Log Cloze activity as notes in Zoho Books contacts.
  • Sync product information between Cloze and Zoho Books.

Can I use custom fields from Cloze within my Latenode workflows?

Yes! Latenode supports custom field mapping. Access all your Cloze data and tailor your automations to your exact business needs using advanced logic.

Are there any limitations to the Cloze and Zoho Books integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex custom field mappings might require advanced setup.
  • Real-time data synchronization depends on API rate limits.
  • Historical data migration requires a separate, manual process.

Try now