Cloze and Zoho Inventory Integration

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Automatically update Zoho Inventory with new deals closed in Cloze. Using Latenode, customize the data transfer with JavaScript for specific product details, ensuring accurate stock levels and reporting while avoiding costly per-step fees.

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Cloze

Zoho Inventory

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Cloze and Zoho Inventory

Create a New Scenario to Connect Cloze and Zoho Inventory

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

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Run node once

Add the Zoho Inventory Node

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

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Zoho Inventory

Authenticate Zoho Inventory

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

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Configure the Cloze and Zoho Inventory Nodes

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

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Zoho Inventory Oauth 2.0

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The action ID

Run node once

Set Up the Cloze and Zoho Inventory 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, Zoho Inventory, 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 Inventory integration works as expected. Depending on your setup, data should flow between Cloze and Zoho Inventory (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 Inventory

Cloze + Zoho Inventory + Slack: When a deal is updated in Cloze, this automation flow updates the corresponding inventory levels in Zoho Inventory and sends a notification to the sales team in Slack via a public channel message.

Cloze + Zoho Inventory + QuickBooks: When a deal closes in Cloze, create an invoice in Zoho Inventory and automatically record the sale as a new invoice in QuickBooks. This ensures accurate financial records.

Cloze and Zoho Inventory 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 Inventory

Connect Zoho Inventory to Latenode and automate stock updates across platforms. Track orders, manage product levels, and trigger alerts when items run low, all within visual workflows. Enhance inventory visibility by integrating sales data from multiple sources using Latenode's AI-powered data transformation tools.

See how Latenode works

FAQ Cloze and Zoho Inventory

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

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

Can I automatically update Zoho Inventory with new Cloze sales?

Yes, you can! Latenode’s visual editor makes this easy. Automate inventory updates based on Cloze deals, saving time and ensuring accurate stock levels.

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

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

  • Create new Zoho Inventory items from won Cloze opportunities.
  • Update customer information in Zoho Inventory after a new Cloze lead.
  • Generate sales orders in Zoho Inventory based on Cloze deal stages.
  • Send invoices from Zoho Inventory when a Cloze deal closes.
  • Track product performance from Zoho Inventory within Cloze insights.

How easily can I trigger workflows in Latenode from Cloze events?

Latenode offers real-time triggers, so new Cloze events instantly start workflows. Use webhooks or polling for seamless automation.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • High API call volumes depend on your Cloze and Zoho Inventory plans.
  • Custom field mappings need careful setup for accurate data transfer.

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