ConvertAPI and Cloze Integration

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Automatically convert documents from ConvertAPI into compelling attachments, then log each interaction in Cloze. Latenode’s visual editor and affordable pricing make managing document-driven outreach workflows easier than ever, while scaling with your business.

Swap Apps

ConvertAPI

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ConvertAPI and Cloze

Create a New Scenario to Connect ConvertAPI and Cloze

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 ConvertAPI, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertAPI or Cloze will be your first step. To do this, click "Choose an app," find ConvertAPI or Cloze, and select the appropriate trigger to start the scenario.

Add the ConvertAPI Node

Select the ConvertAPI node from the app selection panel on the right.

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ConvertAPI

Configure the ConvertAPI

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

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ConvertAPI

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Connect ConvertAPI

Sign In

Run node once

Add the Cloze Node

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

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ConvertAPI

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Cloze

Authenticate Cloze

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

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ConvertAPI

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Cloze

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Connect Cloze

Sign In

Run node once

Configure the ConvertAPI and Cloze 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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The action ID

Run node once

Set Up the ConvertAPI and Cloze 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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Webhook response

Save and Activate the Scenario

After configuring ConvertAPI, Cloze, 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 ConvertAPI and Cloze integration works as expected. Depending on your setup, data should flow between ConvertAPI and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect ConvertAPI and Cloze

ConvertAPI + Google Drive + Cloze: When a file is converted using ConvertAPI, it's automatically saved to a specific folder in Google Drive. Then, a communication record is created in Cloze, linking to the file in Google Drive.

Cloze + ConvertAPI + PandaDoc: When a project reaches a specific stage in Cloze, a document is created in PandaDoc from a template. ConvertAPI converts data to the right format.

ConvertAPI and Cloze integration alternatives

About ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

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.

See how Latenode works

FAQ ConvertAPI and Cloze

How can I connect my ConvertAPI account to Cloze using Latenode?

To connect your ConvertAPI account to Cloze on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ConvertAPI and click on "Connect".
  • Authenticate your ConvertAPI and Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Cloze contacts with converted document data?

Yes, you can! Latenode allows seamless data transfer between ConvertAPI and Cloze. Enrich contact profiles with key data extracted during document conversions, streamlining sales workflows.

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

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

  • Automatically creating Cloze contacts from parsed business cards in ConvertAPI.
  • Updating Cloze opportunities when a contract is successfully converted to PDF.
  • Adding new Cloze leads from data extracted from converted marketing reports.
  • Triggering Cloze follow-ups when a converted document is accessed.
  • Logging converted document statistics within Cloze activity timelines.

How does Latenode handle ConvertAPI's rate limits?

Latenode's advanced queue management helps you optimize ConvertAPI usage, preventing rate limit issues by intelligently scheduling tasks and retries.

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

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

  • Complex document layouts in ConvertAPI may require advanced parsing logic.
  • Cloze's API limits the frequency of contact updates in some plans.
  • Real-time updates depend on the webhook capabilities of ConvertAPI.

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