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

Add the Docparser Node
Select the Docparser node from the app selection panel on the right.


Docparser

Configure the Docparser
Click on the Docparser node to configure it. You can modify the Docparser URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Cloze Node
Next, click the plus (+) icon on the Docparser 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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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.
Configure the Docparser 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.
Set Up the Docparser 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.

JavaScript
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AI Anthropic Claude 3
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Cloze
Trigger on Webhook
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Docparser
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Docparser, 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 Docparser and Cloze integration works as expected. Depending on your setup, data should flow between Docparser 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 Docparser and Cloze
Docparser + Cloze + Google Sheets: When Docparser extracts data from an invoice, it updates or creates a person in Cloze. A new row is then added to a Google Sheet to log the interaction and track the invoice processing.
Cloze + Docparser + Slack: When a deal is updated in Cloze, Docparser fetches the contract from a URL and, upon parsing, sends a congratulatory message to a Slack channel.
Docparser and Cloze integration alternatives

About Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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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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See how Latenode works
FAQ Docparser and Cloze
How can I connect my Docparser account to Cloze using Latenode?
To connect your Docparser account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docparser and click on "Connect".
- Authenticate your Docparser and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from parsed invoices?
Yes, you can! Latenode allows you to automate data extraction from Docparser and update Cloze contacts. This ensures your CRM always has current client data, saving time and improving accuracy.
What types of tasks can I perform by integrating Docparser with Cloze?
Integrating Docparser with Cloze allows you to perform various tasks, including:
- Automatically create new Cloze contacts from parsed documents.
- Update existing Cloze contact details with data extracted from Docparser.
- Log parsed document data as notes within Cloze contact timelines.
- Trigger Cloze follow-up tasks based on specific data points parsed.
- Enrich lead information in Cloze using data from processed documents.
Can I use custom JavaScript code to transform Docparser data for Cloze?
Yes! Latenode lets you add custom JavaScript to process data between Docparser and Cloze, tailoring the integration to your exact needs.
Are there any limitations to the Docparser and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing may require advanced Docparser configurations.
- Cloze API rate limits may affect high-volume data transfer speeds.
- Custom JavaScript code requires a working knowledge of the language.