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Automatically add new DonationAlerts donors to Cloze as leads, enriching your CRM data. Latenode’s visual editor and JavaScript nodes allow flexible customization of how you track and nurture leads, while saving money with execution-based pricing.
Connect DonationAlerts and Cloze in minutes with Latenode.
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Create a New Scenario to Connect DonationAlerts 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 DonationAlerts, triggered by another scenario, or executed manually (for testing purposes). In most cases, DonationAlerts or Cloze will be your first step. To do this, click "Choose an app," find DonationAlerts or Cloze, and select the appropriate trigger to start the scenario.
Add the DonationAlerts Node
Select the DonationAlerts node from the app selection panel on the right.
DonationAlerts
Configure the DonationAlerts
Click on the DonationAlerts node to configure it. You can modify the DonationAlerts 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 DonationAlerts node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
DonationAlerts
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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 DonationAlerts 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 DonationAlerts and Cloze Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Cloze
Trigger on Webhook
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DonationAlerts
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring DonationAlerts, 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 DonationAlerts and Cloze integration works as expected. Depending on your setup, data should flow between DonationAlerts and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
DonationAlerts + Cloze + Slack: When a new donation alert is received in DonationAlerts, update or create a person in Cloze with the donor's information. Then, send a message to a designated Slack channel to notify the sales team about the new donation, prompting them to prioritize thanking the donor in Cloze.
DonationAlerts + Cloze + Gmail: When a new donation alert is received in DonationAlerts, update or create a person in Cloze with the donor's information to track donation history. Then, send a thank-you email via Gmail using pre-defined templates based on donation milestones.
About DonationAlerts
Use DonationAlerts in Latenode to automate alerts and data flows based on donation events. Trigger custom actions like thank-you messages in Discord, update spreadsheets, or manage CRM entries. Scale donation-driven workflows with flexible no-code logic, JavaScript functions, and direct API access, paying only for execution time.
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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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How can I connect my DonationAlerts account to Cloze using Latenode?
To connect your DonationAlerts account to Cloze on Latenode, follow these steps:
Can I automatically add new donors to Cloze as contacts?
Yes, you can! With Latenode, automate contact creation in Cloze for every new DonationAlerts donation. This keeps your CRM updated, enabling personalized follow-ups and relationship management.
What types of tasks can I perform by integrating DonationAlerts with Cloze?
Integrating DonationAlerts with Cloze allows you to perform various tasks, including:
How to segment DonationAlerts data within Latenode workflows?
Latenode allows you to segment DonationAlerts data based on donation size, frequency, and other criteria. Use conditional logic to tailor Cloze actions.
Are there any limitations to the DonationAlerts and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: