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How to connect Fillout and Cloze
Create a New Scenario to Connect Fillout 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 Fillout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fillout or Cloze will be your first step. To do this, click "Choose an app," find Fillout or Cloze, and select the appropriate trigger to start the scenario.
Add the Fillout Node
Select the Fillout node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Fillout 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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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 Fillout 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 Fillout 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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Save and Activate the Scenario
After configuring Fillout, 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 Fillout and Cloze integration works as expected. Depending on your setup, data should flow between Fillout 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 Fillout and Cloze
Fillout + Cloze + Google Sheets: When a new submission is received in Fillout, the automation updates or creates a person in Cloze. Finally, the submission data is logged into a Google Sheet.
Cloze + Fillout + Slack: When a project changes in Cloze, a Fillout survey is sent to the client to gather feedback. A success message is then posted to a designated Slack channel.
Fillout and Cloze integration alternatives
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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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
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FAQ Fillout and Cloze
How can I connect my Fillout account to Cloze using Latenode?
To connect your Fillout account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fillout and click on "Connect".
- Authenticate your Fillout and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from Fillout form submissions?
Yes, you can! Latenode allows real-time contact updates from Fillout to Cloze. Centralize customer data with custom logic using no-code blocks and JavaScript for advanced transformations.
What types of tasks can I perform by integrating Fillout with Cloze?
Integrating Fillout with Cloze allows you to perform various tasks, including:
- Create new Cloze leads from new Fillout form submissions.
- Update existing Cloze contact information from Fillout responses.
- Trigger Cloze follow-up sequences based on Fillout form answers.
- Send personalized thank-you emails via Cloze after form submission.
- Log Fillout form data in Cloze as activities against specific contacts.
Can I use custom logic to filter Fillout submissions before updating Cloze?
Yes, with Latenode's visual editor, you can easily add custom logic to filter and process Fillout submissions before they update Cloze, ensuring data accuracy.
Are there any limitations to the Fillout and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Rate limits of Fillout and Cloze APIs still apply.
- Historical data migration requires separate setup.
