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How to connect Formsite and Cloze
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Cloze will be your first step. To do this, click "Choose an app," find Formsite or Cloze, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite 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 Formsite 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 Formsite 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 Formsite, 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 Formsite and Cloze integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and Cloze
Formsite + Cloze + Slack: When a new form is submitted in Formsite, a new contact is created or updated in Cloze. A notification is then sent via Slack to a designated channel to alert sales representatives.
Formsite + Cloze + Google Sheets: Upon receiving a new form submission in Formsite, the corresponding contact in Cloze is updated or created. The details of the submission and contact are then logged in a Google Sheet for record-keeping and analysis.
Formsite and Cloze integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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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FAQ Formsite and Cloze
How can I connect my Formsite account to Cloze using Latenode?
To connect your Formsite account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze leads with new Formsite submissions?
Yes, Latenode enables automatic lead updates. When a new form is submitted, trigger an update in Cloze, ensuring your sales team has the freshest data, all without manual entry.
What types of tasks can I perform by integrating Formsite with Cloze?
Integrating Formsite with Cloze allows you to perform various tasks, including:
- Create new Cloze leads from Formsite submissions.
- Update existing Cloze contacts with new form data.
- Trigger custom email sequences in Cloze after form submission.
- Log form submissions as activities within Cloze.
- Segment Cloze contacts based on form responses.
Can I use conditional logic based on Formsite data in Latenode?
Yes, Latenode supports advanced conditional logic. Process form data and trigger different actions in Cloze based on specific criteria.
Are there any limitations to the Formsite and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form structures might require custom JavaScript for data mapping.
- Rate limits of the Formsite and Cloze APIs may affect high-volume workflows.
- File uploads from Formsite may need parsing using Latenode's file processing tools.
