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How to connect Google docs and Cloze
Create a New Scenario to Connect Google docs 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 Google docs, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google docs or Cloze will be your first step. To do this, click "Choose an app," find Google docs or Cloze, and select the appropriate trigger to start the scenario.
Add the Google docs Node
Select the Google docs node from the app selection panel on the right.
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Configure the Google docs
Click on the Google docs node to configure it. You can modify the Google docs 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 Google docs 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 Google docs 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 Google docs 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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Save and Activate the Scenario
After configuring Google docs, 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 Google docs and Cloze integration works as expected. Depending on your setup, data should flow between Google docs 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 Google docs and Cloze
Google Docs + Cloze + Google Sheets: When a new document is created, extract the client information and create or update the person's details in Cloze. Then, log the document details in a Google Sheet for tracking and reporting.
Cloze + Google Docs + Slack: When a deal is closed in Cloze, automatically generate a document using a template. Then, notify the relevant team members in a specified Slack channel about the closed deal and provide a link to the generated document.
Google docs and Cloze integration alternatives
About Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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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 Google docs and Cloze
How can I connect my Google docs account to Cloze using Latenode?
To connect your Google docs account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google docs and click on "Connect".
- Authenticate your Google docs and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from Google docs data?
Yes, you can! Latenode lets you map data between Google docs and Cloze, updating contact details automatically. This ensures your Cloze data is always current, saving time and improving accuracy.
What types of tasks can I perform by integrating Google docs with Cloze?
Integrating Google docs with Cloze allows you to perform various tasks, including:
- Create Cloze contacts from Google docs form submissions automatically.
- Generate personalized documents from Cloze data using Google docs templates.
- Archive Google docs related to a Cloze deal in a specific folder.
- Trigger Cloze activities when a Google doc is updated.
- Share finalized Google docs with contacts directly via Cloze.
How can I handle errors when integrating Google docs with Cloze?
Latenode offers robust error handling. You can set up alerts and automated retries, ensuring your Google docs and Cloze integration runs smoothly even with occasional API hiccups.
Are there any limitations to the Google docs and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Google docs may take longer to process due to API rate limits.
- Cloze's API has limitations on the frequency of contact updates.
- Complex document formatting in Google docs might not translate perfectly to Cloze.
