JobNimbus and Cloze Integration

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JobNimbus

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect JobNimbus and Cloze

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

Add the JobNimbus Node

Select the JobNimbus node from the app selection panel on the right.

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Configure the JobNimbus

Click on the JobNimbus node to configure it. You can modify the JobNimbus URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Cloze Node

Next, click the plus (+) icon on the JobNimbus 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.

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Configure the JobNimbus 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.

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Run node once

Set Up the JobNimbus 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 JobNimbus, 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 JobNimbus and Cloze integration works as expected. Depending on your setup, data should flow between JobNimbus 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 JobNimbus and Cloze

JobNimbus + Cloze + Google Sheets: When a JobNimbus project is updated, the automation adds a communication record in Cloze related to the project and then logs the project details in a Google Sheet for reporting purposes.

JobNimbus + Cloze + Slack: Upon JobNimbus project completion, the automation updates the corresponding contact's status in Cloze and sends a notification to a specified Slack channel to inform the team.

JobNimbus and Cloze integration alternatives

About JobNimbus

Automate Instagram Business tasks within Latenode. Schedule posts, extract comments, and analyze metrics without manual effort. Integrate Instagram data with CRMs or spreadsheets. Latenode offers flexible logic and affordable scaling, so you can manage social media workflows alongside other business processes using AI tools or custom scripts.

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.

See how Latenode works

FAQ JobNimbus and Cloze

How can I connect my JobNimbus account to Cloze using Latenode?

To connect your JobNimbus account to Cloze on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select JobNimbus and click on "Connect".
  • Authenticate your JobNimbus and Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Cloze contacts with JobNimbus job details?

Yes, you can! Latenode's flexible workflows enable real-time data synchronization. Keep your Cloze contacts updated with the latest JobNimbus job statuses, improving sales efficiency.

What types of tasks can I perform by integrating JobNimbus with Cloze?

Integrating JobNimbus with Cloze allows you to perform various tasks, including:

  • Creating new Cloze contacts from new JobNimbus customer entries.
  • Updating Cloze opportunity stages based on JobNimbus job progress.
  • Triggering Cloze email sequences when a JobNimbus job is completed.
  • Logging JobNimbus job details as activities within Cloze contacts.
  • Generating custom reports combining JobNimbus and Cloze data using Latenode.

How does Latenode handle errors between JobNimbus and Cloze?

Latenode provides robust error handling. You can configure notifications and automated retries to ensure data accuracy and workflow reliability in JobNimbus and Cloze.

Are there any limitations to the JobNimbus and Cloze integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Real-time updates depend on the API rate limits of JobNimbus and Cloze.
  • Initial setup requires understanding of JobNimbus and Cloze data structures.

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