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How to connect Jotform and Cloze
Create a New Scenario to Connect Jotform 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 Jotform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jotform or Cloze will be your first step. To do this, click "Choose an app," find Jotform or Cloze, and select the appropriate trigger to start the scenario.
Add the Jotform Node
Select the Jotform node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Jotform 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 Jotform 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 Jotform 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 Jotform, 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 Jotform and Cloze integration works as expected. Depending on your setup, data should flow between Jotform 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 Jotform and Cloze
Jotform + Cloze + Google Sheets: When a new submission is received in Jotform, the flow creates or updates a person in Cloze and adds the submission details as a new row in Google Sheets.
Cloze + Jotform + Slack: When a project changes in Cloze, send a thank you form via Jotform. Upon form submission, notify a Slack channel.
Jotform and Cloze integration alternatives
About Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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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 Jotform and Cloze
How can I connect my Jotform account to Cloze using Latenode?
To connect your Jotform account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jotform and click on "Connect".
- Authenticate your Jotform and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Cloze contacts from new Jotform submissions?
Yes, you can! Latenode's visual editor makes it easy to automate contact creation in Cloze whenever a new form is submitted in Jotform, streamlining lead management.
What types of tasks can I perform by integrating Jotform with Cloze?
Integrating Jotform with Cloze allows you to perform various tasks, including:
- Automatically creating new contacts in Cloze from Jotform submissions.
- Updating existing Cloze contact information with new Jotform data.
- Triggering Cloze workflows based on specific Jotform responses.
- Logging Jotform submissions as activities within Cloze contacts.
- Sending personalized emails via Cloze when a Jotform is submitted.
HowdoIhandlecomplexJotformdatainLatenodeflows?
Latenode provides powerful data transformation tools and JavaScript support, enabling you to parse and map intricate Jotform data to Cloze fields efficiently.
Are there any limitations to the Jotform and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the polling interval set in Latenode.
- Complex data transformations may require some JavaScript knowledge.
- Large volumes of Jotform submissions may impact workflow execution time.
