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How to connect Kintone and Cloze
Create a New Scenario to Connect Kintone 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 Kintone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kintone or Cloze will be your first step. To do this, click "Choose an app," find Kintone or Cloze, and select the appropriate trigger to start the scenario.
Add the Kintone Node
Select the Kintone node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Kintone 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 Kintone 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 Kintone 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 Kintone, 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 Kintone and Cloze integration works as expected. Depending on your setup, data should flow between Kintone 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 Kintone and Cloze
Kintone + Cloze + Slack: When a new project is created in Kintone, the automation retrieves related details from Cloze and posts an update to a designated Slack channel.
Cloze + Kintone + Google Sheets: Upon completion of a deal in Cloze, the automation creates a new record in a specified Kintone app, simultaneously updating corresponding deal information in a Google Sheet.
Kintone and Cloze integration alternatives
About Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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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 Kintone and Cloze
How can I connect my Kintone account to Cloze using Latenode?
To connect your Kintone account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kintone and click on "Connect".
- Authenticate your Kintone and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Kintone project updates to Cloze contacts?
Yes, you can! Latenode's visual editor makes it easy to sync Kintone project updates as activities for relevant contacts in Cloze, improving your relationship management.
What types of tasks can I perform by integrating Kintone with Cloze?
Integrating Kintone with Cloze allows you to perform various tasks, including:
- Create new Cloze contacts from new Kintone records automatically.
- Update Kintone records when a Cloze deal reaches a specific stage.
- Trigger custom email sequences in Cloze from Kintone status changes.
- Log Kintone activity in Cloze to maintain complete client histories.
- Generate Kintone reports based on Cloze sales data via JavaScript blocks.
CanIuseJavaScripttoextendKintone+ClozeintegrationsonLatenode?
Yes! Latenode supports JavaScript, allowing advanced users to build custom logic, data transformations, and handle complex integration scenarios.
Are there any limitations to the Kintone and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Rate limits of Kintone and Cloze APIs can impact high-volume workflows.
- Initial setup requires understanding of both Kintone and Cloze data structures.
