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How to connect Knack and Cloze
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Cloze will be your first step. To do this, click "Choose an app," find Knack or Cloze, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and Cloze integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Cloze
Knack + Cloze + Gmail: When a new lead is added to Knack, a new contact is created in Cloze. Then, a welcome email is sent to the new contact via Gmail.
Cloze + Knack + Slack: When a project is changed in Cloze, the corresponding record in Knack is updated. A message is then sent to a Slack channel to notify the team of the update.
Knack and Cloze integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack and Cloze
How can I connect my Knack account to Cloze using Latenode?
To connect your Knack account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze when a new Knack record is created?
Yes, with Latenode you can! Automatically update Cloze deals when Knack records change. Leverage Latenode's no-code editor and ensure your sales team always has the freshest data.
What types of tasks can I perform by integrating Knack with Cloze?
Integrating Knack with Cloze allows you to perform various tasks, including:
- Create new Cloze contacts from new Knack database entries.
- Update Cloze opportunities when a Knack record status changes.
- Trigger email sequences in Cloze based on Knack data inputs.
- Log activities in Cloze when specific actions occur in Knack.
- Sync contact information between Knack and Cloze automatically.
Can I use JavaScript to transform data between Knack and Cloze?
Yes! Latenode allows you to use JavaScript code blocks to customize data transformations, providing full control over your integration logic.
Are there any limitations to the Knack and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Rate limits of the Knack or Cloze APIs can affect workflow speed.
- Custom field mappings require careful configuration.
