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

Add the Microsoft OneNote Node
Select the Microsoft OneNote node from the app selection panel on the right.

Microsoft OneNote
Configure the Microsoft OneNote
Click on the Microsoft OneNote node to configure it. You can modify the Microsoft OneNote 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 Microsoft OneNote 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 Microsoft OneNote 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 Microsoft OneNote 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 Microsoft OneNote, 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 Microsoft OneNote and Cloze integration works as expected. Depending on your setup, data should flow between Microsoft OneNote 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 Microsoft OneNote and Cloze
Microsoft OneNote + Cloze + Microsoft Teams: When a new note is created in a specified section in OneNote, a note is created in Cloze and a notification is sent to a Microsoft Teams channel.
Cloze + Microsoft OneNote + Google Calendar: When a project is updated in Cloze, a OneNote page is created and a follow-up meeting is scheduled in Google Calendar.
Microsoft OneNote and Cloze integration alternatives
About Microsoft OneNote
Automate OneNote tasks within Latenode: create notes from new leads, log support tickets, or archive data. Use Latenode to trigger actions based on OneNote updates, populate notebooks with data from other apps, and manage your information flow automatically. This avoids manual copy/paste and keeps your notes synchronized across 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
FAQ Microsoft OneNote and Cloze
How can I connect my Microsoft OneNote account to Cloze using Latenode?
To connect your Microsoft OneNote account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft OneNote and click on "Connect".
- Authenticate your Microsoft OneNote and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save Cloze meeting notes to OneNote?
Yes, you can! Latenode lets you automate this process, ensuring all your meeting notes are securely stored in OneNote without manual data entry. Scale effortlessly using our no-code visual editor!
What types of tasks can I perform by integrating Microsoft OneNote with Cloze?
Integrating Microsoft OneNote with Cloze allows you to perform various tasks, including:
- Create OneNote pages from new Cloze contact entries.
- Update OneNote notes when Cloze deal stages change.
- Archive Cloze meeting summaries in OneNote automatically.
- Generate Cloze tasks based on OneNote content updates.
- Sync key contact information between both platforms.
Can I use JavaScript to extend the OneNote integration?
Yes! Latenode allows you to use JavaScript code blocks for advanced data manipulation and custom logic within your Microsoft OneNote workflows.
Are there any limitations to the Microsoft OneNote and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex formatting in OneNote may not fully translate to Cloze.
- Initial synchronization of historical data can take time.
- Attachments within OneNote notes have size limitations.