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How to connect Missive and Cloze
Create a New Scenario to Connect Missive 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 Missive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Missive or Cloze will be your first step. To do this, click "Choose an app," find Missive or Cloze, and select the appropriate trigger to start the scenario.
Add the Missive Node
Select the Missive node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Missive 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 Missive 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 Missive 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 Missive, 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 Missive and Cloze integration works as expected. Depending on your setup, data should flow between Missive 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 Missive and Cloze
Missive + Cloze + Google Sheets: When a new contact is created in Missive, the automation updates or creates the corresponding person in Cloze. The details of this interaction, including the contact's information and the time of update, are then added as a new row in a Google Sheets spreadsheet for tracking and reporting purposes.
Cloze + Missive + Slack: When a deal stage changes in Cloze, the automation finds the relevant user in Missive and uses their information to send a customized alert in Slack. This alert includes details about the deal stage change and relevant contact information from Missive to provide context.
Missive and Cloze integration alternatives
About Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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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 Missive and Cloze
How can I connect my Missive account to Cloze using Latenode?
To connect your Missive account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Missive and click on "Connect".
- Authenticate your Missive and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Cloze contacts from new Missive conversations?
Yes, with Latenode, you can automate contact creation in Cloze from new Missive conversations. Latenode's no-code interface and JavaScript support allows for complex logic and data transformation, ensuring accurate contact details and efficient lead management.
What types of tasks can I perform by integrating Missive with Cloze?
Integrating Missive with Cloze allows you to perform various tasks, including:
- Create new Cloze opportunities when specific keywords appear in Missive.
- Sync Missive conversation history to relevant Cloze contact profiles.
- Trigger Cloze tasks when Missive conversations are marked as urgent.
- Send Missive messages to contacts based on Cloze deal stage changes.
- Update Cloze contacts with information extracted from Missive messages.
Can I use AI to summarize Missive conversations before adding to Cloze?
Yes, Latenode lets you use AI blocks to summarize Missive conversations before adding notes to Cloze contacts, saving time and improving data quality.
Are there any limitations to the Missive and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- The integration relies on the Missive and Cloze APIs; rate limits may apply.
- Complex data transformations may require JavaScript knowledge within Latenode.
- Real-time syncing is subject to the polling intervals configured in Latenode.
