Moco and Cloze Integration

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Automatically create Cloze contacts from new Moco clients and track project time, billing, and sales data in one place. Latenode’s visual editor and affordable pricing makes this complex data sync simple and scalable.

Swap Apps

Moco

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moco and Cloze

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

Add the Moco Node

Select the Moco node from the app selection panel on the right.

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Moco

Configure the Moco

Click on the Moco node to configure it. You can modify the Moco URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Moco

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Connect Moco

Sign In

Run node once

Add the Cloze Node

Next, click the plus (+) icon on the Moco 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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Cloze

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.

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Moco

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Cloze

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Connect Cloze

Sign In

Run node once

Configure the Moco 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.

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Cloze Oauth 2.0

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The action ID

Run node once

Set Up the Moco 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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Webhook response

Save and Activate the Scenario

After configuring Moco, 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 Moco and Cloze integration works as expected. Depending on your setup, data should flow between Moco 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 Moco and Cloze

Moco + Cloze + Slack: When an event is completed in Moco, update the corresponding project in Cloze. Then, send a message to a Slack channel summarizing the project completion.

Cloze + Moco + Google Sheets: When a project changes in Cloze, create a corresponding lead in Moco, and log the change in a Google Sheets row.

Moco and Cloze integration alternatives

About Moco

Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.

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.

See how Latenode works

FAQ Moco and Cloze

How can I connect my Moco account to Cloze using Latenode?

To connect your Moco account to Cloze on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Moco and click on "Connect".
  • Authenticate your Moco and Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Cloze opportunities with Moco project time?

Yes, you can! Latenode allows you to sync Moco project time entries with Cloze opportunities, providing real-time visibility. This improves sales forecasting and resource allocation.

What types of tasks can I perform by integrating Moco with Cloze?

Integrating Moco with Cloze allows you to perform various tasks, including:

  • Create new Cloze opportunities when a new project starts in Moco.
  • Update Cloze contact information when project details change in Moco.
  • Log Moco time entries as notes within corresponding Cloze opportunities.
  • Trigger Moco invoices based on deal stages reached in Cloze.
  • Send Slack notifications for overdue Moco tasks linked to Cloze deals.

HowsecureistheMocoandClozeintegrationwithinLatenode?

Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Moco and Cloze data during integration.

Are there any limitations to the Moco and Cloze integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Moco project structures may require custom JavaScript for full synchronization.
  • Real-time updates are subject to API rate limits of both Moco and Cloze.
  • Initial setup requires familiarity with both Moco and Cloze data structures.

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