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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.
Connect Moco and Cloze in minutes with Latenode.
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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.
Moco
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.
Moco
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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.
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.
Set Up the Moco and Cloze Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Cloze
Trigger on Webhook
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Moco
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Iterator
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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.
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.
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.
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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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How can I connect my Moco account to Cloze using Latenode?
To connect your Moco account to Cloze on Latenode, follow these steps:
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:
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: