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How to connect Monday and Cloze
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Cloze will be your first step. To do this, click "Choose an app," find Monday or Cloze, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Cloze integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Cloze
Cloze + Monday + Slack: When a project status changes in Cloze, update the corresponding project item status in Monday and send a notification to a designated Slack channel.
Cloze + Monday + Google Sheets: When a project changes to completed in Cloze, log the project details from Cloze and related item details from Monday into a Google Sheet for reporting purposes.
Monday and Cloze integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Cloze
How can I connect my Monday account to Cloze using Latenode?
To connect your Monday account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Monday items from new Cloze contacts?
Yes, you can! Latenode enables this automation. When a new contact is added to Cloze, a corresponding item will be created in Monday, ensuring seamless contact management and task assignment.
What types of tasks can I perform by integrating Monday with Cloze?
Integrating Monday with Cloze allows you to perform various tasks, including:
- Create a new Monday task when a deal reaches a specific stage in Cloze.
- Sync contact information between Monday and Cloze to maintain up-to-date records.
- Generate a summary report in Monday based on Cloze sales activity data.
- Automatically update Cloze contacts with project status from Monday.
- Trigger email sequences in Cloze based on task completion in Monday.
How can I handle errors in my Monday automations on Latenode?
Latenode provides robust error handling. Use the built-in error handling blocks to catch and resolve issues, or send alerts via email or Slack.
Are there any limitations to the Monday and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API limits of both Monday and Cloze.
- Complex data transformations may require custom JavaScript code.
- Attachments might require additional configuration for transfer.
