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

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

Moxie
Add the Cloze Node
Next, click the plus (+) icon on the Moxie 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.
Configure the Moxie 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 Moxie 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.

JavaScript
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AI Anthropic Claude 3
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Cloze
Trigger on Webhook
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Moxie
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moxie, 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 Moxie and Cloze integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and Cloze
Moxie + Cloze + Google Sheets: When a sales call is logged in Moxie or a deal is updated in Cloze, the information is added as a new row in Google Sheets for reporting purposes.
Cloze + Moxie + Slack: When a deal closes in Cloze, a notification is sent to a designated Slack channel to inform the Moxie implementation team. The message includes details about the closed deal.
Moxie and Cloze integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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 Moxie and Cloze
How can I connect my Moxie account to Cloze using Latenode?
To connect your Moxie account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze deals with new Moxie chat transcripts?
Yes, with Latenode, automatically update Cloze deals using new Moxie chat transcripts. Latenode’s AI block can analyze chat content to extract key info, instantly updating your sales pipeline.
What types of tasks can I perform by integrating Moxie with Cloze?
Integrating Moxie with Cloze allows you to perform various tasks, including:
- Create new Cloze leads from new Moxie chat conversations.
- Log Moxie chat transcripts as notes in Cloze.
- Update Cloze opportunity stages based on Moxie support interactions.
- Trigger personalized email sequences in Cloze based on Moxie feedback.
- Alert sales teams in Cloze about critical Moxie support issues.
Can I use custom JavaScript code to transform Moxie data before sending it to Cloze?
Yes, Latenode lets you use JavaScript to transform Moxie data. Customize data formats and logic before updating Cloze for advanced workflows.
Are there any limitations to the Moxie and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on API availability and rate limits.
- Custom JavaScript code requires technical expertise for maintenance.
- Complex workflows with large data volumes may require optimization.