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

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

NetSuite
Configure the NetSuite
Click on the NetSuite node to configure it. You can modify the NetSuite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Cloze Node
Next, click the plus (+) icon on the NetSuite 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 NetSuite 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 NetSuite 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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Iterator
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Webhook response
Save and Activate the Scenario
After configuring NetSuite, 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 NetSuite and Cloze integration works as expected. Depending on your setup, data should flow between NetSuite 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 NetSuite and Cloze
NetSuite + Cloze + Slack: When a new deal is created in NetSuite, update the corresponding client record in Cloze with the new deal information. Then, send a congratulatory message to a specified Slack channel to notify the sales team.
Cloze + NetSuite + Google Sheets: When an opportunity is updated in Cloze or a record is updated in NetSuite, extract relevant data such as deal size, close date, and stage. Store this data in a Google Sheet to track sales performance and identify trends over time.
NetSuite and Cloze integration alternatives
About NetSuite
Sync NetSuite data with other apps using Latenode. Automate order processing, inventory updates, or financial reporting. Connect NetSuite to your CRM, marketing tools, or database. Use Latenode's visual editor and custom code options for precise control and scalable workflows, avoiding manual data entry and errors. Integrate complex logic easily.
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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 NetSuite and Cloze
How can I connect my NetSuite account to Cloze using Latenode?
To connect your NetSuite account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select NetSuite and click on "Connect".
- Authenticate your NetSuite and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync NetSuite customer data to Cloze?
Yes, you can! Latenode lets you automate data sync, ensuring your Cloze contacts always reflect the latest NetSuite customer details. Keep your sales team informed in real time.
What types of tasks can I perform by integrating NetSuite with Cloze?
Integrating NetSuite with Cloze allows you to perform various tasks, including:
- Create Cloze contacts from new NetSuite customers automatically.
- Update Cloze opportunities when NetSuite sales orders are created.
- Log Cloze activities in NetSuite for complete sales visibility.
- Trigger NetSuite invoice creation from won Cloze opportunities.
- Send personalized email sequences from Cloze based on NetSuite data.
Does Latenode support custom NetSuite fields?
Yes, Latenode supports custom fields in NetSuite. You can map them to corresponding fields in Cloze for complete data synchronization.
Are there any limitations to the NetSuite and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex NetSuite customizations may require custom JavaScript blocks.
- Initial data synchronization may take time depending on data volume.
- Rate limits imposed by NetSuite and Cloze APIs apply.