OpenAI GPT Assistants and Cloze Integration

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Automate sales follow-up: Connect OpenAI GPT Assistants to Cloze, qualify leads with AI, and update CRM records automatically. Build advanced logic with JavaScript and scale affordably on Latenode.

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OpenAI GPT Assistants

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect OpenAI GPT Assistants and Cloze

Create a New Scenario to Connect OpenAI GPT Assistants and Cloze

In the workspace, click the β€œCreate 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 OpenAI GPT Assistants, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenAI GPT Assistants or Cloze will be your first step. To do this, click "Choose an app," find OpenAI GPT Assistants or Cloze, and select the appropriate trigger to start the scenario.

Add the OpenAI GPT Assistants Node

Select the OpenAI GPT Assistants node from the app selection panel on the right.

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OpenAI GPT Assistants

Configure the OpenAI GPT Assistants

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

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Connect OpenAI GPT Assistants

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Run node once

Add the Cloze Node

Next, click the plus (+) icon on the OpenAI GPT Assistants 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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Configure the OpenAI GPT Assistants 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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Set Up the OpenAI GPT Assistants 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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Save and Activate the Scenario

After configuring OpenAI GPT Assistants, 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 β€œRun once” and triggering an event to check if the OpenAI GPT Assistants and Cloze integration works as expected. Depending on your setup, data should flow between OpenAI GPT Assistants 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 OpenAI GPT Assistants and Cloze

OpenAI GPT Assistants + Cloze + Google Sheets: When a new message is added to an OpenAI GPT Assistant thread, the content is summarized and added as a note to a specified contact in Cloze. The key details from the message are then logged into a Google Sheet for analysis.

Cloze + OpenAI GPT Assistants + Slack: When a project changes in Cloze (specifically, a deal closes), use an OpenAI GPT Assistant to generate a congratulatory message tailored to the team. Then, post that message in a designated Slack channel to celebrate the win.

OpenAI GPT Assistants and Cloze integration alternatives

About OpenAI GPT Assistants

Use OpenAI GPT Assistants within Latenode to automate complex tasks like customer support or content creation. Configure Assistants with prompts and integrate them into broader workflows. Chain them with file parsing, webhooks, or database updates for scalable, automated solutions. Benefit from Latenode's no-code flexibility and affordable execution-based pricing.

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 OpenAI GPT Assistants and Cloze

How can I connect my OpenAI GPT Assistants account to Cloze using Latenode?

To connect your OpenAI GPT Assistants account to Cloze on Latenode, follow these steps:

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

Can I automatically update Cloze contacts based on OpenAI GPT Assistant responses?

Yes, you can! Latenode's visual editor allows you to map data from OpenAI GPT Assistants directly to Cloze, keeping your contact information current and accurate, saving you manual updates.

What types of tasks can I perform by integrating OpenAI GPT Assistants with Cloze?

Integrating OpenAI GPT Assistants with Cloze allows you to perform various tasks, including:

  • Create Cloze contacts from analyzed email content by OpenAI GPT Assistants.
  • Trigger OpenAI GPT Assistant conversations upon new Cloze deal stages.
  • Summarize customer interactions from Cloze and feed them to OpenAI GPT Assistants.
  • Update Cloze custom fields with insights from OpenAI GPT Assistant analysis.
  • Log OpenAI GPT Assistant generated responses directly into Cloze activity history.

Can I use custom prompts with OpenAI GPT Assistants inside Latenode workflows?

Yes, Latenode provides full prompt control, allowing tailored AI responses for each automation step, enhancing workflow precision and customization.

Are there any limitations to the OpenAI GPT Assistants and Cloze integration on Latenode?

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

  • Rate limits of the OpenAI GPT Assistants and Cloze APIs may affect high-volume workflows.
  • Complex data transformations might require JavaScript knowledge within Latenode.
  • Initial setup requires familiarity with both OpenAI GPT Assistants and Cloze concepts.

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