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Automatically update Cloze with successful payment confirmations from Paramount Acceptance using Latenode's visual editor. Enhance sales insights with real-time data, and customize workflows with JavaScript for nuanced automation, all at an affordable execution cost.
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Create a New Scenario to Connect Paramount Acceptance and Cloze
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Paramount Acceptance, triggered by another scenario, or executed manually (for testing purposes). In most cases, Paramount Acceptance or Cloze will be your first step. To do this, click "Choose an app," find Paramount Acceptance or Cloze, and select the appropriate trigger to start the scenario.
Add the Paramount Acceptance Node
Select the Paramount Acceptance node from the app selection panel on the right.
Paramount Acceptance
Configure the Paramount Acceptance
Click on the Paramount Acceptance node to configure it. You can modify the Paramount Acceptance 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 Paramount Acceptance node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
Paramount Acceptance
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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 Paramount Acceptance 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 Paramount Acceptance 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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Paramount Acceptance
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Paramount Acceptance, Cloze, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Paramount Acceptance and Cloze integration works as expected. Depending on your setup, data should flow between Paramount Acceptance and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Paramount Acceptance + Cloze + QuickBooks: When a new member joins Paramount Acceptance, their information is used to create or update a person in Cloze, and then a new customer is created in QuickBooks.
Cloze + Paramount Acceptance + Google Sheets: When a member is updated in Paramount Acceptance, their information is logged into a Google Sheet for tracking purposes.
About Paramount Acceptance
Automate loan application processes with Paramount Acceptance in Latenode. Streamline credit checks and approvals by connecting Paramount to your CRM and database. Use Latenode's no-code tools and JavaScript functions to customize workflows, reduce manual data entry, and speed up decisions. Scale easily with Latenode's pay-by-execution pricing.
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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 Paramount Acceptance account to Cloze using Latenode?
To connect your Paramount Acceptance account to Cloze on Latenode, follow these steps:
Can I automate lead follow-ups after loan approval?
Yes, you can! Latenode allows for automated, multi-step workflows with AI-powered content generation to personalize each message, boosting engagement and closing rates.
What types of tasks can I perform by integrating Paramount Acceptance with Cloze?
Integrating Paramount Acceptance with Cloze allows you to perform various tasks, including:
What data is accessible from Paramount Acceptance within Latenode?
Latenode provides access to loan applications, approval statuses, payment history, and customer data from Paramount Acceptance for automation.
Are there any limitations to the Paramount Acceptance and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: