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How to connect Podio and Cloze
Create a New Scenario to Connect Podio 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 Podio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Podio or Cloze will be your first step. To do this, click "Choose an app," find Podio or Cloze, and select the appropriate trigger to start the scenario.
Add the Podio Node
Select the Podio node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Podio 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 Podio 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 Podio 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 Podio, 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 Podio and Cloze integration works as expected. Depending on your setup, data should flow between Podio 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 Podio and Cloze
Cloze + Podio + Slack: When a project is marked as 'closed' in Cloze, this triggers an update to the corresponding project in Podio, marking it as completed. Finally, a congratulatory message is sent to a specified Slack channel.
Cloze + Podio + Google Sheets: Upon a new deal in Cloze, the system retrieves key contact and deal information. Simultaneously, linked project details are fetched from Podio. This combined data is then added as a new row in a designated Google Sheet for tracking and analysis.
Podio and Cloze integration alternatives
About Podio
Sync Podio project data to other apps, automate task creation based on triggers, or generate reports using Latenode’s visual builder. Bypass Podio's limitations with custom JavaScript functions, AI integrations, and flexible data transformations. Automate your workflows without complex code and scale efficiently with Latenode.
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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
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FAQ Podio and Cloze
How can I connect my Podio account to Cloze using Latenode?
To connect your Podio account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Podio and click on "Connect".
- Authenticate your Podio and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Cloze leads from new Podio items?
Yes, you can! Latenode enables real-time synchronization. This ensures your sales pipeline is always up-to-date, saving time and improving lead management via advanced filtering.
What types of tasks can I perform by integrating Podio with Cloze?
Integrating Podio with Cloze allows you to perform various tasks, including:
- Create new Cloze opportunities when a project reaches a specific stage in Podio.
- Update contact information in Cloze whenever a corresponding Podio item is modified.
- Log all Podio project updates as notes within the associated Cloze contact.
- Trigger email sequences in Cloze based on activity within a Podio workspace.
- Generate summary reports combining data from both Podio and Cloze using AI.
Can I use JavaScript to transform data between Podio and Cloze?
Yes! Latenode supports JavaScript code blocks, allowing advanced data transformations ensuring compatibility between Podio and Cloze fields.
Are there any limitations to the Podio and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time sync depends on API availability for both Podio and Cloze.
- Historical data migration requires separate handling outside the real-time workflow.
