PostgreSQL and Cloze Integration

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Sync PostgreSQL data to Cloze for enriched contact profiles and automated follow-ups. Latenode’s visual editor simplifies complex data mapping, while affordable execution pricing keeps scaling costs predictable, even with intricate custom logic.

Swap Apps

PostgreSQL

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PostgreSQL and Cloze

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

Add the PostgreSQL Node

Select the PostgreSQL node from the app selection panel on the right.

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PostgreSQL

Configure the PostgreSQL

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

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PostgreSQL

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Connect PostgreSQL

Sign In

Run node once

Add the Cloze Node

Next, click the plus (+) icon on the PostgreSQL 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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PostgreSQL

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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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PostgreSQL

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Cloze

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Configure the PostgreSQL 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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Cloze Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the PostgreSQL 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 PostgreSQL, 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 PostgreSQL and Cloze integration works as expected. Depending on your setup, data should flow between PostgreSQL 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 PostgreSQL and Cloze

PostgreSQL + Cloze + Slack: When a new or updated row is added to the PostgreSQL database, the automation creates or updates a person in Cloze and sends a message to a Slack channel to notify the sales team about the new lead.

Cloze + PostgreSQL + Google Sheets: When a person is created or updated in Cloze, the automation updates the corresponding row in PostgreSQL and records the changes by adding a new row in Google Sheets.

PostgreSQL and Cloze integration alternatives

About PostgreSQL

Use PostgreSQL in Latenode to automate database tasks. Build flows that react to database changes or use stored data to trigger actions in other apps. Automate reporting, data backups, or sync data across systems without code. Scale complex data workflows easily within Latenode's visual editor.

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 PostgreSQL and Cloze

How can I connect my PostgreSQL account to Cloze using Latenode?

To connect your PostgreSQL account to Cloze on Latenode, follow these steps:

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

Can I sync new Cloze contacts into PostgreSQL?

Yes, you can! Latenode allows you to automatically sync new Cloze contacts to your PostgreSQL database, creating a powerful backup and analysis system, saving you manual data entry time.

What types of tasks can I perform by integrating PostgreSQL with Cloze?

Integrating PostgreSQL with Cloze allows you to perform various tasks, including:

  • Backing up Cloze contacts and activity data to a PostgreSQL database.
  • Enriching Cloze contact profiles with data from PostgreSQL tables.
  • Triggering Cloze actions based on changes in your PostgreSQL database.
  • Generating custom reports combining data from Cloze and PostgreSQL.
  • Automating data cleansing tasks between Cloze and PostgreSQL.

Can I use custom SQL queries to extract data for Cloze?

Yes! Latenode's integration supports custom SQL queries, allowing precise data extraction and transformation for use in Cloze workflows.

Are there any limitations to the PostgreSQL and Cloze integration on Latenode?

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

  • Complex data transformations may require JavaScript coding within Latenode.
  • Large data transfers can impact workflow execution time.
  • Rate limits of the Cloze API apply.

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