Process Street and Cloze Integration

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Automatically update Cloze as tasks are completed in Process Street. Using Latenode, build custom logic with JavaScript for advanced field mapping and pay only for execution time.

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Process Street

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Cloze

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

Add the Process Street Node

Select the Process Street node from the app selection panel on the right.

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Process Street

Configure the Process Street

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

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Process Street

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Connect Process Street

Sign In
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Run node once

Add the Cloze Node

Next, click the plus (+) icon on the Process Street 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 Process Street 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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Run node once

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

Process Street + Cloze + Slack: When a task is completed in Process Street, a corresponding contact in Cloze is updated. A Slack notification is then sent to alert the team about the completed task and the contact update.

Cloze + Process Street + Google Sheets: When a new lead is created in Cloze, a corresponding onboarding workflow run is initiated in Process Street, and the lead details are logged in a Google Sheet.

Process Street and Cloze integration alternatives

About Process Street

Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's 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 Process Street and Cloze

How can I connect my Process Street account to Cloze using Latenode?

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

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

Can I automatically update Cloze deals when Process Street checklists are completed?

Yes, you can! Latenode lets you trigger Cloze deal updates based on Process Street checklist completions. This ensures your sales pipeline reflects current project status, improving team alignment.

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

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

  • Create new Cloze leads when a Process Street onboarding checklist starts.
  • Update deal stages in Cloze based on task completion in Process Street.
  • Generate project reports in Process Street based on Cloze opportunity data.
  • Send notifications in Cloze when a Process Street checklist is overdue.
  • Automatically assign tasks in Process Street when a new Cloze opportunity is created.

How can I handle complex logic between Process Street and Cloze in Latenode?

Latenode allows you to use JavaScript code blocks to handle intricate logic, transforming data and tailoring the automation to your precise needs.

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

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

  • Real-time synchronization depends on the API limits of Process Street and Cloze.
  • Complex data transformations might require some JavaScript coding knowledge.
  • Custom fields in Process Street and Cloze require manual mapping in Latenode.

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