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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.
Connect Process Street and Cloze in minutes with Latenode.
Create Process Street to Cloze workflow
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Create a New Scenario to Connect Process Street and Cloze
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
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.
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.
Process Street
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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 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.
Set Up the Process Street 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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Process Street
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Process Street, Cloze, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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.
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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 Process Street account to Cloze using Latenode?
To connect your Process Street account to Cloze on Latenode, follow these steps:
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:
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: