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How to connect Qwilr and Cloze
Create a New Scenario to Connect Qwilr 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 Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or Cloze will be your first step. To do this, click "Choose an app," find Qwilr or Cloze, and select the appropriate trigger to start the scenario.
Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Qwilr 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 Qwilr 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 Qwilr 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 Qwilr, 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 Qwilr and Cloze integration works as expected. Depending on your setup, data should flow between Qwilr 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 Qwilr and Cloze
Qwilr + Cloze + Google Sheets: When a Qwilr proposal is accepted, a new contact is created in Cloze, and a row is added to a Google Sheet for sales tracking.
Cloze + Qwilr + Slack: When a Cloze project reaches a specific stage, a Qwilr proposal is automatically generated, and a notification is sent to the sales representative in Slack.
Qwilr and Cloze integration alternatives
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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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 Qwilr and Cloze
How can I connect my Qwilr account to Cloze using Latenode?
To connect your Qwilr account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze deals when a Qwilr quote is accepted?
Yes, you can. Latenode allows you to trigger updates in Cloze based on Qwilr events, ensuring your sales pipeline is always current and accurately reflects deal status. This saves time and improves accuracy.
What types of tasks can I perform by integrating Qwilr with Cloze?
Integrating Qwilr with Cloze allows you to perform various tasks, including:
- Create a new Cloze contact when a Qwilr quote is viewed.
- Update a Cloze deal stage when a Qwilr quote is accepted.
- Generate a Qwilr quote directly from a Cloze opportunity.
- Send a personalized follow-up email via Cloze after quote approval.
- Log Qwilr quote activity within the Cloze activity timeline.
How secure is my Qwilr data when using Latenode integrations?
Latenode uses secure authentication methods and encrypts data in transit, ensuring the privacy and security of your Qwilr data during integration with Cloze.
Are there any limitations to the Qwilr and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Qwilr quote structures might require custom JavaScript parsing.
- Real-time updates depend on the polling interval configured in Latenode.
- Custom fields in Cloze require accurate mapping in the Latenode workflow.
