Scoro and Cloze Integration

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Sync leads and deals between Scoro and Cloze to streamline sales & project management. Latenode's visual editor simplifies complex logic, while affordable execution-based pricing scales easily as your business grows.

Scoro + Cloze integration

Connect Scoro and Cloze in minutes with Latenode.

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Automate your workflow

Swap Apps

Scoro

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Scoro and Cloze

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

Add the Scoro Node

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

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Scoro

Configure the Scoro

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

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Scoro

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Connect Scoro

Sign In

Run node once

Add the Cloze Node

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

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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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Scoro

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Cloze

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#2 Cloze

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Connection *

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Connect Cloze

Sign In

Run node once

Configure the Scoro 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 *

Select

Map

The action ID

Run node once

Set Up the Scoro 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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Iterator

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Webhook response

Save and Activate the Scenario

After configuring Scoro, 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 Scoro and Cloze integration works as expected. Depending on your setup, data should flow between Scoro 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 Scoro and Cloze

Scoro + Cloze + Google Calendar: When a new meeting is scheduled in Scoro, it is synced to Cloze as an event record and added to Google Calendar.

Cloze + Scoro + Slack: When a project closes in Cloze, a corresponding project is created in Scoro, and the team is notified in Slack.

Scoro and Cloze integration alternatives

About Scoro

Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.

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 Scoro and Cloze

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

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

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

Can I automatically update contacts between Scoro and Cloze?

Yes, you can! Latenode enables real-time contact synchronization, ensuring your sales and project data is always consistent across Scoro and Cloze, boosting efficiency.

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

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

  • Create new Cloze leads when a new project starts in Scoro.
  • Update deal stages in Cloze based on project progress in Scoro.
  • Log completed Scoro tasks as activities within Cloze.
  • Sync contact information between Scoro and Cloze automatically.
  • Trigger Scoro invoice creation upon closing a deal in Cloze.

How secure is my Scoro data when using Latenode integrations?

Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Scoro data during all integration processes.

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

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

  • Complex custom fields in Scoro might require advanced configuration.
  • Real-time updates depend on the API limits of both Scoro and Cloze.
  • Initial data synchronization may take time depending on dataset size.

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