Signnow and Cloze Integration

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Automatically update Cloze with signed documents from Signnow, streamlining your sales cycle. Latenode's visual editor simplifies the integration, and its affordable pricing lets you scale effortlessly, paying only for execution time.

Signnow + Cloze integration

Connect Signnow and Cloze in minutes with Latenode.

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Automate your workflow

Swap Apps

Signnow

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Signnow and Cloze

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

Add the Signnow Node

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

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Signnow

Configure the Signnow

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

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Connect Signnow

Sign In
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Run node once

Add the Cloze Node

Next, click the plus (+) icon on the Signnow 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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Connect Cloze

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Configure the Signnow 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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Select an action *

Select

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The action ID

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Run node once

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

Signnow + Cloze + Google Sheets: When a new event occurs in Signnow, such as a document being signed, a communication record is added to Cloze, and the details are logged in a Google Sheet for reporting.

Cloze + Signnow + Slack: When a document sent from Cloze via Signnow is signed (Signnow New Event), notify the sales team on Slack with a public channel message.

Signnow and Cloze integration alternatives

About Signnow

Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.

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 Signnow and Cloze

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

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

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

Can I automatically update Cloze when a document is signed in Signnow?

Yes, using Latenode, trigger Cloze updates upon Signnow document signing. Eliminate manual data entry and keep your CRM instantly up-to-date, improving sales efficiency.

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

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

  • Create Cloze contacts when new Signnow documents are received.
  • Update Cloze opportunity stages upon document signature in Signnow.
  • Generate Signnow documents directly from Cloze using custom templates.
  • Archive signed documents in Cloze after completion in Signnow.
  • Send automated email notifications from Cloze for Signnow document activity.

Can I use JavaScript functions to transform data between Signnow and Cloze?

Yes! Latenode allows using JavaScript for advanced data transformation, ensuring seamless data flow and custom logic between Signnow and Cloze.

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

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

  • Real-time updates depend on the polling interval configured in Latenode.
  • Complex document formatting in Signnow may require custom parsing.
  • Integration is limited to the API capabilities offered by Signnow and Cloze.

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