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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.
Connect Signnow and Cloze in minutes with Latenode.
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Create a New Scenario to Connect Signnow 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 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.
Signnow
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.
Signnow
β
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 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.
Set Up the Signnow and Cloze Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
β
Cloze
Trigger on Webhook
β
Signnow
β
β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Signnow, 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 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.
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.
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.
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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 Signnow account to Cloze using Latenode?
To connect your Signnow account to Cloze on Latenode, follow these steps:
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:
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: