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How to connect Softr and Cleverreach
Create a New Scenario to Connect Softr and Cleverreach
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 Softr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Softr or Cleverreach will be your first step. To do this, click "Choose an app," find Softr or Cleverreach, and select the appropriate trigger to start the scenario.
Add the Softr Node
Select the Softr node from the app selection panel on the right.
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Add the Cleverreach Node
Next, click the plus (+) icon on the Softr node, select Cleverreach from the list of available apps, and choose the action you need from the list of nodes within Cleverreach.
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Authenticate Cleverreach
Now, click the Cleverreach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cleverreach settings. Authentication allows you to use Cleverreach through Latenode.
Configure the Softr and Cleverreach 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 Softr and Cleverreach 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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Cleverreach
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Trigger on Webhook
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Softr
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Save and Activate the Scenario
After configuring Softr, Cleverreach, 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 Softr and Cleverreach integration works as expected. Depending on your setup, data should flow between Softr and Cleverreach (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Softr and Cleverreach
Softr + Airtable + Cleverreach: When a new user submits a form in Softr, their data is added to Airtable. Subsequently, the new user is added as a subscriber to a specified list in Cleverreach for email marketing campaigns.
Cleverreach + Softr + Google Sheets: When a new subscriber is added in Cleverreach, their profile is updated in Softr (assuming a corresponding user exists) and their information is logged in a Google Sheets spreadsheet for campaign tracking.
Softr and Cleverreach integration alternatives
About Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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See how Latenode works
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FAQ Softr and Cleverreach
How can I connect my Softr account to Cleverreach using Latenode?
To connect your Softr account to Cleverreach on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Softr and click on "Connect".
- Authenticate your Softr and Cleverreach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Softr users to Cleverreach?
Yes, you can! Latenode's visual editor and advanced logic let you sync Softr users to Cleverreach lists instantly. Automate onboarding and engagement with ease using our no-code approach.
What types of tasks can I perform by integrating Softr with Cleverreach?
Integrating Softr with Cleverreach allows you to perform various tasks, including:
- Adding new Softr users automatically to a Cleverreach mailing list.
- Updating contact information in Cleverreach based on Softr profile changes.
- Triggering targeted email campaigns in Cleverreach from Softr events.
- Segmenting Cleverreach subscribers based on Softr user attributes.
- Sending personalized welcome emails through Cleverreach after Softr signup.
How can I manage complex Softr data within my Cleverreach email flows?
Latenode allows you to transform and map complex Softr data for seamless integration with Cleverreach using our advanced data manipulation blocks.
Are there any limitations to the Softr and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Softr and Cleverreach is not fully automated.
- Complex Softr data structures may require custom JavaScript transformations.
- Cleverreach API rate limits may affect high-volume data synchronization.
