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How to connect Softr and Cloze
Create a New Scenario to Connect Softr 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 Softr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Softr or Cloze will be your first step. To do this, click "Choose an app," find Softr or Cloze, 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 Cloze Node
Next, click the plus (+) icon on the Softr 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 Softr 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 Softr 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 Softr, 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 Softr and Cloze integration works as expected. Depending on your setup, data should flow between Softr 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 Softr and Cloze
Softr + Cloze + Google Sheets: When a new form is submitted in Softr, a new contact is created or updated in Cloze, and the form data is added as a new row in a Google Sheet.
Cloze + Softr + Slack: When a project changes in Cloze, this updates testimonials on a Softr website, and sends a notification to a Slack channel.
Softr and Cloze 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 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 Softr and Cloze
How can I connect my Softr account to Cloze using Latenode?
To connect your Softr account to Cloze 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 Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from new Softr form submissions?
Yes, you can! Latenode lets you instantly sync data, ensuring your Cloze contacts are always up-to-date with new Softr leads. This automation saves time and improves lead management.
What types of tasks can I perform by integrating Softr with Cloze?
Integrating Softr with Cloze allows you to perform various tasks, including:
- Create new Cloze leads from Softr form submissions automatically.
- Update Cloze contact details based on Softr database changes.
- Trigger Cloze email sequences when a new Softr user signs up.
- Log Softr activity as notes within corresponding Cloze contacts.
- Sync Softr customer data to enrich Cloze contact profiles.
Can I use JavaScript code to transform data between Softr and Cloze?
Yes! Latenode's JavaScript blocks enable advanced data transformations for smooth and customized data flows between Softr and Cloze.
Are there any limitations to the Softr and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Rate limits imposed by Softr or Cloze can affect synchronization frequency.
- Real-time updates depend on the polling interval configured in Latenode.
