
When this happens...
Person Change
Company Change
Project Change
Automatically do this!
Start a Job
Complete a Job
Delete a Job
Create a Job Comment
Delete a Job Comment
Update a Job Comment
Lock a Job
Unlock a Job
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a person is changed.
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Triggers when a Phrase Job has been created, but not yet started.
Triggers when a Phrase Job is marked as in-progress.
Triggers when a Phrase Job has been marked as completed.
Action is the task that follows automatically within your Cloze integrations.
Deletes an existing company by its company Id
Creates a new Todo
Create a new Communication Record
Creates a new person
Create a new Project
Creates a new Timeline Event

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To start, connect both your Cloze and Phrase accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloze triggers actions in Phrase (or vice versa).
Absolutely. You can customize how Cloze data is recorded in Phrase. This includes choosing which data fields go into which fields of Phrase, setting up custom formats, and filtering out unwanted information.
The data sync between Cloze and Phrase typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cloze and Phrase. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn MorePhrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
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