Connect Akurateco and Cloze
Integrate Akurateco with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Check Transaction Status by Payment ID in Akurateco when Person Change in Cloze
Capture Authorized Payment in Akurateco when Person Change in Cloze
Refund a Payment in Akurateco when Person Change in Cloze
Void a Payment in Akurateco when Person Change in Cloze
Create Checkout Link in Akurateco when Person Change in Cloze
Popular Akurateco + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Akurateco
When this happens...
- Request a new Trigger for Akurateco
Choose an action
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Check Transaction Status by Payment ID in Akurateco when Person Change in Cloze
Use this flowCapture Authorized Payment in Akurateco when Person Change in Cloze
Use this flowRefund a Payment in Akurateco when Person Change in Cloze
Use this flowVoid a Payment in Akurateco when Person Change in Cloze
Use this flowCreate Checkout Link in Akurateco when Person Change in Cloze
Use this flowCheck Transaction Status by Payment ID in Akurateco when Company Change in Cloze
Use this flowCapture Authorized Payment in Akurateco when Company Change in Cloze
Use this flowRefund a Payment in Akurateco when Company Change in Cloze
Use this flowVoid a Payment in Akurateco when Company Change in Cloze
Use this flowCreate Checkout Link in Akurateco when Company Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Akurateco and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Do thisActions
Action is the task that follows automatically within your Akurateco integrations.
Check Transaction Status by Payment ID
Look up a transaction's current status using its payment ID.
Capture Authorized Payment
Finalize a previously authorized transaction to collect the specified amount.
Refund a Payment
Initiate a full or partial refund for a settled payment. Verifies the payment is settled, ensures the refund amount does not exceed the original, and submits the refund request.
Void a Payment
Cancel an authorized or pending payment before it settles. Sends a void request and returns the gateway's response.
Create Checkout Link
Create a checkout session and return a payment URL customers can use to complete the order.
Delete Company
Deletes an existing company by its company Id
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Akurateco
Akurateco is a PCI DSS-compliant white‑label payment gateway and payment orchestration platform that lets PSPs, acquirers, banks, marketplaces, and online merchants launch and scale branded payment services without building their own infrastructure. It provides 700+ ready payment connectors, intelligent routing and cascading, advanced risk and fraud management, recurring payments and tokenization, comprehensive analytics and billing, and flexible deployment (SaaS or on‑prem) backed by 99.99% uptime and a dedicated payments team.
Learn moreSimilar apps
About Cloze
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Akurateco and Cloze accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Akurateco and Cloze as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cloze. No coding required.
Yes. You can set up a workflow where Akurateco triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Akurateco. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Akurateco and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Akurateco and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
