Connect ChatBot and Cloze
Integrate ChatBot with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ChatBot + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
ChatBot
When this happens...
User Created
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
Delete Company in Cloze when User Created in Chatbot
Use this flowCreate ToDo in Cloze when User Created in Chatbot
Use this flowAdd a Communication Record in Cloze when User Created in Chatbot
Use this flowCreate a Person in Cloze when User Created in Chatbot
Use this flowCreate a Project in Cloze when User Created in Chatbot
Use this flowCreate Timeline Event in Cloze when User Created in Chatbot
Use this flowCreate a Note in Cloze when User Created in Chatbot
Use this flowList all Project from Cloze when User Created in Chatbot
Use this flowList People from Cloze when User Created in Chatbot
Use this flowList Companies from Cloze when User Created in Chatbot
Use this flowSupported Triggers & Actions
Everything you can automate between ChatBot and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
User Created
Trigger when a new user created.
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 ChatBot integrations.
Create a Story
Create new story.
Update Story
Update existing story.
Search Story
Search Story.
Delete Story
Delete story seach by name.
Create segment
Create segment.
Add Users to Segments
Adds one or more Users to one or more Segments.
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ChatBot 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 ChatBot 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 ChatBot triggers actions in Cloze, and a separate workflow where Cloze triggers actions in ChatBot. 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 ChatBot and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChatBot 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.
