Connect ChatBotKit and Cloze
Integrate ChatBotKit with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ChatBotKit + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
ChatBotKit
When this happens...
- Request a new Trigger for ChatBotKit
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
Add Dataset Record to ChatBotKit when Person Change in Cloze
Use this flowCreate Conversation in ChatBotKit when Person Change in Cloze
Use this flowCreate dataset in ChatBotKit when Person Change in Cloze
Use this flowFetch DataSet in Chatbotkit when Person Change in Cloze
Use this flowDelete Dataset from ChatBotKit when Person Change in Cloze
Use this flowCreate Dataset Record in ChatBotKit when Person Change in Cloze
Use this flowAdd Dataset Record to ChatBotKit when Company Change in Cloze
Use this flowCreate Conversation in ChatBotKit when Company Change in Cloze
Use this flowCreate dataset in ChatBotKit when Company Change in Cloze
Use this flowFetch DataSet in Chatbotkit when Company Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between ChatBotKit 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 ChatBotKit integrations.
Add Dataset Record
Add a new text record to the selected dataset.
Create Conversation
Start a conversation with initial messages; optionally attach a contact, task, space, or bot.
Create dataset
Create a dataset to train or update your chatbot
Fetch DataSet
This action fetch dataset detail.
Delete Dataset
Delete a dataset from ChatBotKit
Create Dataset Record
Add a knowledge record to a dataset so the chatbot can find relevant answers.
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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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 ChatBotKit
ChatBotKit is a comprehensive platform designed to help businesses and developers create, manage, and deploy chatbots with ease. It offers a range of tools and features to build intelligent conversational agents that can enhance customer interaction and automate support tasks.
Learn more
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 ChatBotKit 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 ChatBotKit 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 ChatBotKit triggers actions in Cloze, and a separate workflow where Cloze triggers actions in ChatBotKit. 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 ChatBotKit and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChatBotKit 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.
