Connect Cloze and API Connector to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Change
Company Change
Project Change
Choose an Action
Automatically do this!
- Request a new Action for API Connector
Enable Integrations or automations with these events of Cloze and API Connector
Enable Integrations or automations with these events of Cloze and API Connector
Triggers
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.
Actions
Delete Company
Deletes an existing company by its company Id
Create ToDo
Creates a new Todo
Add a Communication Record
Create a new Communication Record
Create a Person
Creates a new person
Create a Project
Create a new Project
Create Timeline Event
Creates a new Timeline Event
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Cloze and API Connector accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloze triggers actions in API Connector (or vice versa).
Absolutely. You can customize how Cloze data is recorded in API Connector. This includes choosing which data fields go into which fields of API Connector, setting up custom formats, and filtering out unwanted information.
The data sync between Cloze and API Connector 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 API Connector. 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.
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 MoreAbout API Connector
API Connector by apigrid.io is a powerful tool designed to simplify the process of integrating and managing APIs. It allows users to connect various applications and services seamlessly, enabling data exchange and automation across platforms. With its user-friendly interface, API Connector makes it easy for developers and businesses to create, test, and deploy API connections without extensive coding knowledge.
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