Connect Cloze and Appcues
Integrate Cloze with Appcues to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cloze + Appcues flows
Start from a real workflow other teams are already running.
Choose a trigger
Cloze
When this happens...
Person Change
Company Change
Project Change
Choose an action
Appcues
Automatically do this!
Update Segment
Create Segment
Publish a Flow
Update a Group Profile
Update User Profile
Send User Event
List Flows
Find Segments
List Banners
Find Checklists
Publish Checklist
Publish Banners
Add/Remove User Segment
Publish/Unpublish Experience
Update Segment in Appcues when Person Change in Cloze
Use this flowCreate Segment in Appcues when Person Change in Cloze
Use this flowPublish a Flow on Appcues when Person Change in Cloze
Use this flowUpdate a Group Profile in Appcues when Person Change in Cloze
Use this flowUpdate User Profile in Appcues when Person Change in Cloze
Use this flowSend User Event to Appcues when Person Change in Cloze
Use this flowList Flows in Appcues when Person Change in Cloze
Use this flowFind Segments in Appcues when Person Change in Cloze
Use this flowList Banners from Appcues when Person Change in Cloze
Use this flowFind Checklists in Appcues when Person Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Cloze and Appcues.
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.
When one or more flows are created
Runs the workflow automatically whenever one or more flows are created within the specified number of minutes.
New Segment
Fetch segments created within the specified number of minutes.
New Checklist
Retrieve checklists created within the specified recent time window for the connected Appcues account.
Do thisActions
Action is the task that follows automatically within your Cloze integrations.
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
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 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 moreSimilar apps
About Appcues
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cloze and Appcues 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 Cloze and Appcues 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 Appcues. No coding required.
Yes. You can set up a workflow where Cloze triggers actions in Appcues, and a separate workflow where Appcues triggers actions in Cloze. 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 Cloze and Appcues. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloze and Appcues integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
