Create integrations between Cloze and CheckFlow
Create a Checklist in CheckFlow when Person Change in Cloze
Share Checklist in Checkflow when Person Change in Cloze
Find Checklist in Checkflow when Person Change in Cloze
Create a Checklist in CheckFlow when Company Change in Cloze
Share Checklist in Checkflow when Company Change in Cloze
Find Checklist in Checkflow when Company Change in Cloze
Create a Checklist in CheckFlow when Project Change in Cloze
Share Checklist in Checkflow when Project Change in Cloze
Find Checklist in Checkflow when Project Change in Cloze
Delete Company in Cloze when Task Completed in Checkflow
Actions and Triggers
When this happensTriggers
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.
Task Completed
Triggers when a new task is created in Checkflow.
File Uploaded
Triggers when a new file is uploaded within a task.
New Checklist
Triggers when a new checklist is created.
Do thisActions
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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Frequently Asked Questions
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 CheckFlow
Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.
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