Connect Cloze and Cin7 Core
Integrate Cloze with Cin7 Core to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Company in Cloze when When a new sale is created in Cin7 Core
Create ToDo in Cloze when When a new sale is created in Cin7 Core
Add a Communication Record in Cloze when When a new sale is created in Cin7 Core
Create a Person in Cloze when When a new sale is created in Cin7 Core
Create a Project in Cloze when When a new sale is created in Cin7 Core
Popular Cloze + Cin7 Core 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
Cin7 Core
Automatically do this!
Create Customer
Update Customer
Find Products
Create Purchase Order
List Purchases
Add Supplier
Update Supplier
Create Lead
Find Sales
Delete Company in Cloze when When a new sale is created in Cin7 Core
Use this flowCreate ToDo in Cloze when When a new sale is created in Cin7 Core
Use this flowAdd a Communication Record in Cloze when When a new sale is created in Cin7 Core
Use this flowCreate a Person in Cloze when When a new sale is created in Cin7 Core
Use this flowCreate a Project in Cloze when When a new sale is created in Cin7 Core
Use this flowCreate Timeline Event in Cloze when When a new sale is created in Cin7 Core
Use this flowCreate a Note in Cloze when When a new sale is created in Cin7 Core
Use this flowList all Project from Cloze when When a new sale is created in Cin7 Core
Use this flowList People from Cloze when When a new sale is created in Cin7 Core
Use this flowList Companies from Cloze when When a new sale is created in Cin7 Core
Use this flowSupported Triggers & Actions
Everything you can automate between Cloze and Cin7 Core.
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 a new sale is created
Runs the workflow automatically whenever a new sale is created in Cin7 Core.
When a purchase is updated
Runs the workflow automatically whenever a purchase is updated in your Cin7 Core account.
When a customer is created or updated
Runs the workflow automatically whenever a customer is created or updated in Cin7 Core.
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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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 more
About Cin7 Core
Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cloze and Cin7 Core 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 Cin7 Core 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 Cin7 Core. No coding required.
Yes. You can set up a workflow where Cloze triggers actions in Cin7 Core, and a separate workflow where Cin7 Core 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 Cin7 Core. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloze and Cin7 Core integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
