Connect Cloze and Cradl AI to Build Intelligent Automations

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Cloze

When this happens...

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Cradl AI

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Person Change

Person Change

Triggers when a person is changed.

Company  Change

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

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

New Document

New Document

Triggers when a new document is created.

New Dataset

New Dataset

Triggers when a new dataset is created.

Request a new Trigger for Cloze

Do thisActions

Action is the task that follows automatically within your Cloze integrations.

Delete Company

Delete Company

Deletes an existing company by its company Id

Create ToDo

Create ToDo

Creates a new Todo

Add a Communication Record

Add a Communication Record

Create a new Communication Record

Create a Person

Create a Person

Creates a new person

Create a   Project

Create a Project

Create a new Project

Create Timeline Event

Create Timeline Event

Creates a new Timeline Event

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Frequently Asked Questions

How do I start an integration between Cloze and Cradl AI?

To start, connect both your Cloze and Cradl AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloze triggers actions in Cradl AI (or vice versa).

Can we customize how data from Cloze is recorded in Cradl AI?

Absolutely. You can customize how Cloze data is recorded in Cradl AI. This includes choosing which data fields go into which fields of Cradl AI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cloze and Cradl AI?

The data sync between Cloze and Cradl AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cloze to Cradl AI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cloze and Cradl AI?

Yes, you can set conditional logic to control the flow of data between Cloze and Cradl AI. 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.

Cloze

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.

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Cradl AI

About Cradl AI

Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.

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