Create integrations between Cloze and Daftra
Edit Invoice in Daftra when Person Change in Cloze
Delete Supplier from Daftra when Person Change in Cloze
Add Invoice Payment to Daftra when Person Change in Cloze
Edit Invoice Payment in Daftra when Person Change in Cloze
Delete Estimate from Daftra when Person Change in Cloze
Add Expense to Daftra when Person Change in Cloze
Delete an Invoice in Daftra when Person Change in Cloze
Delete Invoice Payment from Daftra when Person Change in Cloze
Edit Product in Daftra when Person Change in Cloze
Add Supplier to Daftra when Person Change in Cloze
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.
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 More
About Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
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