Integrate Cloze and Discover My Franchise with viaSocket
Cloze already connects with hundreds of apps. Discover My Franchise's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between Cloze and Discover My Franchise.
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.
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.
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About Discover My Franchise
Discover My Franchise is a discovery relationship manager that allows prospecting franchise candidates to learn about your franchise brand.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cloze and Discover My Franchise 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 Discover My Franchise 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 Discover My Franchise. No coding required.
Yes. You can set up a workflow where Cloze triggers actions in Discover My Franchise, and a separate workflow where Discover My Franchise 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 Discover My Franchise. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloze and Discover My Franchise integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
