Connect Cloze and Docstar to Build Intelligent Automations

Choose a Trigger

Cloze

When this happens...

Choose an Action

Docstar

Automatically do this!

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 Pages/Documents

New Pages/Documents

Fetch pages added to the selected collection since the configured recent time window.

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 Docstar?

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

Can we customize how data from Cloze is recorded in Docstar?

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

How often does the data sync between Cloze and Docstar?

The data sync between Cloze and Docstar 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 Docstar?

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 Docstar?

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

About Docstar

Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.

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