Connect Cloze and Doubletick
Integrate Cloze with Doubletick to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message in Doubletick when Person Change in Cloze
Send WhatsApp Media Message in Doubletick when Person Change in Cloze
Send WhatsApp Template Message in Doubletick when Person Change in Cloze
Create a new group in Doubletick when Person Change in Cloze
Add a member to a group in Doubletick when Person Change in Cloze
Popular Cloze + Doubletick 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
Doubletick
Automatically do this!
Send WhatsApp Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Create a new group
Add a member to a group
Delete a group
Get Customer Details
Add Tag to a Customer
Delete a Template
Assign team member to chat
Unssign team member from a chat
Logout a team member
Get wallet balance
Send WhatsApp Message in Doubletick when Person Change in Cloze
Use this flowSend WhatsApp Media Message in Doubletick when Person Change in Cloze
Use this flowSend WhatsApp Template Message in Doubletick when Person Change in Cloze
Use this flowCreate a new group in Doubletick when Person Change in Cloze
Use this flowAdd a member to a group in Doubletick when Person Change in Cloze
Use this flowDelete a group in Doubletick when Person Change in Cloze
Use this flowGet Customer Details in Doubletick when Person Change in Cloze
Use this flowAdd Tag to a Customer in Doubletick when Person Change in Cloze
Use this flowDelete a Template in Doubletick when Person Change in Cloze
Use this flowAssign team member to chat in Doubletick when Person Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Cloze and Doubletick.
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.
Learn more
About Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cloze and Doubletick 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 Doubletick 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 Doubletick. No coding required.
Yes. You can set up a workflow where Cloze triggers actions in Doubletick, and a separate workflow where Doubletick 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 Doubletick. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloze and Doubletick integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
