Connect Cloze and Featurebase to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Change
Company Change
Project Change
Choose an Action
Automatically do this!
Create Feedback Post
Update Feedback Status
Add Voter to Post
List Feedback Posts
Get Feedback Statuses
List Admins
Create Conversation
Create Or Update Contact
List Companies
Get Conversation Summary
Create Or Update Company
Update Conversation
Create Ticket
List Conversations
Create Or Rename Tag
List Feedback Tags
List Ticket Categories
Ready to use Cloze and Featurebase automations
Actions and Triggers
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.
New Post
Triggers when a new post is created on your feedback board.
New Post Appears
Runs when new post appears
New Comment Appears
Runs when new comment appears
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
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Frequently Asked Questions
To start, connect both your Cloze and Featurebase accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloze triggers actions in Featurebase (or vice versa).
Absolutely. You can customize how Cloze data is recorded in Featurebase. This includes choosing which data fields go into which fields of Featurebase, setting up custom formats, and filtering out unwanted information.
The data sync between Cloze and Featurebase typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cloze and Featurebase. 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.
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 MoreAbout Featurebase
Featurebase is a feedback management tool that helps you prioritize user feedback and make correct product decisions.
Learn More
