Connect Cloze and gocanvas to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Change
Company Change
Project Change
Choose an Action
Automatically do this!
- Request a new Action for gocanvas
Enable Integrations or automations with these events of Cloze and gocanvas
Enable Integrations or automations with these events of Cloze and gocanvas
Triggers
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.
Actions
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 gocanvas accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloze triggers actions in gocanvas (or vice versa).
Absolutely. You can customize how Cloze data is recorded in gocanvas. This includes choosing which data fields go into which fields of gocanvas, setting up custom formats, and filtering out unwanted information.
The data sync between Cloze and gocanvas 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 gocanvas. 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 gocanvas
GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
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