Connect Cloze and Guru
Integrate Cloze with Guru to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cloze + Guru 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
Guru
Automatically do this!
Create Card
Update Card
Delete Card
Ask a Question
Find answers
Delete Company in Cloze when Card Created in Guru
Use this flowCreate ToDo in Cloze when Card Created in Guru
Use this flowAdd a Communication Record in Cloze when Card Created in Guru
Use this flowCreate a Person in Cloze when Card Created in Guru
Use this flowCreate a Project in Cloze when Card Created in Guru
Use this flowCreate Timeline Event in Cloze when Card Created in Guru
Use this flowCreate a Note in Cloze when Card Created in Guru
Use this flowList all Project from Cloze when Card Created in Guru
Use this flowList People from Cloze when Card Created in Guru
Use this flowList Companies from Cloze when Card Created in Guru
Use this flowSupported Triggers & Actions
Everything you can automate between Cloze and Guru.
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.
Card Created
Trigger when a user creates a card.
New Folder Created
Trigger when a new Folder/Board Created.
New Folder Updated
Runs when Folder/board is updated
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 Guru
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cloze and Guru 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 Guru 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 Guru. No coding required.
Yes. You can set up a workflow where Cloze triggers actions in Guru, and a separate workflow where Guru 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 Guru. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloze and Guru integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
