Cloze automation for contacts, meetings, and follow-ups
Turn new contacts, meeting notes, and email replies into organized follow-ups, cleaner records, and faster handoffs.
Connect Cloze with 2200+ apps
Ready to use Cloze automations
Triggers and Actions in Cloze Automations
viaSocket makes it simple to connect Cloze and automate repetitive tasks.
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
Real-world use cases of Cloze integrations
See how Cloze integrates with popular apps to automate tasks and streamline your workflow.
Send new Cloze contacts to HubSpot when sales adds them to active outreach.
Post Cloze meeting updates to Slack after a rep logs a client call.
Create Gmail follow-up drafts from Cloze notes when a deal needs next steps.
Sync closed-won Cloze deals to Google Sheets for weekly revenue reporting.
Route high-value Cloze contacts into your CRM when ownership changes during handoff.
Capture Cloze communication history in your database after support tags a contact.
How to get started with Cloze automations
Automate when something happens in Cloze
Login -> Create new flow -> Select trigger -> Search Cloze -> Choose the trigger from the list
Take action in Cloze when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Cloze -> Choose the action from the list
Trigger
Action
Start with a template
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
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Frequently Asked Questions
Common automations include auto-creating or updating contacts from web forms or payments, routing leads to reps, scheduling follow-ups, attaching contact history to support tickets, and generating scheduled pipeline reports. Each automation keeps Cloze as the single source of contact truth.
viaSocket checks matching fields (email, phone, company) before creating a contact. If a match exists it updates the record and appends the interaction to the contact timeline instead of creating a duplicate. You control the matching rules and update behavior.
Yes. viaSocket can run AI tasks as part of a workflow — for example, summarize recent communications into a Cloze note, draft a suggested follow-up message, or recommend the next action and add it as a task in Cloze. Those AI steps run before writing back to Cloze so your team gets polished, actionable context.
Connections use secure API authentication and encrypted data transfer. viaSocket only accesses the data needed for each workflow. For stricter compliance needs (enterprise, HIPAA, etc.) we can discuss configurations and controls that meet your requirements.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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