Integrate Cloze with your favorite apps
Easily connect Cloze with the apps you use every day. Pick from thousands of available Cloze integrations or customize
new ones through our automation platform.
Ready to use Cloze automations
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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
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
Real-world use cases of Cloze integrations
See how Cloze integrates with popular apps to automate tasks and streamline your workflow.
- Integrate cloze with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and cloze databases.
- Integrate cloze with MySQL to automatically sync records, facilitating seamless data exchange between cloze and your SQL databases.
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Frequently Asked Questions
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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