Automate Cloze workflows that grow revenue and save time
Use viaSocket to connect Cloze with forms, payment, support and reporting tools — auto-create contacts, assign leads, trigger follow-ups and generate reports without manual entry.
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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
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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