Connect Cloze and Personio
Integrate Cloze with Personio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cloze + Personio 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
Personio
Automatically do this!
Create Person
Search Person
Delete Person
Create Compensation
Create Compensation Types
Search Legal Entities
Create Absence Period
Create Attendance Period
Search Document metadata
Update person
Search Job Categories
Search Candidates
List Employee Absences Balances
Create Person in Personio when Person Change in Cloze
Use this flowSearch Person in Personio when Person Change in Cloze
Use this flowDelete Person in Personio when Person Change in Cloze
Use this flowCreate Compensation in Personio when Person Change in Cloze
Use this flowCreate Compensation Types in Personio when Person Change in Cloze
Use this flowSearch Legal Entities in Personio when Person Change in Cloze
Use this flowCreate Absence Period in Personio when Person Change in Cloze
Use this flowCreate Attendance Period in Personio when Person Change in Cloze
Use this flowSearch Document metadata in Personio when Person Change in Cloze
Use this flowUpdate person in Personio when Person Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Cloze and Personio.
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.
Person Created
Triggers when Person created
Person Updated
Triggers when Person updated.
Person Deleted
Triggers when Person deleted
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 Personio
Personio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cloze and Personio 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 Personio 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 Personio. No coding required.
Yes. You can set up a workflow where Cloze triggers actions in Personio, and a separate workflow where Personio 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 Personio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloze and Personio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
