Connect Cloze and Respond.io to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Change
Company Change
Project Change
Choose an Action
Automatically do this!
Assign/Unassign Conversation
List All Users
List All Contacts
Create a Comment
Add Space Tag
Add Tags
Create Contact
Create Custom Field
Update Contact
Update Contact Lifecycle
Open/Close Conversation
Update Space Tag
Find Contact
List or Get Message
List Contact Channel
Delete Space Tag
Delete Contact
Send Message
Ready to use Cloze and Respond.io automations
Actions and Triggers
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.
New Contact
Triggers when new contact created.
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
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Frequently Asked Questions
To start, connect both your Cloze and Respond.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloze triggers actions in Respond.io (or vice versa).
Absolutely. You can customize how Cloze data is recorded in Respond.io. This includes choosing which data fields go into which fields of Respond.io, setting up custom formats, and filtering out unwanted information.
The data sync between Cloze and Respond.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cloze and Respond.io. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Respond.io
respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
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