Create integrations between Cloze and Sellsy
Create Task in Sellsy when Person Change in Cloze
Create an opportunity in Sellsy when Person Change in Cloze
Find Contact in Sellsy when Person Change in Cloze
Create or Update Contact in Sellsy when Person Change in Cloze
Find Company in Sellsy when Person Change in Cloze
Create Task in Sellsy when Company Change in Cloze
Create an opportunity in Sellsy when Company Change in Cloze
Find Contact in Sellsy when Company Change in Cloze
Create or Update Contact in Sellsy when Company Change in Cloze
Find Company in Sellsy when Company Change in Cloze
Actions and Triggers
When this happensTriggers
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
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
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 Sellsy
Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
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