Connect Cloze and Signable
Integrate Cloze with Signable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cloze + Signable 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
Signable
Automatically do this!
Send an Envelope using a Template
Delete Company in Cloze when Send Envelope via Signable
Use this flowCreate ToDo in Cloze when Send Envelope via Signable
Use this flowAdd a Communication Record in Cloze when Send Envelope via Signable
Use this flowCreate a Person in Cloze when Send Envelope via Signable
Use this flowCreate a Project in Cloze when Send Envelope via Signable
Use this flowCreate Timeline Event in Cloze when Send Envelope via Signable
Use this flowCreate a Note in Cloze when Send Envelope via Signable
Use this flowList all Project from Cloze when Send Envelope via Signable
Use this flowList People from Cloze when Send Envelope via Signable
Use this flowList Companies from Cloze when Send Envelope via Signable
Use this flowSupported Triggers & Actions
Everything you can automate between Cloze and Signable.
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.
Send Envelope
Triggers when a envelope is send.
Add Contact
Triggers when a new contact is add.
Cancel Envelope
Triggers when an envelope is canceled
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 Signable
Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cloze and Signable 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 Signable 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 Signable. No coding required.
Yes. You can set up a workflow where Cloze triggers actions in Signable, and a separate workflow where Signable 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 Signable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloze and Signable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
