Connect Cloze and Simplicate
Integrate Cloze with Simplicate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Project in Simplicate when Person Change in Cloze
List All Organization in Simplicate when Person Change in Cloze
List All Expenses from Simplicate when Person Change in Cloze
List All Contact Person from Simplicate when Person Change in Cloze
List All Person from Simplicate when Person Change in Cloze
Popular Cloze + Simplicate 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
Simplicate
Automatically do this!
Update Project
List All Organization
List All Expenses
List All Contact Person
List All Person
List All Hours
List All Employee
List All Employee Custom Field Groups
List All Employee Custom Field
List All Leave
List All Timetable
List All Invoices
List All Invoices Status
List All Projects
List All Project Status
List All Sales Quote
List All Sales Custom Field
List All Sales Status
Create Timeline Note
Update Contact
Find Or List Organizations
Find or List Persons
Find or List Projects
Update Organization
Create Organization
Create Contact
Create Project
Update Project in Simplicate when Person Change in Cloze
Use this flowList All Organization in Simplicate when Person Change in Cloze
Use this flowList All Expenses from Simplicate when Person Change in Cloze
Use this flowList All Contact Person from Simplicate when Person Change in Cloze
Use this flowList All Person from Simplicate when Person Change in Cloze
Use this flowList All Hours from Simplicate when Person Change in Cloze
Use this flowList All Employee from Simplicate when Person Change in Cloze
Use this flowList All Employee Custom Field Groups from Simplicate when Person Change in Cloze
Use this flowList All Employee Custom Field from Simplicate when Person Change in Cloze
Use this flowList All Leave from Simplicate when Person Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Cloze and Simplicate.
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 Project Created
Triggers when a new project is created.
Project Updated
Triggers when an existing project is updated.
New Employees
Triggers when a new employees 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
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 Simplicate
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cloze and Simplicate 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 Simplicate 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 Simplicate. No coding required.
Yes. You can set up a workflow where Cloze triggers actions in Simplicate, and a separate workflow where Simplicate 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 Simplicate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloze and Simplicate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
