Popular Cloze + Slack flows

Start from a real workflow other teams are already running.

Choose a trigger

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Cloze

When this happens...

Choose an action

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Slack

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Cloze and Slack.

When this happensTriggers

A trigger is an event that starts a workflow.

Person Change

Person Change

Triggers when a person is changed.

Company  Change

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

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 Message in Channels

New Message in Channels

Runs when a new message is received in a specific Slack channel. You can select which channel to monitor.

New User Joined or Updated in Your Org

New User Joined or Updated in Your Org

Triggers when a new user join workspace.

New Message on Slack

New Message on Slack

Runs when a new message is posted anywhere in Slack — across all channels and direct messages. No channel filter applied.

Do thisActions

Action is the task that follows automatically within your Cloze integrations.

Delete Company

Delete Company

Deletes an existing company by its company Id

Create ToDo

Create ToDo

Creates a new Todo

Add a Communication Record

Add a Communication Record

Create a new Communication Record

Create a Person

Create a Person

Creates a new person

Create a   Project

Create a Project

Create a new Project

Create Timeline Event

Create Timeline Event

Creates a new Timeline Event

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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Video 1

Learn how to automate Cloze and Slack workflows.

Video 2

Learn how to automate Cloze and Slack workflows.

Video 3

Learn how to automate Cloze and Slack workflows.

Video 4

Learn how to automate Cloze and Slack workflows.

Video 5

Learn how to automate Cloze and Slack workflows.

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Integrations Cloze
Cloze + Slack
Cloze logo

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
Integrations Slack
Slack + Cloze
Slack logo

About Slack

Slack is an AI-powered work platform for team communication, collaboration, project coordination, and workflow automation. It helps organizations centralize conversations, share files, manage channels, and integrate tools to keep work moving in one place.

Learn more

Frequently Asked Questions

How do I connect Cloze and Slack?

Sign up for a free viaSocket account, then authorize both your Cloze and Slack 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Cloze and Slack as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Cloze to Slack?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Slack. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Cloze triggers actions in Slack, and a separate workflow where Slack triggers actions in Cloze. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Cloze and Slack. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Cloze and Slack integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.