Create integrations between Cloze and SuiteDash
Create a Contact in SuiteDash when Person Change in Cloze
Create a Company in SuiteDash when Person Change in Cloze
Find a Company in SuiteDash when Person Change in Cloze
Find a Contact in SuiteDash when Person Change in Cloze
Update a Company in SuiteDash when Person Change in Cloze
Update a Contact in SuiteDash when Person Change in Cloze
Create a Contact in SuiteDash when Company Change in Cloze
Create a Company in SuiteDash when Company Change in Cloze
Find a Company in SuiteDash when Company Change in Cloze
Find a Contact in SuiteDash 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.
New Company
Triggers when a new company is created.
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 MoreAbout SuiteDash
SuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.
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