Create integrations between Cloze and Swiftype
Create Document in Swiftype when Person Change in Cloze
Create Document in Swiftype when Company Change in Cloze
Create Document in Swiftype when Project Change in Cloze
Delete Company in Cloze when New Document in Swiftype
Create ToDo in Cloze when New Document in Swiftype
Add a Communication Record in Cloze when New Document in Swiftype
Create a Person in Cloze when New Document in Swiftype
Create a Project in Cloze when New Document in Swiftype
Create Timeline Event in Cloze when New Document in Swiftype
Create a Note in Cloze when New Document in Swiftype
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 Document
Triggers when a new Documents 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 Swiftype
Improve your website or app’s search function with Swiftype. Our easy-to-use tool helps users find what they need quickly and efficiently.
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