
When this happens...
Person Change
Company Change
Project Change

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a person is changed.
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Action is the task that follows automatically within your Cloze integrations.
Deletes an existing company by its company Id
Creates a new Todo
Create a new Communication Record
Creates a new person
Create a new Project
Creates a new Timeline Event

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cloze and Transcript Downloader accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloze triggers actions in Transcript Downloader (or vice versa).
Absolutely. You can customize how Cloze data is recorded in Transcript Downloader. This includes choosing which data fields go into which fields of Transcript Downloader, setting up custom formats, and filtering out unwanted information.
The data sync between Cloze and Transcript Downloader typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cloze and Transcript Downloader. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreTranscript Downloader is a tool designed to simplify the process of downloading and managing transcripts from various sources. Ideal for students, educators, and professionals who need quick access to transcripts for study, review, or record-keeping.
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