Create integrations between Cloze and Way We Do
Delete Company in Cloze when New Comment in Way We Do
Create ToDo in Cloze when New Comment in Way We Do
Add a Communication Record in Cloze when New Comment in Way We Do
Create a Person in Cloze when New Comment in Way We Do
Create a Project in Cloze when New Comment in Way We Do
Create Timeline Event in Cloze when New Comment in Way We Do
Create a Note in Cloze when New Comment in Way We Do
Delete Company in Cloze when Checklist Started in Way-we-do
Create ToDo in Cloze when Checklist Started in Way-we-do
Add a Communication Record in Cloze when Checklist Started in Way-we-do
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 Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
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
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More
© 2025 viaSocket
All rights reserved.