Connect Cloze and Whatchimp to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Change
Company Change
Project Change
Choose an Action
Automatically do this!
Send Message
Send Template Message
Add Chat to Team Member
Create Subscriber
Create a Label
Update Subscriber
Find Subscriber
Get Labels's List
Get Subscriber's List
Find Conversation
Delete Subscriber
Assign Custom Fields to Subscriber
Assign Labels To Subscriber
Ready to use Cloze and Whatchimp automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Cloze integrations.
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
To start, connect both your Cloze and Whatchimp accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloze triggers actions in Whatchimp (or vice versa).
Absolutely. You can customize how Cloze data is recorded in Whatchimp. This includes choosing which data fields go into which fields of Whatchimp, setting up custom formats, and filtering out unwanted information.
The data sync between Cloze and Whatchimp 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 Whatchimp. 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.
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 Whatchimp
Whatchimp is a platform designed to enhance your video and audio experiences. It offers tools and features that allow users to manage, edit, and optimize their multimedia content efficiently. Whether you're a content creator, marketer, or just someone who loves working with videos and audio, Whatchimp provides the necessary resources to elevate your projects.
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