Connect Deskpro and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
New Organization
New Person Added
New Ticket
New Task
Choose an Action
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Ready to use Deskpro and Cloze automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organization
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
New Person Added
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
New Ticket
Checks for any new ticket created
New Task
This trigger checks for newly created tasks in Deskpro.
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.
Do thisActions
Action is the task that follows automatically within your Deskpro integrations.
Create Brand
Create a Breand in Deskpro
Create Ticket
Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.
Create Organization
Create a new organization in Deskpro, optionally setting parent org, labels, summary, picture, phone number, and primary contact.
Find Ticket
Retrieve tickets from Deskpro using a query string.
Find Organization
Search Deskpro organizations by exact or partial name and return matching organization records or a message if none are found.
Add Message to Ticket
Add a text or HTML message to an existing Deskpro ticket to update the requester or record ticket details.
Know More About Deskpro and Cloze Integrations
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Frequently Asked Questions
To start, connect both your Deskpro and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Deskpro triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Deskpro data is recorded in Cloze. This includes choosing which data fields go into which fields of Cloze, setting up custom formats, and filtering out unwanted information.
The data sync between Deskpro and Cloze 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 Deskpro and Cloze. 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.
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