Connect Didit and Cloze to Build Intelligent Automations

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Didit

When this happens...

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Cloze

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Person Change

Person Change

Triggers when a person is changed.

Company  Change

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

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Request a new Trigger for Didit

Do thisActions

Action is the task that follows automatically within your Didit integrations.

Create Verification Session

Create Verification Session

Create a verification session to verify a person or document and receive a completion callback.

Retrieve Verification Session

Retrieve Verification Session

Get verification decision for a session

Delete Company

Delete Company

Deletes an existing company by its company Id

Create ToDo

Create ToDo

Creates a new Todo

Add a Communication Record

Add a Communication Record

Create a new Communication Record

Create a Person

Create a Person

Creates a new person

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Frequently Asked Questions

How do I start an integration between Didit and Cloze?

To start, connect both your Didit and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Didit triggers actions in Cloze (or vice versa).

Can we customize how data from Didit is recorded in Cloze?

Absolutely. You can customize how Didit 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.

How often does the data sync between Didit and Cloze?

The data sync between Didit and Cloze typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Didit to Cloze?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Didit and Cloze?

Yes, you can set conditional logic to control the flow of data between Didit 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.

Didit

About Didit

Didit is a comprehensive platform designed to enhance productivity and streamline task management. It offers tools for organizing tasks, setting priorities, and tracking progress, making it ideal for individuals and teams looking to boost efficiency.

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Cloze

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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