viaSocket

Connect Dropbox sign and Cloze to Build Intelligent Automations

Choose a Trigger

Dropbox sign

When this happens...

Choose an Action

Cloze

Automatically do this!

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 Dropbox sign

Do thisActions

Action is the task that follows automatically within your Dropbox sign integrations.

Get User

Get User

Get details of user

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

Create a   Project

Create a Project

Create a new Project

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Frequently Asked Questions

How do I start an integration between Dropbox sign and Cloze?

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

Can we customize how data from Dropbox sign is recorded in Cloze?

Absolutely. You can customize how Dropbox sign 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 Dropbox sign and Cloze?

The data sync between Dropbox sign 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 Dropbox sign 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 Dropbox sign and Cloze?

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

Dropbox sign

About Dropbox sign

Dropbox Sign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!

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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.

Learn More