viaSocket

Connect Flodesk and Cloze to Build Intelligent Automations

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Flodesk

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.

A new subscriber created

A new subscriber created

Triggers when a new subscriber is created.

A new subscriber added to specific segment

A new subscriber added to specific segment

Trigger when a new subscriber added to a segment.

Subscriber Unsubscribed

Subscriber Unsubscribed

Triggers when a subscriber is unsubscribed.

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 Flodesk

Do thisActions

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

Remove the subscriber from segments

Remove the subscriber from segments

Remove subscriber from a specific segments.

Add the subscriber to segments

Add the subscriber to segments

Add an subscriber to the specific segments.

Find a subscriber

Find a subscriber

Find a subscriber by its email address or id.

Unsubscribe Subscriber

Unsubscribe Subscriber

Unsubscribe a subscriber.

Create/Update Subscriber

Create/Update Subscriber

Creates a new subscriber or updates an existing one.

List all subscribers

List all subscribers

Retrieve all the details of subscribers.

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Frequently Asked Questions

How do I start an integration between Flodesk and Cloze?

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

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

Absolutely. You can customize how Flodesk 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 Flodesk and Cloze?

The data sync between Flodesk 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 Flodesk 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 Flodesk and Cloze?

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

Flodesk

About Flodesk

Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.

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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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