Connect Flodesk and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber Created
A new subscriber added to specific segment
Subscriber Unsubscribed
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 Flodesk and Cloze automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber Created
Runs when a new subscriber is added to Flodesk.
A new subscriber added to specific segment
Trigger when a new subscriber added to a segment.
Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
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 Flodesk integrations.
Remove Subscriber From Segments
Removes a subscriber from specific segments.
Add Subscriber To Segments
Adds a subscriber to one or more selected segments.
Find Subscriber
Finds a subscriber by email or ID.
Unsubscribe Subscriber
Stops a subscriber from receiving emails from your Flodesk account.
Create Or Update Subscriber
Adds a subscriber or updates an existing subscriber's contact details in Flodesk.
List Subscribers
Lists all subscribers and shows their details.
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Frequently Asked Questions
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).
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.
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.
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 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.
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.
Learn MoreAbout 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
