Connect Freshdesk and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
New Contact
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 Freshdesk and Cloze automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Trigger when a new ticket created.
New Contact
Trigger when a new contect is cteated.
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 Freshdesk integrations.
Create a Contact
Creates a new contact
Create a Company
Creates a new company
Create Forum Category
Create a new forum category
Create a Forum
Creates a new forum.
Create a Forum Topic
Creates a new forum topic
Add Notes to a Tickets
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Frequently Asked Questions
To start, connect both your Freshdesk and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshdesk triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Freshdesk 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 Freshdesk 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 Freshdesk 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 Freshdesk
Freshdesk is a cloud-based customer service software that provides helpdesk support with all smart automations to get things done faster. It offers ticketing, automation, reporting, and collaboration features to streamline support processes and improve customer engagement.
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
