Connect Giddh and Cloze to Build Intelligent Automations

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Giddh

When this happens...

Choose an Action

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 Giddh

Do thisActions

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

Create Invoice

Create Invoice

Generates a new invoice in Giddh.

Create Customer

Create Customer

Creates a Customer or Account.

Create Address

Create Address

Create Address in Your Account

Find Company

Find Company

Find a Company using uniqueId.

Create Group

Create Group

Creates a Group

Delete Group

Delete Group

Delete a Group.

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Frequently Asked Questions

How do I start an integration between Giddh and Cloze?

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

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

Absolutely. You can customize how Giddh 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 Giddh and Cloze?

The data sync between Giddh 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 Giddh 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 Giddh and Cloze?

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

Giddh

About Giddh

Giddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.

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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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