Connect Habitify and Cloze
Integrate Habitify with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Habitify + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Habitify
When this happens...
New Habit
New Areas
New Logs
Choose an action
Cloze
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
Delete Company in Cloze when New Habit in Habitify
Use this flowCreate ToDo in Cloze when New Habit in Habitify
Use this flowAdd a Communication Record in Cloze when New Habit in Habitify
Use this flowCreate a Person in Cloze when New Habit in Habitify
Use this flowCreate a Project in Cloze when New Habit in Habitify
Use this flowCreate Timeline Event in Cloze when New Habit in Habitify
Use this flowCreate a Note in Cloze when New Habit in Habitify
Use this flowList all Project from Cloze when New Habit in Habitify
Use this flowList People from Cloze when New Habit in Habitify
Use this flowList Companies from Cloze when New Habit in Habitify
Use this flowSupported Triggers & Actions
Everything you can automate between Habitify and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
New Habit
Triggers when new habit is created.
New Areas
Triggers when new area is created.
New Logs
Triggers when new logs is created.
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 Habitify integrations.
Update Habit Status
Update a habit’s status (Completed, Skipped, or None). If the habit has a goal, use Add Log to record progress instead of marking it Completed.
Add Note
Adds a text note, an image note, or both to a habit in Habitify, optionally at a specific date and time.
Add Log
Add a new record to a habit with the amount and date.
Delete Company
Deletes an existing company by its company Id
Create ToDo
Creates a new Todo
Add a Communication Record
Create a new Communication Record
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Habitify
Habitify is a habit tracker app designed to help users build and maintain good habits, stay organized, and achieve their personal goals. It provides tools for tracking daily habits, setting reminders, and analyzing progress over time.
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Habitify and Cloze accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Habitify and Cloze as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cloze. No coding required.
Yes. You can set up a workflow where Habitify triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Habitify. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Habitify and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Habitify and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
