When this happens...
New Report Group
New Report Group Message
New Integration Group Space

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Report Group is created.
Triggers when a new Report Group Message is added to a particular group.
Triggers when Hana is added to a new group space in Chat.
Triggers when a person is changed.
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Action is the task that follows automatically within your Hana integrations.
Hana will create a Google Chat message in the specified space
Creates a report group message in Hana system that you can QnA over later such that Hana acts as your POC.
Allows you to generate a completion/reply from Hana based on some input prompt and other parameters. She will automatically consider her memories and other system context to answer your query
Get chat completion status for a previously requested chat completion.
Search for report group messages from a particular report group, optionally between 2 timestamps. Max limit - 100 records.
Search for spaces that Hana is added in Google Chat. Max limit - 100 records.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Hana and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Hana triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Hana 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 Hana 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 Hana 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.
Hana is a comprehensive platform designed to streamline business operations through advanced technology solutions. It offers a range of services that cater to various business needs, enhancing productivity and efficiency.
Learn MoreCloze 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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