Connect Harvestr and Cloze
Integrate Harvestr with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Company in Cloze when New User Is Created in Harvestr
Create ToDo in Cloze when New User Is Created in Harvestr
Add a Communication Record in Cloze when New User Is Created in Harvestr
Create a Person in Cloze when New User Is Created in Harvestr
Create a Project in Cloze when New User Is Created in Harvestr
Popular Harvestr + Cloze flows
Start from a real workflow other teams are already running.
Delete Company in Cloze when New User Is Created in Harvestr
Use this flowCreate ToDo in Cloze when New User Is Created in Harvestr
Use this flowAdd a Communication Record in Cloze when New User Is Created in Harvestr
Use this flowCreate a Person in Cloze when New User Is Created in Harvestr
Use this flowCreate a Project in Cloze when New User Is Created in Harvestr
Use this flowCreate Timeline Event in Cloze when New User Is Created in Harvestr
Use this flowCreate a Note in Cloze when New User Is Created in Harvestr
Use this flowSupported Triggers & Actions
Everything you can automate between Harvestr and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
Person Change
Triggers when a person is changed.
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvestr 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 Harvestr 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 Harvestr triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Harvestr. 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 Harvestr and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvestr 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.
