Connect Hex and Cloze to Build Intelligent Automations

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Hex

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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 Hex

Do thisActions

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

Create Collection

Create Collection

Create a collection with a name, optional description, and sharing settings for users, groups, or workspace members.

Create Group

Create Group

Create a new group and add selected users as members.

List Groups

List Groups

Retrieve all groups in your Hex workspace.

Delete Company

Delete Company

Deletes an existing company by its company Id

Create ToDo

Create ToDo

Creates a new Todo

Add a Communication Record

Add a Communication Record

Create a new Communication Record

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Frequently Asked Questions

How do I start an integration between Hex and Cloze?

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

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

Absolutely. You can customize how Hex 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 Hex and Cloze?

The data sync between Hex 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 Hex 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 Hex and Cloze?

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

Hex

About Hex

Hex is a cutting-edge platform designed for tech enthusiasts and professionals, offering innovative solutions and tools to enhance your technological projects and workflows.

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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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