Connect ikas and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
New Product
New Customer
Order Updated
Choose an Action
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
Ready to use ikas and Cloze automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Trigger's when new order is created.
New Product
Trigger's when new product is created.
New Customer
Trigger's when new customer is created.
Order Updated
Triggered when an existing order is updated in Ikas; provides the updated order details.
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.
Do thisActions
Action is the task that follows automatically within your ikas integrations.
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
Create a Person
Creates a new person
Create a Project
Create a new Project
Create Timeline Event
Creates a new Timeline Event
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Frequently Asked Questions
To start, connect both your ikas and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in ikas triggers actions in Cloze (or vice versa).
Absolutely. You can customize how ikas 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 ikas 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 ikas 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.
About ikas
Ikas is a comprehensive eCommerce platform designed to streamline online store management, offering tools for inventory, order processing, and customer engagement.
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
