Connect Kanban Zone and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
New Card Created
Card Is Moved
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 Kanban Zone and Cloze automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Card Created
runs when New Card Created
Card Is Moved
runs when Card Is Moved
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 Kanban Zone integrations.
Get Board Statistics
Get card statistics for a specific board
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
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Frequently Asked Questions
To start, connect both your Kanban Zone and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Kanban Zone triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Kanban Zone 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 Kanban Zone 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 Kanban Zone 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 Kanban Zone
Get into the Kanban Zone to collaborate online using Kanban with a laser focus on the right work at the right 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
