Connect KanbanFlow and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Is Created
Task 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 KanbanFlow and Cloze automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
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 KanbanFlow integrations.
Create Task
Create a task in a column or swimlane
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 KanbanFlow and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in Cloze (or vice versa).
Absolutely. You can customize how KanbanFlow 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 KanbanFlow 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 KanbanFlow 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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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.
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