Connect Membervault and Cloze
Integrate Membervault with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Course in Membervault when Person Change in Cloze
Add User to Course in Membervault when Company Change in Cloze
Add User to Course in Membervault when Project Change in Cloze
Delete Company in Cloze when When a User Is Added to a Product in Membervault
Create ToDo in Cloze when When a User Is Added to a Product in Membervault
Popular Membervault + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Membervault
When this happens...
When a User Is Added to a Product
Choose an action
Cloze
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
Add User to Course in Membervault when Person Change in Cloze
Use this flowAdd User to Course in Membervault when Company Change in Cloze
Use this flowAdd User to Course in Membervault when Project Change in Cloze
Use this flowDelete Company in Cloze when When a User Is Added to a Product in Membervault
Use this flowCreate ToDo in Cloze when When a User Is Added to a Product in Membervault
Use this flowAdd a Communication Record in Cloze when When a User Is Added to a Product in Membervault
Use this flowCreate Timeline Event in Cloze when When a User Is Added to a Product in Membervault
Use this flowGet User By Email from Membervault by email when Project Change in Cloze
Use this flowRemove Member From Course in Membervault when Company Change in Cloze
Use this flowList of custom fields in Cloze when When a User Is Added to a Product in Membervault
Use this flowSupported Triggers & Actions
Everything you can automate between Membervault and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
When a User Is Added to a Product
Runs the workflow automatically whenever any user is added to a product in the account.
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 Membervault integrations.
Get User By Email
Retrieve user profile by email
Add User to Course
Enroll a user in a course using their email; optionally provide first and last name.
Get Courses
Retrieve courses from your account — list all courses or fetch a single course by ID.
Remove Member From Course
Remove member from course
Permanently Delete Member
Permanently remove a member and their data from your account.
Delete Company
Deletes an existing company by its company Id
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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AI will build it for you
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 Membervault
MemberVault is a Relationship Marketing Platform that allows users to host courses, membership and other digital products in one place.
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 Membervault 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 Membervault 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 Membervault triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Membervault. 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 Membervault and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Membervault 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.
