Connect Missive and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Comment
New Message
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 Missive and Cloze automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created
New Comment
Triggers when a new comment is added
New Message
Triggers when a new message is received through email ,sms etc
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 Missive integrations.
Create Contact
Creates a new contact
Update Contact
Updates an existing contact details
Create Task
Creates a new task
Find or Create Contact
Find an existing contact . Optionally Creates a new contact if none is found
Create Draft
Creates a new draft and optionally sends it
Create Post
Creates a new post
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Frequently Asked Questions
To start, connect both your Missive and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Missive triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Missive 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 Missive 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 Missive 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 Missive
Email, group chat and tasks for productive teams. One app for all your internal and external communication.
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
