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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Items

New or Updated Items

Retrieve items from the selected Nuclino workspace that were created or modified since the last check.

New Items

New Items

Retrieve items created in the selected workspace within the specified recent time window.

Person Change

Person Change

Triggers when a person is changed.

Company  Change

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

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Request a new Trigger for Nuclino

Do thisActions

Action is the task that follows automatically within your Nuclino integrations.

Create an Item

Create an Item

Create a new item or collection in a Nuclino workspace. Optionally provide a title and content; returns the created object's details and URL.

Update Item

Update Item

Update a Nuclino item's title and/or content using its Item ID.

Delete Item

Delete Item

Permanently deletes a Nuclino item specified by its Item ID.

Delete Company

Delete Company

Deletes an existing company by its company Id

Create ToDo

Create ToDo

Creates a new Todo

Add a Communication Record

Add a Communication Record

Create a new Communication Record

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Frequently Asked Questions

How do I start an integration between Nuclino and Cloze?

To start, connect both your Nuclino and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Nuclino triggers actions in Cloze (or vice versa).

Can we customize how data from Nuclino is recorded in Cloze?

Absolutely. You can customize how Nuclino 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.

How often does the data sync between Nuclino and Cloze?

The data sync between Nuclino and Cloze typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Nuclino to Cloze?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Nuclino and Cloze?

Yes, you can set conditional logic to control the flow of data between Nuclino 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.

Nuclino

About Nuclino

Nuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.

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Cloze

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.

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