Connect RotaCloud and Cloze
Integrate RotaCloud with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular RotaCloud + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
RotaCloud
When this happens...
- Request a new Trigger for RotaCloud
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
Update User in RotaCloud when Person Change in Cloze
Use this flowDelete a User in Rotacloud when Person Change in Cloze
Use this flowCreate Shift in Rotacloud when Person Change in Cloze
Use this flowCreate Role in Rotacloud when Person Change in Cloze
Use this flowCreate Location in Rotacloud when Person Change in Cloze
Use this flowCreate Leave in Rotacloud when Person Change in Cloze
Use this flowAssign User to Role in RotaCloud when Person Change in Cloze
Use this flowDelete Location in Rotacloud when Person Change in Cloze
Use this flowDelete Role in Rotacloud when Person Change in Cloze
Use this flowAssign User to Location in Rotacloud when Person Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between RotaCloud and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
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 RotaCloud integrations.
Update User
Update an existing user by user id
Delete a User
Delete an existing user by user id
Create Shift
Creates a shift within RotaCloud.
Create Role
Creates a role within RotaCloud.
Create Location
Creates a location within RotaCloud.
Create Leave
Creates leave within RotaCloud.
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 RotaCloud
Automate and streamline your staff scheduling and time management with RotaCloud integration.
Learn moreSimilar apps
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 RotaCloud 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 RotaCloud 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 RotaCloud triggers actions in Cloze, and a separate workflow where Cloze triggers actions in RotaCloud. 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 RotaCloud and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire RotaCloud 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.
