Connect Shiptheory and Cloze
Integrate Shiptheory with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Shiptheory + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Shiptheory
When this happens...
New Shipment
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
Create Product in Shiptheory when Person Change in Cloze
Use this flowCreate Shipment with Shiptheory when Person Change in Cloze
Use this flowCreate a Tag in Shiptheory when Person Change in Cloze
Use this flowUpdate a Tag in Shiptheory when Person Change in Cloze
Use this flowUpdate a Product in Shiptheory when Person Change in Cloze
Use this flowCreate Product in Shiptheory when Company Change in Cloze
Use this flowCreate Shipment with Shiptheory when Company Change in Cloze
Use this flowCreate a Tag in Shiptheory when Company Change in Cloze
Use this flowUpdate a Tag in Shiptheory when Company Change in Cloze
Use this flowUpdate a Product in Shiptheory when Company Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Shiptheory and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
New Shipment
Triggers when a new shipment is created.
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 Shiptheory integrations.
Create Product
Add's a new product in shiptheory.
Create Shipment
Create's a new shipment.
Create a Tag
Create a single tag in your Shiptheory account.
Update a Tag
Update a single tag by ID.
Update a Product
Update an existing product in shiptheory.
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 Shiptheory
Automate your shipping processes for greater efficiency and reliability by integrating with Shiptheory. Access various carrier APIs to streamline your shipping operations and ensure smooth delivery management.
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 Shiptheory 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 Shiptheory 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 Shiptheory triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Shiptheory. 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 Shiptheory and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Shiptheory 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.
