Connect Signaturely and Cloze
Integrate Signaturely with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Company in Cloze when New Document Sent in Signaturely
Create ToDo in Cloze when New Document Sent in Signaturely
Add a Communication Record in Cloze when New Document Sent in Signaturely
Create a Person in Cloze when New Document Sent in Signaturely
Create a Project in Cloze when New Document Sent in Signaturely
Popular Signaturely + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Signaturely
When this happens...
New Document Sent
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
Delete Company in Cloze when New Document Sent in Signaturely
Use this flowCreate ToDo in Cloze when New Document Sent in Signaturely
Use this flowAdd a Communication Record in Cloze when New Document Sent in Signaturely
Use this flowCreate a Person in Cloze when New Document Sent in Signaturely
Use this flowCreate a Project in Cloze when New Document Sent in Signaturely
Use this flowCreate Timeline Event in Cloze when New Document Sent in Signaturely
Use this flowCreate a Note in Cloze when New Document Sent in Signaturely
Use this flowList all Project from Cloze when New Document Sent in Signaturely
Use this flowList People from Cloze when New Document Sent in Signaturely
Use this flowList Companies from Cloze when New Document Sent in Signaturely
Use this flowSupported Triggers & Actions
Everything you can automate between Signaturely and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Sent
Runs when a new document is sent; configure the webhook URL to receive events.
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 Signaturely integrations.
Create Folder
Create a new folder by title; optionally make it a subfolder under a selected parent folder.
Search Documents
Search documents by term and return selected fields.
Rename Document
Rename a selected document by providing its ID and new title.
Delete Document
Delete a document by specifying its document ID.
Create Signing Request
Create a signature request from a selected template with signers and options.
List Folders
Retrieve folders, optionally from a chosen folder, include nested folders, set ordering and limit.
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 Signaturely
Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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 Signaturely 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 Signaturely 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 Signaturely triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Signaturely. 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 Signaturely and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Signaturely 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.
