Connect Simplesat and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Simplesat
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 Simplesat and Cloze automations
Actions and Triggers
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 Simplesat integrations.
Get Surveys
Get surveys in simplesat.
List Questions
Get a questions in Simplesat.
Upsert Customer
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create Member
Create a new team member in simplesat
Update Customer
Update a customer by ID.
Create/Update Customer
Creates/updates a customer.
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Frequently Asked Questions
To start, connect both your Simplesat and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Simplesat triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Simplesat 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 Simplesat 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 Simplesat 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 Simplesat
Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
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
