Connect siteleaf and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
New Collection
New Document Created
New Page Is Created
New Site
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 siteleaf and Cloze automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Collection
runs when New Collection Created
New Document Created
Runs when new document is created
New Page Is Created
runs when New Page Is Created
New Site
Runs when new site 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.
Do thisActions
Action is the task that follows automatically within your siteleaf integrations.
Create Document
Create a new document in Siteleaf
Create Page
Create a new page on the site
Publish Site
Publish your site
Delete Company
Deletes an existing company by its company Id
Create ToDo
Creates a new Todo
Add a Communication Record
Create a new Communication Record
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Frequently Asked Questions
To start, connect both your siteleaf and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in siteleaf triggers actions in Cloze (or vice versa).
Absolutely. You can customize how siteleaf 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 siteleaf 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 siteleaf 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 siteleaf
Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.
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
