Connect SQL Server and Cloze
Integrate SQL Server with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular SQL Server + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
SQL Server
When this happens...
- Request a new Trigger for SQL Server
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
Execute a query in SQL Server when Person Change in Cloze
Use this flowInsert a row into SQL Server when Person Change in Cloze
Use this flowUpdate row in SQL Server when Person Change in Cloze
Use this flowFind row via custom query in SQL Server when Person Change in Cloze
Use this flowFind row in SQL Server when Person Change in Cloze
Use this flowCreate or Update in SQL Server when Person Change in Cloze
Use this flowExecute a query in SQL Server when Company Change in Cloze
Use this flowInsert a row into SQL Server when Company Change in Cloze
Use this flowUpdate row in SQL Server when Company Change in Cloze
Use this flowFind row via custom query in SQL Server when Company Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between SQL Server 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 SQL Server integrations.
Execute a query
Execute any query on SQL Server Database
Insert a row
Insert a row in SQL Server Database
Update row
Update row in SQL Server Database Table
Find row via custom query
Find a row via query in SQL Server Database table
Find row
Find a row in SQL Server Database
Create or Update
Perform Upsert (Create or Update) operation in any SQL Server Database table.
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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From idea to automation.
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 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 SQL Server 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 SQL Server 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 SQL Server triggers actions in Cloze, and a separate workflow where Cloze triggers actions in SQL Server. 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 SQL Server and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SQL Server 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.
