Connect SurveyMars and Cloze to Build Intelligent Automations
Ready to use SurveyMars and Cloze automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Created
Triggers when a new survey created.
New Response Created
Triggers when a new response is created or received.
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 SurveyMars integrations.
Create Survey From Template
Create a new survey from an existing template.
AI Create Survey
Use AI to create a ready-to-use survey from the provided title, purpose, language, number of questions, and survey type.
Find AI Created Survey
Retrieve the details of a specific AI created survey.
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 SurveyMars and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMars triggers actions in Cloze (or vice versa).
Absolutely. You can customize how SurveyMars 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 SurveyMars 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 SurveyMars 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 SurveyMars
SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
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.
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