Connect Swit and Cloze to Build Intelligent Automations

Choose a Trigger

Swit

When this happens...

Choose an Action

Cloze

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Idea

New Idea

Triggers when a new idea is posted on a specific channel.

New Message

New Message

Triggers when a new message is posted on a specific channel.

New Comment on Task

New Comment on Task

Triggers when a new comment is posted to a specific task.

Person Change

Person Change

Triggers when a person is changed.

Company  Change

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

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Request a new Trigger for Swit

Do thisActions

Action is the task that follows automatically within your Swit integrations.

Create Channel

Create Channel

Creates a channel in a workspace you select.

Create Idea

Create Idea

Posts an idea on a channel you select.

Create Message

Create Message

Posts a message on a channel you select.

Create Project

Create Project

Creates a project in a workspace you select.

Create Task

Create Task

Creates a task in a project you select.

Create Comment on Task

Create Comment on Task

Posts a comment to a task you select.

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Frequently Asked Questions

How do I start an integration between Swit and Cloze?

To start, connect both your Swit and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in Cloze (or vice versa).

Can we customize how data from Swit is recorded in Cloze?

Absolutely. You can customize how Swit 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.

How often does the data sync between Swit and Cloze?

The data sync between Swit and Cloze typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Swit to Cloze?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Swit and Cloze?

Yes, you can set conditional logic to control the flow of data between Swit 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.

Swit

About Swit

Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.

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Cloze

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.

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