Connect Taskade and Cloze
Integrate Taskade with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Taskade + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Taskade
When this happens...
- Request a new Trigger for Taskade
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
Create Project in Taskade when Person Change in Cloze
Use this flowUpdate Task Content in Taskade when Person Change in Cloze
Use this flowList All Workspaces from Taskade when Person Change in Cloze
Use this flowCreate Task or Subtask in Taskade when Person Change in Cloze
Use this flowGet All Folders from Taskade when Person Change in Cloze
Use this flowGet Projects in Folder from a folder in Taskade when Person Change in Cloze
Use this flowChange Task Status in Taskade when Person Change in Cloze
Use this flowList Project Tasks from Taskade when Person Change in Cloze
Use this flowCreate Project in Taskade when Company Change in Cloze
Use this flowUpdate Task Content in Taskade when Company Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Taskade 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 Taskade integrations.
Create Project
Initiate a fresh project in your workspace for efficient team collaboration and organization.
Update Task Content
Update a task's content within a project.
List All Workspaces
Get a complete overview of all your workspaces.
Create Task or Subtask
Create one or more tasks or subtasks in a project and place them before or after an existing task.
Get All Folders
Retrieve a list of folders within a Taskade workspace to help organize and manage tasks.
Get Projects in Folder
Collect all projects from a chosen folder in Taskade.
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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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 Taskade
Taskade is a collaborative task management and mind mapping tool designed to help teams organize, plan, and execute projects efficiently. It offers features such as real-time collaboration, task assignments, and project templates to streamline workflows.
Learn moreSimilar apps
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Taskade 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 Taskade 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 Taskade triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Taskade. 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 Taskade and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Taskade 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.
