Full list

Supported Triggers & Actions

Everything you can automate between urlbox and Cloze.

When this happensTriggers

A trigger is an event that starts a workflow.

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 urlbox

Do thisActions

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

Full Page Screenshots Using URL

Full Page Screenshots Using URL

Capture an entire scrollable webpage from a URL and return the screenshot image.

Render HTML Screenshot

Render HTML Screenshot

Generate a PNG, JPG, or PDF from provided HTML (with optional CSS), supporting viewport size, full-page capture, and high-resolution scaling.

Delete Company

Delete Company

Deletes an existing company by its company Id

Create ToDo

Create ToDo

Creates a new Todo

Add a Communication Record

Add a Communication Record

Create a new Communication Record

Create a Person

Create a Person

Creates a new person

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 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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Integrations urlbox
urlbox + Cloze
urlbox logo

About urlbox

Urlbox is a screenshot API that allows you to generate images from a URL or HTML

Learn more
Integrations Cloze
Cloze + urlbox
Cloze logo

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

How do I connect urlbox and Cloze?

Sign up for a free viaSocket account, then authorize both your urlbox 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between urlbox and Cloze as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from urlbox to Cloze?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where urlbox triggers actions in Cloze, and a separate workflow where Cloze triggers actions in urlbox. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between urlbox and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire urlbox 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.