Connect viaSocket Table and Cloze to Build Intelligent Automations
Choose a Trigger
When this happens...
Column Value Changes
New Row Is Added
Record Is Updated
Record Is Deleted
Choose an Action
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
Ready to use viaSocket Table and Cloze automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Column Value Changes
Runs when Column Value Changes
New Row Is Added
Runs when new row is added
Record Is Updated
Runs when record is updated
Record Is Deleted
Runs when record is deleted
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.
Do thisActions
Action is the task that follows automatically within your viaSocket Table integrations.
Add Rows To Table
Insert one or more rows
Update Table Rows
Update rows and attachments
Get Table Rows
Get table rows using filters
List Table Columns
Get all columns in a table
List All Rows From A Table
Retrieve all rows from a table
Upload Files to Record
Attach files by URL or Base64
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Frequently Asked Questions
To start, connect both your viaSocket Table and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in Cloze (or vice versa).
Absolutely. You can customize how viaSocket Table 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 viaSocket Table 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 viaSocket Table 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 viaSocket Table
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
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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