Connect Woovi and Cloze to Build Intelligent Automations

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Woovi

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Cloze

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Actions and Triggers

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 Woovi

Do thisActions

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

Create a Charge Refund

Create a Charge Refund

Issue a full or partial refund for a charge using its correlation ID.

Create Charge

Create Charge

Create a new Woovi payment charge (PIX or overdue) and return the charge details.

Create a Pix QrCode Static

Create a Pix QrCode Static

Generate a static PIX QR code for a payment and return the QR image, BR code, and payment link.

Create a new Customer

Create a new Customer

Create a new customer in the system.

Delete Company

Delete Company

Deletes an existing company by its company Id

Create ToDo

Create ToDo

Creates a new Todo

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Frequently Asked Questions

How do I start an integration between Woovi and Cloze?

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

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

Absolutely. You can customize how Woovi 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 Woovi and Cloze?

The data sync between Woovi 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 Woovi 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 Woovi and Cloze?

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

Woovi

About Woovi

Woovi makes it easy to create instant payments — including charges, subscriptions, PIX payments, and webhooks. Build faster, simplify workflows, and increase your revenue with seamless Woovi automation in ViaSocket.

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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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