When this happens...

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a person is changed.
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Action is the task that follows automatically within your Zoho Meetings integrations.
Schedules a new meeting.
Update a meeting details.
Delete a meeting.
Find the details of a specific meeting.
Create a new Webinar.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho Meetings and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Meetings triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Zoho Meetings 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 Zoho Meetings 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 Zoho Meetings 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.
Zoho Meetings is a robust online meeting platform that enables seamless virtual collaboration. It offers features like video conferencing, screen sharing, webinar hosting, and real-time messaging, all designed to enhance productivity and communication for businesses and teams.
Learn MoreCloze 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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