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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 Forms integrations.
Get all Forms
Deletes an existing company by its company Id
Creates a new Todo
Create a new Communication Record
Creates a new person

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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 Forms and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Forms triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Zoho Forms 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 Forms 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 Forms 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 Forms is a versatile online form builder that allows users to create, share, and manage forms effortlessly. It is designed to help businesses and individuals collect data, gather feedback, and streamline workflows with ease. With a wide range of customizable templates and integrations, Zoho Forms is ideal for creating surveys, registration forms, and more.
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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