Active Collab + Cloze Integrations
How to connect Active Collab + Cloze
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New CommentTriggers when a comment is added to an object in Active Collab.Trigger- New ProjectTriggers when new project is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Task ClosedTriggers when a task is closed in Active Collab.Trigger
- New Task ListTriggers when a new task list is created in a project in Active Collab.Trigger
- Task MovedTriggers when a task is moved to another task list.Trigger
- Time TrackedUser has tracked time on project or task.Trigger
- Add Comment to TaskCreates a new comment in selected task.Action
- Active Collab
Creates a new company.
Scheduled
Action
- Active Collab
Completes a project.
Scheduled
Action
- Active Collab
Completes a task.
Scheduled
Action
- Active Collab
Creates a new project.
Scheduled
Action
- Active Collab
Creates a task.
Scheduled
Action
- Active Collab
Creates a new discussion in a project.
Scheduled
Action
- Active Collab
Adds a new comment to discussion.
Scheduled
Action
- Active Collab
Invites a new user to a project.
Scheduled
Action
- Cloze
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Instant
Trigger
- Cloze
Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Instant
Trigger
- Cloze
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Instant
Trigger
- Cloze
Create a new communication record (email or call).
Scheduled
Action
- Cloze
Creates a company.
Scheduled
Action
- Cloze
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
Scheduled
Action
- Cloze
Create or update a note.
Scheduled
Action
- Cloze
Creates or updates a person.
Scheduled
Action
- Cloze
Creates or updates a project.
Scheduled
Action
- Cloze
Creates a new ToDo.
Scheduled
Action
How Active Collab + Cloze Integrations Work
- Step 1: Authenticate Active Collab and Cloze.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Active Collab
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