AgentFire + Cloze

AgentFire + Cloze integrations

Add notes to Cloze when new lead notes are added in AgentFire

Effortlessly maintain up-to-date records with this workflow that connects AgentFire to Cloze. When you add notes to a lead in AgentFire, the workflow will create a corresponding note in the Cloze app. This automation ensures all your lead information is easily accessible and organized across both platforms, streamlining your sales process and saving you valuable time.

When this happens...
Notes Added to LeadTriggers when notes are added to an existing lead in the Lead Manager.
TriggerInstant
automatically do this!
Create a NoteCreate or update a note.
ActionWrite

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More things you can do with AgentFire and Cloze

Discover other triggers and actions you can use with AgentFire and Cloze

Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
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New Lead
Triggers when a new lead is captured in the Lead Manager.
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Page View
Triggers when a page view event is recorded in the Lead Manager.
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- Lead Type
- First Name
- Last Name
- Phone
- Email
- Street Address
- City
- State
- Zip Code
- Country
- Other
- Tags
- Notes
- Hot
- Source ID
- Source URL
- Agent ID
- Office ID
- Meta
Action
Write
- Name
- Email
- Phone
Action
Search

- Name
- Email
- Phone
- Address
Action
Search
- Filters
Trigger
Instant
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- Filters
Trigger
Instant
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- Company Name
  Required
- Keyword
- Description
- Keywords
- Industry
- Business Size
- No. Of Employees
- Domains
- Notes
- Share To
- Assign To
- Default Assign To
- Node
- Stage
- Segment
- List
- Remove List
- Facebook
- Twitter
- LinkedIn
- Street Address
- City
- Region
- Postal Code
- Country
- Phone
- Url
- Source App ID
- Source App Link Name
- Source App Link URL
- Source Entity Unique ID
- Additional Fields
Action
Write
- Source App ID
  Required
- Source Note ID
  Required
- Author Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Name
- Source App URL
- Additional Fields
Action
Write
- Project Name
  Required
- Keyword
- Summary
- Keywords
- Notes
- Node
- Project Type
- Project Value
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
- Source App URL
- Source App ID
  Required
- Source Project Unique ID
  Required
- Additional Fields
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Trigger
Instant
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Notes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Trigger
Instant
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Updated Lead
Triggers when an existing lead is updated in the Lead Manager.
Trigger
Instant
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- Lead ID
  Required
- Notes
- Hot
- Agent ID
- Office ID
- Meta
Action
Write
- Lead ID
- Name
- Phone
- Email
Action
Search
- Lead ID
- Name
- Phone
- Email
- Lead Type
- First Name
- Last Name
- Phone
- Email
- Street Address
- City
- State
- Zip Code
- Country
- Other
- Tags
- Notes
- Hot
- Source ID
- Source URL
- Agent ID
- Office ID
- Meta
Action
Search or write
- Filters
Trigger
Instant
Try It
- Style
  Required
- From Name
- From Address
  Required
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Author Name
- Author Address
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Full Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
- Assign To
- Default Assign To
- Share To
- List
- RemoveList
- Source App ID
- Source Person Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- Topic
  Required
- When
- Participants
Action
Write

About AgentFire

AgentFire is a revolutionary real estate website and marketing platform that helps agents maximize digital opportunities.

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About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.