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Bonjoro + Cloze

Create tasks in Bonjoro when person changes occur in Cloze

Stay updated on your client management efforts with this efficient workflow. Whenever a Person Change occurs in the Cloze app, a new task is swiftly created in the Bonjoro app, keeping your task list relevant and current. Now, you can easily prioritize any changes to a person in Cloze, ensuring your immediate attention and making task assignment a breeze. Manage client changes effectively with this integration that seamlessly connects your task management.

Stay updated on your client management efforts with this efficient workflow. Whenever a Person Change occurs in the Cloze app, a new task is swiftly created in the Bonjoro app, keeping your task list relevant and current. Now, you can easily prioritize any changes to a person in Cloze, ensuring your immediate attention and making task assignment a breeze. Manage client changes effectively with this integration that seamlessly connects your task management.

  1. When this happens...
    ClozeCloze
    Person Change

    Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

    TriggerInstant
  2. automatically do this!
    BonjoroBonjoro
    Create Task

    Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Filters

    Trigger
    Instant
    Try It

    • Filters

    Trigger
    Instant
    Try It

    • Company NameRequired

    • 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 IDRequired

    • Source Note IDRequired

    • Author Name

    • Author Address

    • About Name

    • About Address

    • Subject

    • Body

    • Body Type

    • Source App Name

    • Source App URL

    • Additional Fields

    Action
    Write
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About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.
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  • Customer Appreciation

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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.
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