Cloze

Cloze Help & Support

What Cloze Triggers and Actions are Supported?

Supported Triggers#

  • Company Change - Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
  • Person Change - Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
  • Project Change - Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Supported Actions#

  • Create/Update a Project - Creates or updates a project.
  • Create ToDo - Creates a new ToDo.
  • Create/Update a Person - Creates or updates a person.
  • Create/Update a Company - Creates a company.
  • Create a Note - Create or update a note.
  • Create Communication - Create a new communication record (email or call).
  • Create Timeline Event - Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".

How to Get Started with Cloze on Zapier

To get started with Cloze on Zapier, first you will need to click to connect your Cloze account to use with your Zap.

Click to connect Cloze

Next, you'll be asked to enter your Cloze's API key.

Cloze API Key

Paste your key into your Zapier account and then “Continue”. If your API was entered correctly your Cloze account will now be successfully connected.

Cloze connection successfull

Common Problems with Cloze on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

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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Getting Started with Zapier