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Cloze Integrations
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Cloze Integration Details
Launched on Zapier:
The following Cloze Triggers, Searches, and Actions are supported by Zapier:
Triggers
InstantCompany Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
InstantProject Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
InstantPerson Change
Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Actions
Create Communication
Create a new communication record (email or call).
Create/Update a Person
Creates or updates a person.
Create a Note
Create or update a note.
Create ToDo
Creates a new ToDo.
Create Timeline Event
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
Create/Update a Company
Creates a company.
Create/Update a Project
Creates or updates a project.
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