Cloze

Cloze Integrations

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Cloze Integration Details
Beta

Launched on Zapier August 30, 2015

Zapier combines Triggers (like "Company Change") and Actions (like "Create/Update a Person") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Cloze Triggers, Searches, and Actions are supported by Zapier:

Create/Update a Person

Creates or updates a person.

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".

Create/Update a Project

Creates or updates a project.

Create ToDo

Creates a new ToDo.

Create/Update a Company

Creates a company.

Create a Note

Create or update a note.

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.

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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.