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Cloze + Planning Center

Create or update persons in Cloze for every new profile in Planning Center

Transform the way you manage your contacts by linking your Planning Center and Cloze apps. With this workflow, every time a new profile is created in Planning Center, it will update or create a person in Cloze. It streamlines your process, ensuring all your important contact information always stays up to date. This seamless connection helps you save time and maintain organization across platforms.

Transform the way you manage your contacts by linking your Planning Center and Cloze apps. With this workflow, every time a new profile is created in Planning Center, it will update or create a person in Cloze. It streamlines your process, ensuring all your important contact information always stays up to date. This seamless connection helps you save time and maintain organization across platforms.

  1. When this happens...
    Planning CenterPlanning Center
    New Profile

    Triggers when a new Profile is created.

    TriggerScheduled
  2. automatically do this!
    ClozeCloze
    Create/Update a Person

    Creates or updates a person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ListRequired

    Trigger
    Scheduled
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    • FormRequired

    Trigger
    Scheduled
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    • WorkflowRequired

    Trigger
    Scheduled
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    • Filters

    Trigger
    Instant
    Try It
  • Planning Center triggers, actions, and search

    New Donation

    Triggers when a donation is received.

    Trigger
    Scheduled
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    • Filters

    Trigger
    Instant
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    • Filters

    Trigger
    Instant
    Try It
cloze logo
cloze logo

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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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
planning-center logo
planning-center logo

About Planning Center

Planning Center is a church management system that helps manage people, services, donations, registrations, and more.

Related categories