Cloze + Xero Integrations

How to connect Cloze + Xero

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Supported triggers and actions

What does this mean?

- Filters
  Cloze API filtering rules. Functionally similar to Zapier filter steps, for more information on this advanced, optional feature see What Are API Filters?.
  Examples:
  View all stage changes within the Enterprise Customer segment
  {"company" : {"segment" : "Enterprise Customer"} ,"changes" : {"stage":{"after":"*"} } }
  
  Tip Use the Cloze UI to see what custom fields and values are available for filtering against.
Trigger
Instant
Try It
- Filters
  Cloze API filtering rules. Functionally similar to Zapier filter steps, for more information on this advanced, optional feature see What Are API Filters?.
  Examples:
  Trigger when a Deal is Won.
  {"project" : {"segment" : "Deal"} ,"changes" : {"stage":{"after":"Won"} } }
  Trigger when a custom field Forecast changes to Commit
  { "changes" : { "Forecast" : {"after":"Commit"} } }
  Trigger when a the Number of Seats on a Concierge Service Deal changes.
  {"project" : {"segment" : "Deal", "customFields":[{"id":"Concierge Service","value":"Yes"}]} ,"changes" : {"Number of Seats":{"after":"*"} } }
  
  Tip Use the Cloze UI to see what custom fields and values are available for filtering against.
Trigger
Instant
Try It
- Company NameRequired
- Keyword
  Adds a single keyword even if it contains spaces or punctuation marks.
- Description
- Keywords
  Adds one or more keywords, separated by spaces or punctuation marks.
- Industry
- Business Size
- No. Of Employees
- Domains
- Notes
- Share To
- Assign To
  Always assign to this user.
- Default Assign To
  Only assign to this user if not already assigned.
- Node
  Sub-team placement, e.g. /US/West.
- Stage
- Segment
- List
- Remove List
- Facebook
- Twitter
- LinkedIn
- Street Address
- City
- Region
- Postal Code
- Country
- Phone
- Url
- Source App ID
  Identifies the source application of this Entity. Enter the fully-qualified domain name of the URL where you log into the source application. For example, if the source application is Salesforce and you log into "https://na11.salesforce.com", enter "na11.salesforce.com". For more information see What Are App Links?.
- Source App Link Name
  The name of the source application. Cloze places a link with this title in the created Entity.
- Source App Link URL
  A URL to the Entity information in the source application. Cloze will place a link to this URL in the created Entity. Choose a URL from the source application trigger if one is available. See What Are App Links? for more information.
- Source Entity Unique ID
  A unique ID for the entity in the source application. Choose a field from the source application trigger so that later updates to the document contain the same ID. See What Are App Links? for more information.
- Additional Fields
  Specify additional phone, address and other entries. See How To Use Cloze Additional Fields.
Action
Write
- Source App IDRequired
  Fully qualified domain name e.g. salesforce.com of source application.
- Source Note IDRequired
  An identifier for the note from the source application.
- Author Name
- Author Address
- About Name
  The name of the person or project this note is about.
- About Address
  The email or social address of the person or project this note is about.
- Subject
- Body
  Text or HTML are supported. Set Body Type as appropriate.
- Body Type
  The body type (text/html).
- Source App Name
  The name of the source application. Cloze places a link with this title in the created Note.
- Source App URL
  Choose a URL from the source application trigger if one is available. Cloze will place a link to this URL in the created Note.
- Additional Fields
  Sometimes additional fields are needed for people in Cloze. This includes multiple references. As an advanced feature, you can utilize this field to specify additional values for the communication.
  Examples
  support@cloze.comSupportservice.myservice.com:123456My Service
  reference[0].value
  reference[0].name
  reference[1].value
  reference[1].name
  .
Action
Write
- Project NameRequired
- Keyword
  Adds a single keyword even if it contains spaces or punctuation marks.
- Summary
- Keywords
  Adds one or more keywords, separated by spaces or punctuation marks.
- Notes
- Node
  Sub-team placement, e.g. /US/West.
- Project Type
  Choose one of your predefined Project or Deal Types.
- Project Value
  An optional value associated with this project. Common uses are deal values from CRM or sales pipeline management applications; or project cost or billable value in project management applications.
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
  The name of the source application. Cloze places a link with this title in the created Project.
- Source App URL
  Choose a URL from the source application trigger if one is available. Cloze will place a link to this URL in the created Person.
- Source App IDRequired
  Identifies the source application of this Project. Enter the fully-qualified domain name of the URL where you log into the source application. For example, if the source application is Salesforce and you log into "https://na11.salesforce.com/...", enter "salesforce.com". See What Are App Links? for more information.
- Source Project Unique IDRequired
  An identifier for the project from the source system. See What Are App Links? for more information.
- Additional Fields
  If you have more than one set of App Links fields you want to track with the project, add them here. See What Are App Links in Cloze? and How to Use Additional Fields in Cloze for more information.
Action
Write

- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
Try It

New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- Quote Status
  If left empty, Zapier will trigger on all new quotes, regardless of status.
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Write
- TypeRequired
- ContactRequired
- Date
  Defaults to today's date if not specified.
Action
Write
- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Reference
  Non-unique alpha numeric code identifying the bill.
- Url
  URL link to a source document.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Document Type
  What you'll you provide the ID or number for via the next field.
- Document ID or NumberRequired
  The ID or Number for the selected Document Type.
- Paid ToRequired
  The bank account or clearing account the payment is being made to.
- Date
- Currency Rate
  Exchange rate when payment is received. Only used for non base currency invoices.
- AmountRequired
- Reference
  An optional description for the payment.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Search or write

- Filters
  Cloze API filtering rules. Functionally similar to Zapier filter steps, for more information on this advanced, optional feature see What Are API Filters?.
  Examples:
  Trigger when a Customer segment person enters Active stage
  {"person" : {"segment" : "Customer"} ,"changes" : {"stage":{"after":"Active"} } }
  Trigger when the next step of a Potential Partner is Final Agreement
  {"person" : {"segment" : "Partner", "stage" : "Potential"} ,"changes" : {"step":{"after":"Final Agreement"} } }
  Trigger when a Potential Partner in Marketing becomes a Director.
  {"person" : {"segment" : "Partner", "stage" : "Potential", "customFields":[{"id":"Department","value":"Marketing"}]} ,"changes" : {"Role":{"after":"Director"} } }
  Tip Use the Cloze UI to see what custom fields and values are available for filtering against.
Trigger
Instant
Try It
- StyleRequired
  The style of the communication (is it most like an email, call, or direct (Instant Message)).
- From Name
- From AddressRequired
  The email, phone number, social handle (twitter:address/facebook:address/linkedin:address), or custom address (custom:address) of the sender.
- Recipient Name
- Recipient Address
  The address of the recipient (email, phone number, social handle, or custom address).
- Subject
- Body
- Body Type
- Skip Inbox
  Skip the Inbox view and display only on the Timeline.
- Thread ID
  A unique identifier describing the thread of this message (message threading). All messages with this same threadid will be threaded together in the Cloze UI. An example of a good threadid would be a unique support ticket number.
- Source App Link Name
  The name of the source application; creates an "Open In " link inside the message.
- Source App Link URL
  A URL to the source application; creates an Open In link inside the message.
- Additional Fields
  Description
  Sometimes additional fields are needed for people in Cloze. This includes multiple recipients. As an advanced feature, you can utilize this field to specify additional values for the communication.
  Examples
  Supportsupport@cloze.com
  recipient[1].name
  recipient[1].value
  .
Action
Write
- Author Name
- Author Address
  Pick an email or other identifier understood by Cloze (e.g. mike@cloze.com or calendar.google.com:123456).
- Subject
- Body
- Body Type
- About Name
- About Address
  An address of the person this event is about.
- Source App Link Name
  The name of the source application. Cloze places a link with this title in the created Person.
- Source App Link URL
  Choose a URL from the source application trigger if one is available. Cloze will place a link to this URL in the created Person.
- Additional Fields
  Sometimes additional fields are needed for people in Cloze. This includes multiple references. As an advanced feature, you can utilize this field to specify additional values for the communication.
  Examples
  support@cloze.comSupportservice.myservice.com:123456My Service
  reference[0].value
  reference[0].name
  reference[1].value
  reference[1].name
  .
Action
Write
- Full Name
- Birthday
  Birthday.
- Gender
  Gender.
- Email
- Phone
- Keywords
  Adds one or more keywords, separated by spaces or punctuation marks.
- Headline
- Node
  Sub-team placement, e.g. /US/West.
- Keyword
  Adds a single keyword even if it contains spaces.
- Notes
- Stage
- Segment
- Assign To
  Always assign to this user.
- Default Assign To
  Only assign to this user if not already assigned.
- Share To
  Shares the person information with someone on your Cloze team.
- List
  Adds the Person to one of your previously defind Cloze lists.
- RemoveList
  If updating an existing person, removes that person from the list you specify.
- Source App ID
  Identifies the source application of this Person. Enter the fully-qualified domain name of the URL where you log into the source application (for example, if your source app is MailChimp and you log into https://mailchimp.com, enter "mailchimp.com"). For more infomation, see What Are App Links?.
- Source Person Unique ID
  A unique ID for the person in the source application. Choose a field from the source application trigger so that later updates to the document contain the same ID.
- Source App Link Name
  The name of the source application. Cloze places a link with this title in the created Person.
- Source App Link URL
  Choose a URL from the source application trigger if one is available. Cloze will place a link to this URL in the created Person.
- Additional Fields
  Specify additional email, phone, address and other entries. See How To Use Cloze Additional Fields.
Action
Write
- Assign To
- TopicRequired
  What needs to be done.
- When
  The date and time when to do it.
- Participants
  Other people, if any, involved in the task.
Action
Write
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Status
Trigger
Scheduled
Try It
- Payment Type
Trigger
Scheduled
Try It
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
Try It
- InvoiceRequired
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- From AccountRequired
  The bank account the payment is being made from.
- To AccountRequired
  The bank account the payment is being made to.
- AmountRequired
- Date
Action
Write
- ContactRequired
- Date
  Defaults to current date if not specified.
- Expiry
- Quote Number
  If you want Xero to auto-generate a Quote Number for you, leave this field blank.
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
  Defaults to Tax Exclusive if not specified
- Item Code
- DescriptionRequired
- Quantity
- Unit Price
- Discount %
- Account
- Tax Rate
- Terms
Action
Write
- Invoice NumberRequired
  To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.
Action
Write
- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Number
  Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
- Reference
  An additional reference number
- Url
  URL link to a source document.
- Sent To Contact
  Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Contact (supplier)Required
- Date
  When the purchase order was issued. Defaults to today's date if not specified.
- Delivery Date
- Order Number
  If left blank, Xero will auto-generate this from your default invoice numbering.
- Reference
- Theme
- Currency
- Tax Type
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- Api Docs Info
  API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search ByRequired
Action
Search

How Cloze + Xero Integrations Work

Step 1: Authenticate Cloze and Xero.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cloze + Xero

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.

Learn more

Related categories

CRM (Customer Relationship Management)

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more

Related categories

Accounting

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reference[0].value
reference[0].name
reference[1].value
reference[1].name

recipient[1].name
recipient[1].value

Cloze + Xero Integrations

How to connect Cloze + Xero

Connect your apps and automate workflows

Company Change

Filters

Project Change

Filters

Create/Update a Company

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

Create a Note

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

Create/Update a Project

Project NameRequired

Keyword

Summary

Keywords

Notes

Node

Project Type

Project Value

Stage

Created (Potential) Date

Planned Start (Active) Date

Planned End (Won or Lost) Date

Source App Name

Source App URL

Source App IDRequired

Source Project Unique IDRequired

Additional Fields

App Extensions (Beta)

Owner

App ExtensionRequired

New Bank Transaction

New Contact

New Quote

Quote Status

New Sales Invoice

Status