OmniPUSH + Cloze Integrations
How to connect OmniPUSH + Cloze
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New ConnectionTriggers when a new connection is added.Trigger- Reply ReceivedTriggers when a reply received from accepted invite.Trigger
- Import Latest ReportImport latest report for the given report id.Action
Company ChangeTriggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.Trigger- Person ChangeTriggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.Trigger
- Project ChangeTriggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.Trigger
- Create CommunicationCreate a new communication record (email or call).Action
- Create/Update a CompanyCreates a company.Action
- Cloze
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
Scheduled
Action
- Cloze
Create or update a note.
Scheduled
Action
- Cloze
Creates or updates a person.
Scheduled
Action
- Cloze
Creates or updates a project.
Scheduled
Action
- Cloze
Creates a new ToDo.
Scheduled
Action
How OmniPUSH + Cloze Integrations Work
- Step 1: Authenticate OmniPUSH and Cloze.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.
About OmniPUSH
The Preeminent SaaS for TOTAL Remote Sales Pros
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