Bonjoro + Cloze

Create tasks in Bonjoro when person changes occur in Cloze

Stay updated on your client management efforts with this efficient workflow. Whenever a Person Change occurs in the Cloze app, a new task is swiftly created in the Bonjoro app, keeping your task list relevant and current. Now, you can easily prioritize any changes to a person in Cloze, ensuring your immediate attention and making task assignment a breeze. Manage client changes effectively with this integration that seamlessly connects your task management.

When this happens...
Person Change
Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
TriggerInstant
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Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
ActionWrite

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Supported triggers and actions

- Filters
Trigger
Instant
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- Filters
Trigger
Instant
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- 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
Action
Write
- 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
Action
Write
- 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
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
Trigger
Instant
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Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
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Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
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Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
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Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
Trigger
Instant
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Workspaces
List of available Workspaces
Trigger
Polling
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- Email AddressRequired
- First Name
- Last Name
- WorkspaceRequired
- Message Template
- Reason
Action
Write

- Filters
Trigger
Instant
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- StyleRequired
- From Name
- From AddressRequired
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Author Name
- Author Address
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Full Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
- Assign To
- Default Assign To
- Share To
- List
- RemoveList
- Source App ID
- Source Person Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- TopicRequired
- When
- Participants
Action
Write
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Trigger
Instant
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Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Trigger
Instant
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Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
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Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
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Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
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Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
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Message Templates
List of available Message Templates
Trigger
Polling
Try It

About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.

Learn more

Related categories

Customer Appreciation

Similar apps

BombBomb.com

Drip Emails

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Bonjoro + Cloze

Create tasks in Bonjoro when person changes occur in Cloze

Supported triggers and actions

Company Change

Project Change

Create/Update a Company

Create a Note

Create/Update a Project

API Request (Beta)

Bonjoro Bounced

Bonjoro Sent

Bonjoro Dismissed

Bonjoro Reaction

Bonjoro Shared

Workspaces

Create Task

Person Change

Create Communication

Create Timeline Event

Create/Update a Person

Create ToDo

Bonjoro Reassigned

Bonjoro Call to Action Clicked

Bonjoro Created

Bonjoro Email Opened

Bonjoro Reply

Bonjoro Watched

Message Templates

About Bonjoro

Related categories

Similar apps

BombBomb.com

About Cloze

Related categories

Similar apps

Zapier Interfaces