Cloze and Salesflare
How to connect Cloze
- Via Zapier — 11 operations available. Set it up ↗
- Via Make — 22 modules available. Set it up ↗
What you can automate
- When new Account in Salesflare, create/Update a Company in Cloze.
- When new Task in Salesflare, create ToDo in Cloze.
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.
Cloze operations on Zapier
Triggers (3)
Start a workflow when this happens
- 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.
Actions (8)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- 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 ToDo — Creates a new ToDo.
- Create a Note — Create or update a note.
Show 3 more actions
- Create/Update a Company — Creates a company.
- Create/Update a Person — Creates or updates a person.
- Create/Update a Project — Creates or updates a project.
Cloze operations on Make
Triggers (3)
Start a workflow when this happens
- Watch Company Audit Changed — Triggers on the major timeline audited changes like Segment, Stage or Step has been changed.
- Watch Person Audit Changed — Triggers on the major timeline audited changes like Segment, Stage or Step has been changed.
- Watch Project Audit Changed — Triggers on the major timeline audited changes like Segment, Stage or Step has been changed.
Actions (16)
Things Salesflare can make it do
- Create a Communication Record — Creates a new communication record.
- Create a Company — Creates a new company.
- Create a Content — Creates new note, event or external to do.
- Create a Person — Creates a new person.
- Create a Project — Creates a new project.
Show 11 more actions
- Create a To Do — Creates a new to do.
- Delete a Company — Deletes a company specified by unique identifier.
- Delete a Person — Deletes a person specified by unique identifier.
- Delete a Project — Deletes a project specified by ID.
- Get a Company — Retrieves a details of a company specified by unique identifier.
- Get a Person — Retrieves a details of a person specified by unique identifier.
- Get a Project — Retrieves a project details specified by unique identifier.
- Make an API Call — Performs an arbitrary API call.
- Update a Company — Updates a company specified by ID.
- Update a Person — Updates a person specified by ID.
- Update a Project — Updates a project specified by name.
Searches (3)
Look up existing records
- Find Companies — Searches companies.
- Find People — Searches people that match a search parameters.
- Find Projects — Searches projects.
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