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Create business workflows for Cloze without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Cloze workflows

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Create people in Cloze for new subscriptions in Chargebee


Identify a subscriber as a person, and not just another customer, so you can give them the extra care they deserve. This flow will create a new contact (person) in your Cloze account when a new subscription is added in Chargebee.


How it works
1) A new subscription is added in Chargebee.
2) Zoho Flow then creates the details for the contact (person) in Cloze
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Create people in Cloze for new subscriptions in Chargebee

Chargebee + Cloze

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Build your own Cloze integrations

Connect Cloze with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Cloze workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company changed

Triggers when a company is changed

Person changed

Triggers when a person is changed

Project changed

Triggers when a project is changed

All Actions - Actions are the automated tasks

Create or update company

Creates a company. If it already exists, updates the details of the company.

Create or update project

Creates or updates a project

Create communication

Creates a new communication record

Create timeline event

Creates a new timeline event

Create ToDo

Creates a new ToDo

Create note

Creates or updates a note

Create or update person

Creates a person. If the record already exists, updates the details of that person.

What is Cloze?

Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.

Artificial Intelligence CRM

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Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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