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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.

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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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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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