Integrate Cloze with GoDial
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Supported triggers and actions
Integrate Cloze and GoDial using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company changed
Triggers when a company is changed
Project changed
Triggers when a project is changed
Person changed
Triggers when a person is changed
Contact created
Triggers when a new contact is created
Account created
Triggers when a new account is created
Contact updated
Triggers when the details of an existing contact is updated
Task created
Triggers when a new task is created
Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create note
Creates or updates a note
Create or update project
Creates or updates a project
Create or update company
Creates a company. If it already exists, updates the details of the company.
Create timeline event
Creates a new timeline event
Create communication
Creates a new communication record
Create ToDo
Creates a new ToDo
Create task
Creates a new task
Change contact list
Changes the list for a contact
Assign a list to a member
Assigns a list to a member
Create contact
Creates a new contact
Insert dispose details for a contact
Inserts disposition details for a particular contact
Create list
Creates a new list
Create team
Creates a new team
Create account
Creates a new account
Fetch team by ID
Fetches the details of an existing team using ID
Fetch contact by ID
Fetches the details of an existing contact using ID
Fetch account by ID
Fetches the details of an existing account using ID
Fetch task by ID
Fetches the details of an existing task using ID
Fetch list by ID
Fetches the details of an existing list using ID
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.
What is GoDial?
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