Integrate Cloze with Biztera
Send information between Cloze and Biztera automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Cloze and Biztera using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project Change
Triggers when a project is changed.
Company changed
Triggers when a company is changed.
Person Change
Triggers when a person is changed.
Request created
Triggers when an approval request is created
Request denied
Triggers when a request is denied
Request approved
Triggers when a request is approved
All Actions - Actions are the automated tasks
Create a note
Creates or updates a note
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create or update a company
Creates a company. If it already exists, updates the details of the company.
Create or update a 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 request
Creates an approval request
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 Biztera?
Biztera is approval workflow and tracking software. It lets you track approval requests, create multi-step approvals, and add comments and links for social decision-making.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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