Integrate ExpoFP with Cloze

Send information between ExpoFP and Cloze automatically, without writing any code, using Zoho Flow.

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Create a company profile in Cloze for newly added exhibitors in ExpoFP

Automatically sync exhibitor data with your contact management app, removing the need for manual intervention. This flow will set up a new company in Cloze following the addition of an exhibitor to ExpoFP.

How it works
  1. The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
  2. Zoho Flow creates a company. If it already exists, updates the details of the company. in Cloze.
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Create a company profile in Cloze for newly added exhibitors in ExpoFP

ExpoFP + Cloze

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Supported triggers and actions

Integrate ExpoFP and Cloze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Booth removed from an exhibitor

Triggers when a booth is removed from an exhibitor

Exhibitor created or updated

Triggers when a new exhibitor is created or when the details of an existing exhibitor are updated

Booth added in an exhibitor

Triggers when a booth is added in an exhibitor

Project Change

Triggers when a project is changed.

Company changed

Triggers when a company is changed.

Person Change

Triggers when a person is changed.

All Actions - Actions are the automated tasks

Add exhibitor booth

Adds a specified booth in the selected exhibitor

Add exhibitor

Adds a new exhibitor

Remove exhibitor booth

Removes the specified booth in the selected exhibitor

Update exhibitor

Updates the details of an existing exhibitor

Fetch exhibitor ID

Fetches the ID of the exhibitor using external ID

Fetch booth

Fetches the details of an existing booth using name

Fetch exhibitor

Fetches the details of an existing exhibitor using exhibitor ID

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

What is ExpoFP?

ExpoFP is an online interactive floor plan design and management software solution for owners to sell booths and find exhibitors. It helps exhibitors and attendees check availability, reserve and modify booth bookings online, and more.

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.

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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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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Technical Engineer, Master Liveaboards

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