Integrate GoToAssist with Cloze
Send information between GoToAssist and Cloze automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate GoToAssist and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Incident occurred
Triggers when a new incident occurs
User added
Triggers when a new user is added
Customer added
Triggers when a new customer is added
Company added
Triggers when a new company is added
Person Change
Triggers when a person is changed.
Project Change
Triggers when a project is changed.
Company changed
Triggers when a company is changed.
All Actions - Actions are the automated tasks
Add customer
Adds a new customer
Add company
Adds a new company
Create communication
Creates a new communication record
Create timeline event
Creates a new timeline event
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 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 ToDo
Creates a new ToDo
What is GoToAssist?
GoToAssist helps you create online support portals so customers have a quick, simple way to find answers and get help.
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.
Similar apps
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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