Integrate Woodpecker with Cloze
Send information between Woodpecker and Cloze automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Woodpecker and Cloze 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.
All Actions - Actions are the automated tasks
Populate document
Populates templated document with the specified field values
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 Woodpecker?
Woodpecker is a document automation application that provides features like auto-template creation, bulk insert, multi-populate and more.
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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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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