Integrate Cloze with Usedesk
Send information between Cloze and Usedesk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Cloze and Usedesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person changed
Triggers when a person is changed
Company changed
Triggers when a company is changed
Project changed
Triggers when a project is changed
Ticket created
Triggers when a new ticket is created
Client added
Triggers when a new client is added
All Actions - Actions are the automated tasks
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 or update person
Creates a person. If the record already exists, updates the details of that person.
Create chat
Creates a chat or send messages to an existing chat on behalf of the client
Add comment
Adds a comment to the specified ticket
Create ticket
Creates a new ticket
Send chat message
Sends a chat message to the specified client
Create agent
Creates a new agent
Create client
Creates a new client
Update client
Updates the details of an existing client
Update agent
Updates the details of an existing agent
Update ticket
Updates the details of an existing ticket
Fetch ticket
Fetches the details of an existing ticket using ticket ID
Fetch agent by ID
Fetches the details of an existing agent using agent ID
Fetch agent by email address
Fetches the details of an existing agent using email address
Fetch client
Fetches the details of an existing client using client 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.
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What is Usedesk?
Usedesk is a cloud-based solution that lets you automate customer engagement services and solve customer support tickets. It allows you to create templates, set up automatic responses, make automatic changes to customer status, and more.
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