Integrate Cloze with ConvergeHub
Send information between Cloze and ConvergeHub automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Cloze and ConvergeHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company changed
Triggers when a company is changed.
Person Change
Triggers when a person is changed.
Project Change
Triggers when a project is changed.
New target
Triggers when a new target is created
New account
Triggers when a new account is created
New event
Triggers when a new event is created
New contact
Triggers when new contact is created
New lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
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 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 lead
Creates a new lead
Create contact
Creates a new contact
Create account
Creates a new account
Create target
Creates a new target
Create event
Creates a new event
Update lead
Updates the details of an existing lead
Fetch contact
Fetches an existing contact by ID
Fetch event
Fetches an existing event by ID
Fetch target
Fetches an existing target by ID
Fetch lead
Fetches an existing lead by ID
Fetch account
Fetches an existing account by 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.
Similar apps
What is ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
Similar apps
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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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