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
- The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
- Zoho Flow creates a company. If it already exists, updates the details of the company. in Cloze.
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
Exhibitor created or updated
Triggers when a new exhibitor is created or when the details of an existing exhibitor are updated
Booth removed from an exhibitor
Triggers when a booth is removed from an exhibitor
Booth added in an exhibitor
Triggers when a booth is added in an exhibitor
Project Change
Triggers when a project is changed.
Person Change
Triggers when a person is changed.
Company changed
Triggers when a company 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
Update exhibitor
Updates the details of an existing exhibitor
Remove exhibitor booth
Removes the specified booth in the selected exhibitor
Fetch exhibitor ID
Fetches the ID of the exhibitor using external ID
Fetch exhibitor
Fetches the details of an existing exhibitor using exhibitor ID
Fetch booth
Fetches the details of an existing booth using name
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create a note
Creates or updates a note
Create ToDo
Creates a new ToDo
Create timeline event
Creates a new timeline event
Create communication
Creates a new communication record
Create or update a project
Creates or updates a project
Create or update a company
Creates a company. If it already exists, updates the details of the company.
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
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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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