Integrate weForms with Cloze
Send information between weForms and Cloze automatically, without writing any code, using Zoho Flow.
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Create a new person in Cloze for every form entry from weForms
Streamline your contact management by integrating forms with your contact management app to capture details directly This flow will generate a new person in Cloze using the form responses obtained from weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
Create a new person in Cloze for every form entry from weForms
weForms + Cloze
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Supported triggers and actions
Integrate weForms and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
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
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 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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