Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
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Triggers when the user needs a list of stages.
Triggers when a person is added to a specific list.
Triggers when we test.
Retrieve a list of lists (include stage and segment).
Retrieve a list of team members.
Triggers when the user needs a list of people stages.
Triggers when the user needs a list of people segments.
Triggers when a person is removed from a specific list.
Triggers when a person changes stage.
Triggers when a user needs a list of project stages.
Triggers when the user needs a list of project segments.
List of Share To targets in a team.
Triggers when the user needs a list of segments.
Retrieve a list of lists.
Creates or updates a project.
Creates a new ToDo.
Creates a note or event in Cloze. This action is deprecated and has been replaced with Create Note and Create Event.
Creates or updates a person.
Creates an entity.
Create or update a note.
Create a new communication record (email or call).
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".