Integrate Cloze with Sansan
Send information between Cloze and Sansan automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Cloze and Sansan using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company changed
Triggers when a company is changed
Project changed
Triggers when a project is changed
Person changed
Triggers when a person is changed
Card created
Triggers when a new card is created
Updated card
Triggers when the details of an existing card are updated
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 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
Fetch tags
Fetches the list of tags for the specified card
Fetch card
Fetches the details of an existing card 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 Sansan?
Sansan is a cloud-based contact management system that lets you manage and share contacts and digitize business cards. You can add reminders and download your contact list to use elsewhere.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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Head of Operations, AAA Band Rentals
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
