Integrate Vision6 with Cloze
Send information between Vision6 and Cloze automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Vision6 and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when an existing contact is updated in a specified list
Contact added
Triggers when a new contact is added to a specified list
Company changed
Triggers when a company is changed
Project changed
Triggers when a project is changed
Person changed
Triggers when a person is changed
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact by contact details
Fetches the details of an existing contact using contact details
Fetch list by name
Fetches the details of an existing list using name
Fetch contact by ID
Fetches the details of an existing contact using ID
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
What is Vision6?
Vision6 is a SMS and email marketing platform that helps businesses contact leads or customers, develop a subscriber base, and more.
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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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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
