Integrate FastField with Cloze
Send information between FastField and Cloze automatically, without writing any code, using Zoho Flow.
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Create a new person in Cloze when a form is submitted through FastField
Save time and reduce errors by capturing contact details directly from forms into your contact management app. This flow will create a new person in Cloze from the responses collected via FastField.
How it works
- The flow triggers when a new submission is created in FastField.
- Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
Create a new person in Cloze when a form is submitted through FastField
FastField + Cloze
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Supported triggers and actions
Integrate FastField and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission created
Triggers when a new submission is created
Person Change
Triggers when a person is changed.
Project Change
Triggers when a project is changed.
Company changed
Triggers when a company is changed.
All Actions - Actions are the automated tasks
Create communication
Creates a new communication record
Create timeline event
Creates a new timeline event
Create or update a company
Creates a company. If it already exists, updates the details of the company.
Create or update a project
Creates or updates a project
Create a note
Creates or updates a note
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create ToDo
Creates a new ToDo
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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