Integrate Cloze with Docupilot
Send information between Cloze and Docupilot automatically, without writing any code, using Zoho Flow.
Build your own integrations between Cloze and Docupilot
Connect Cloze and Docupilot with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Cloze and Docupilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person changed
Triggers when a person is changed
Company changed
Triggers when a company is changed
Project changed
Triggers when a project is changed
All Actions - Actions are the automated tasks
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
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create folder
Creates a new folder
Create document
Creates a new document from a specified template
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 Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
Similar apps
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.
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Technical Engineer, Master Liveaboards
