Integrate Formsite with Cloze

Send information between Formsite and Cloze automatically, without writing any code, using Zoho Flow.

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Add a new person in Cloze for each form entry made in Formsite

Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in Cloze using the form responses obtained from Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
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Add a new person in Cloze for each form entry made in Formsite

Formsite + Cloze

Build your own integrations between Formsite and Cloze

Connect Formsite and Cloze with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Formsite and Cloze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Result submitted through forms

Triggers when a result is submitted through the selected form

Project changed

Triggers when a project is changed

Company changed

Triggers when a company is changed

Person changed

Triggers when a person is changed

All Actions - Actions are the automated tasks

Create or update company

Creates a company. If it already exists, updates the details of the company.

Create or update project

Creates or updates a project

Create communication

Creates a new communication record

Create timeline event

Creates a new timeline event

Create or update person

Creates a person. If the record already exists, updates the details of that person.

Create ToDo

Creates a new ToDo

Create note

Creates or updates a note

What is Formsite?

Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.

Forms Survey

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.

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 >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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