Integrate Cloze with Kayako

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

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Supported triggers and actions

Integrate Cloze and Kayako using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company changed

Triggers when a company is changed.

Person Change

Triggers when a person is changed.

Project Change

Triggers when a project is changed.

User created

Triggers when a new user account is created

Conversation created

Triggers when a new conversation is created

All Actions - Actions are the automated tasks

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 communication

Creates a new communication record

Create timeline event

Creates a new timeline event

Create ToDo

Creates a new ToDo

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 organization

Creates a new organization

Add tags to conversation

Adds the specified tags to an existing conversation

Add tags to organization

Adds tags to an existing organization

Create user

Creates a new user account and profile

Create conversation

Creates a new conversation

Update organization

Updates the details of an existing organization

Update conversation

Updates the details of an existing conversation

Update user

Updates the details of an existing user

Find user

Finds the details of an existing user

Find conversation

Finds the details of an existing conversation

Find organization

Finds the details of an existing organization

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.

What is Kayako?

Kayako is a help desk platform with support ticketing system that helps you be more productive and build customer loyalty. It also provides a help center feature that allows customers to answer their own questions.

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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