Integrate Cloze with Sharepoint
Send information between Cloze and Sharepoint automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Cloze and Sharepoint 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.
Site created
Triggers when a new site is created
Drive created
Triggers when a new drive 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 text file
Creates a new text file
Create folder
Creates a new folder
Fetch folder
Fetches the details of an existing folder by name
Fetch file
Fetches the details of an existing file by name
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 Sharepoint?
SharePoint is a web-based collaborative platform that helps you share and manage files, data, and resources.
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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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CEO, Lakeside CNC Group
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CEO, iDAYit
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
