Cloze

The Cloze modules allow you to monitor, create, update, send, retrieve, list, and delete the communication records, companies, content, people, and projects in your Cloze account.

Getting Started with Cloze

Prerequisites

  • A Cloze account - create an account at cloze.com/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Cloze to Integromat

To connect your Cloze account to Integromat you need to obtain the Email address and API Key from your Cloze account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Cloze account.

2. Click More > Settings > API Keys > Add.

3. Enter a name for the API Key and click Add

4. Copy the API Key to your clipboard.  

5. Log in to your Integromat account, and add a scenario module from Cloze app into an Integromat scenario. 

6. Click Add next to the Connection field.

7. In the Connection field, enter a name for the connection.

8. In the Email field, enter the email address with which you want to establish the connection. 

9. In the API Key field, enter the API Key copied in step 4, and click Continue.

The connection has been established.

People

Watch Person Audit Changed

Triggers on the major timeline audited changes like Segment, Stage, or Step have been changed.

Integromat automatically creates a webhook in Cloze once you add an instant trigger to your scenario.
Webhook NameEnter (map) a name for the webhook.
ConnectionEstablish a connection to your Cloze account.

Find People

Searches people that match search parameters.

ConnectionEstablish a connection to your Cloze account.
Sort OrderSelect or map the order in which you want to sort the search results. For example, Last Changed.
Group OrderSelect or map the order to group the people. For example, Stage.
ScopeSelect or map the scope of the people you want to search. For example, Local.
Free From QueryEnter (map) the natural language query expressions that can be entered directly using the Cloze UI, or as a selected suggestion from the Cloze UI. May be used in conjunction with the other structured query parameter forms.
Use # followed by internal field name to indicate a custom field. By itself, this indicated presence followed with operator and expression further matching condition. For example, name Johnstone.
SegmentSelect or map the segment whose people you want to search.
StageSelect or map the stage of the person, company, or project whose people you want to search.
StepSelect or map the step whose people you want to search.
AssignedSelect whether you want to search only the assigned people.
LimitSet the maximum number of people Integromat should return during one execution cycle.

Get a Person

Retrieves details of a person specified by a unique identifier.

ConnectionEstablish a connection to your Cloze account.
Person Sync KeySelect or map the person whose details you want to retrieve.
TeamSelect the checkbox to retrieve the team relation or local relation information. 

Create a Person

Creates a new person.

ConnectionEstablish a connection to your Cloze account.
Full NameEnter (map) the person's full name.
HeadlineEnter (map) the headline for the person. For example, a person's position.
PictureEnter (map) the publicly accessible URL address of the person's profile picture.
PrivateSelect whether the person is marked as private.
SegmentSelect or map the segment of the person. For example, Lead.
StageSelect or map the stage of the person.
StepSelect or map the next step of the person.
NotesEnter (map) any additional information about the person.
KeywordsAdd the keywords applicable for the person.
Twitter HandleEnter (map) the Twitter Account ID of the person.
Facebook IDEnter (map) the Facebook Account ID of the person.
LinkedIn IDEnter (map) the LinkedIn Account ID of the person.
EmailsAdd the email addresses of the person:

Value
Enter (map) the email address of the person you want to add.

Work
Select whether this is a work email address.

Home
Select whether this is a personal email address.

PhoneAdd the phone numbers of the person:

Value
Enter (map) the phone number of the person you want to add.

Work
Select whether this is a work number.

Home
Select whether this is the home number.

Mobile
Select whether this is the mobile number of the person.

FaxesAdd the fax numbers of the person:

Value
Enter (map) the fax number you want to add.

Work
Select whether this fax number belongs to work.

Home
Select whether this is the home number.

AddressesAdd the person addresses:
StreetEnter (map) the street name and house/flat number.
CityEnter (map) the city name.
RegionEnter (map) the state or province name.
CountryEnter (map) the country name.
Postal/Zip CodeEnter (map) the area postal code.
WorkSelect whether this is the office address.
HomeSelect whether this is the person's home address.
LatitudeEnter (map) the location's latitude details.
LongitudeEnter (map) the location's longitude details.
App LinksAdd the app links related to the person:
SourceEnter (map) the app domain name. For example, na16.salesforce.com.
Unique IDEnter (map) the Unique ID of the app within the source. For example, Salesforce's key.
App Link NameEnter (map) the app link name.
URLEnter (map) the app's URL address.
Contact URLsEnter (map) the person's contact URL address:
AddressEnter (map) the contact URL address.
NameEnter (map) a contact name.
TypeEnter (map) the segment type to organize the contact.
RoleSelect or map the person's role. For example, Manager.
DepartmentSelect or map the department to which the person reports.
Lead SourceAdd the lead source information of the person.

Update a Person

Updates a person specified by ID.

ConnectionEstablish a connection to your Cloze account.
Person Sync KeySelect or map the person whose details you want to update. For example, People can be referenced with just an email address or both a name and another unique identifier such as a mobile phone number, Twitter handle, or Facebook ID. 
Full NameEnter (map) the person's full name.
HeadlineEnter (map) the headline for the person. For example, a person's position.
PictureEnter (map) the publicly accessible URL address of the person's profile picture.
PrivateSelect whether the person is marked as private.
SegmentSelect or map the segment of the person. For example, Lead.
StageSelect or map the stage of the person.
StepSelect or map the next step of the person.
NotesEnter (map) any additional information about the person.
KeywordsAdd the keywords applicable for the person.
Twitter HandleEnter (map) the Twitter Account ID of the person.
Facebook IDEnter (map) the Facebook Account ID of the person.
LinkedIn IDEnter (map) the LinkedIn Account ID of the person.
EmailsAdd the email addresses of the person:

Value
Enter (map) the email address of the person you want to add.

Work
Select whether this is a work email address.

Home
Select whether this is a personal email address.

PhoneAdd the phone numbers of the person:

Value
Enter (map) the phone number of the person you want to add.

Work
Select whether this is a work number.

Home
Select whether this is the home number.

Mobile
Select whether this is the mobile number of the person.

FaxesAdd the fax numbers of the person:

Value
Enter (map) the fax number you want to add.

Work
Select whether this fax number belongs to work.

Home
Select whether this is the home number.

AddressesAdd the person addresses:
StreetEnter (map) the street name and house/flat number.
CityEnter (map) the city name.
RegionEnter (map) the state or province name.
CountryEnter (map) the country name.
Postal/Zip CodeEnter (map) the area postal code.
WorkSelect whether this is the office address.
HomeSelect whether this is the person's home address.
LatitudeEnter (map) the location's latitude details.
LongitudeEnter (map) the location's longitude details.
App LinksAdd the app links related to the person:
SourceEnter (map) the app domain name. For example, na16.salesforce.com.
Unique IDEnter (map) the Unique ID of the app within the source. For example, Salesforce's key.
App Link NameEnter (map) the app link name.
URLEnter (map) the app's URL address.
Contact URLsEnter (map) the person's contact URL address:
AddressEnter (map) the contact URL address.
NameEnter (map) a contact name.
TypeEnter (map) the segment type to organize the contact.
RoleSelect or map the person's role. For example, Manager.
DepartmentSelect or map the department to which the person reports.
Lead SourceAdd the lead source information of the person.

Delete a Person

Deletes a person specified by a unique identifier.

ConnectionEstablish a connection to your Cloze account.
Person Sync KeySelect or map the person's sync key whom you want to delete.
TeamSelect whether you want to delete the person's team relation or local relation. 

Companies

Watch Company Audit Changed

Triggers on the major timeline audited changes like Segment, Stage, or Step have been changed.

Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Cloze account.

Find Companies

Searches companies.

ConnectionEstablish a connection to your Cloze account.
Sort OrderSelect or map the order to sort the search results. For example, Last Changed.
Group OrderSelect or map the order to group the search results. For example, Stage.
ScopeSelect or map the scope of the companies you want to search. For example, Local.
Free Form QueryEnter (map) the query to search the companies that match the specified query. For example, name Johnstone.
Note: This field supports the same natural language query expressions that can be entered directly using the Cloze UI, or as a selected suggestion from the Cloze UI. May be used in conjunction with the other structured query parameter forms.
Use # followed by internal field name to indicate a custom field. By itself, this indicated presence followed with operator and expression further matching condition. 
SegmentSelect or map the segment of the company you want to search.
StageSelect or map the stage of the company you want to search.
StepSelect or map the next step of the company you want to search.
AssignedSelect whether you want to retrieve the companies that match the specific assignee.
AssigneeEnter (map) the assignee to retrieve the companies that match the assignee.
LimitSet the maximum number of companies Integromat should return during one execution cycle.

Get a Company

Retrieves details of a company specified by a unique identifier.

ConnectionEstablish a connection to your Cloze account.
Company Sync KeySelect or map the Company Sync Key whose details you want to retrieve.
TeamSelect the checkbox to retrieve the team relation or local relation details of the company.

Create a Company

Creates a new company.

ConnectionEstablish a connection to your Cloze account.
NameEnter (map) the name of the company.
Required FieldChoose one of the required fields for the company:
  • Email
  • Domain
EmailsAdd the email addresses of the company:

Email
Enter (map) the email address of the yo company want to add.

Work
Select whether this is a work email address.

Home
Select whether this is a personal email address.

DomainsAdd the domains of the company. For example, domain.com.
DescriptionEnter (map) the details of the company.
Twitter HandleEnter (map) the Twitter Account ID of the company.
Facebook IDEnter (map) the Facebook Account ID of the company.
KeywordsEnter (map) the keywords of the company.
SegmentSelect or map the segment of the company. For example, Lead.
StageSelect or map the stage of the company.
StepSelect or map the next step of the company.
NotesEnter (map) any additional information about the company.
Phones Add the phone numbers of the company:
Value
Enter (map) the phone number of the company you want to add.
Work
Select whether this is a work number.
Home
Select whether this is the home number.
Mobile
Select whether this is the mobile number of the company.
FaxesAdd the fax numbers of the company:
Value
Enter (map) the fax number you want to add.
Work
Select whether this fax number belongs to work.
Home
Select whether this is the home number.
Addresses
Add the company addresses:
StreetEnter (map) the street name and house/flat number.
CityEnter (map) the city name.
RegionEnter (map) the state or province name.
CountryEnter (map) the country name.
Postal/Zip CodeEnter (map) the area postal code.
WorkSelect whether this is the office address.
HomeSelect whether this is the person's home address.
LatitudeEnter (map) the location's latitude details.
LongitudeEnter (map) the location's longitude details.
App LinksAdd the app links related to the company:
SourceEnter (map) the app domain name. For example, na16.salesforce.com.
Unique IDEnter (map) the Unique ID of the app within the source. For example, Salesforce's key.
App Link NameEnter (map) the app link name.
URLEnter (map) the app's URL address.

Contact URLsEnter (map) the company's contact URL address:
AddressEnter (map) the contact URL address.
NameEnter (map) a contact name.
TypeEnter (map) the segment type to organize the company.
Lead SourceAdd the lead source information of the person.

Update a Company

Updates a company specified by ID.

ConnectionEstablish a connection to your Cloze account.
NameEnter (map) the name of the company.
Required FieldChoose one of the required fields for the company:
  • Email
  • Domain
EmailsAdd the email addresses of the company:
Email
Enter (map) the email address of the yo company want to add.
Work
Select whether this is a work email address.
Home
Select whether this is a personal email address.
DomainsAdd the domains of the company. For example, domain.com.
DescriptionEnter (map) the details of the company.
Twitter HandleEnter (map) the Twitter Account ID of the company.
Facebook IDEnter (map) the Facebook Account ID of the company.
KeywordsEnter (map) the keywords of the company.
SegmentSelect or map the segment of the company. For example, Lead.
StageSelect or map the stage of the company.
StepSelect or map the next step of the company.
NotesEnter (map) any additional information about the company.
Phones Add the phone numbers of the company:
Value
Enter (map) the phone number of the company you want to add.
Work
Select whether this is a work number.
Home
Select whether this is the home number.
Mobile
Select whether this is the mobile number of the company.
FaxesAdd the fax numbers of the company:
Value
Enter (map) the fax number you want to add.
Work
Select whether this fax number belongs to work.
Home
Select whether this is the home number.
Addresses
Add the company addresses:
StreetEnter (map) the street name and house/flat number.
CityEnter (map) the city name.
RegionEnter (map) the state or province name.
CountryEnter (map) the country name.
Postal/Zip CodeEnter (map) the area postal code.
WorkSelect whether this is the office address.
HomeSelect whether this is the person's home address.
LatitudeEnter (map) the location's latitude details.
LongitudeEnter (map) the location's longitude details.
App LinksAdd the app links related to the company:
SourceEnter (map) the app domain name. For example, na16.salesforce.com.
Unique IDEnter (map) the Unique ID of the app within the source. For example, Salesforce's key.
App Link NameEnter (map) the app link name.
URLEnter (map) the app's URL address.
Contact URLsEnter (map) the company's contact URL address:
AddressEnter (map) the contact URL address.
NameEnter (map) a contact name.
TypeEnter (map) the segment type to organize the company.
Lead SourceAdd the lead source information of the company.

Delete a Company

Deletes a company specified by a unique identifier.

ConnectionEstablish a connection to your Cloze account.
Company Sync KeySelect or map the company sync key you want to delete.
TeamSelect whether you want to delete the team relation or local relation.

Projects

Watch Project Audit Changed

Triggers on the major timeline audited changes like segment, stage, or step have been changed.

Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Cloze account.

Find Projects

Searches projects.

ConnectionEstablish a connection to your Cloze account.
Sort OrderSelect or map the order in which you want to sort the search results. For example, Last Changed.
Group OrderSelect or map the group order in which you want to sort the search results. For example, Last Changed.
ScopeSelect or map the scope of the people you want to search. For example, Local.
Free Form QueryEnter (map) the natural language query expressions that can be entered directly using the Cloze UI, or as a selected suggestion from the Cloze UI. May be used in conjunction with the other structured query parameter forms.
Use # followed by internal field name to indicate a custom field. By itself, this indicated presence followed with operator and expression further matching condition.
For example,
name Johnstone.
Hide Lost or Done ProjectsSelect whether you want to include the lost or done projects in the search results.
SegmentSelect or map the segment of the project you want to search.
StageSelect or map the stage of the project you want to search.
StepSelect or map the step of the project you want to search.
AssignedSelect whether you want to search the projects that were assignee to a specific user.
AssigneeSelect or map the assignee to search for the projects that match the specified user.
CollaboratorEnter (map) the email of the project deal-team collaborator. 
LimitSet the maximum number of projects Integromat should return during one execution cycle. The default value is 10.

Create a Project

Creates a new project.

ConnectionEstablish a connection to your Cloze account.
NameEnter (map) a name for the project.
App LinksAdd the app links related to the project:
SourceEnter (map) the app domain name. For example, na16.salesforce.com.
Unique IDEnter (map) the Unique ID of the app within the source. For example, Salesforce's key.
LabelEnter (map) the app label name.
App's URLEnter (map) the app's URL address.
SummaryEnter (map) a summary of the project.
PictureEnter (map) the publicly accessible URL of the project profile picture.
KeywordsAdd the keywords applicable to the project.
AddressAdd the company addresses related to the project:
StreetEnter (map) the street name and house/flat number.
CityEnter (map) the city name.
RegionEnter (map) the state or province name.
CountryEnter (map) the country name.
Postal/Zip CodeEnter (map) the area postal code.
WorkSelect whether this is the office address.
HomeSelect whether this is a home address.
LatitudeEnter (map) the location's latitude details.
LongitudeEnter (map) the location's longitude details.

SegmentSelect or map the segment of the project. For example, project name.
StageSelect or map the project stage. For example, pending.
StepSelect or map the project step information.
CreatedEnter (map) the date on which the project is created.
StartEnter (map) the date on which the project started or planned to start.
EndEnter (map) the date on which the project ended or planned to end.
Matching ChangedEnter (map) the date on which the project became active or the price/value changed for matching. 
ValueEnter (map) the monetary value or the budget assigned for the project.
TypeSelect the project type to organize within a segment.
ForecastSelect the current forecast of the project:
  • Commit
  • Best Case
Lead SourceAdd the lead source information of the project.

Get a Project

Retrieves project details specified by a unique identifier.

ConnectionEstablish a connection to your Cloze account.
Project Sync KeySelect or map the project sync key whose details you want to retrieve.
TeamSelect the check to retrieve the local relation or team relation information.

Update a Project

Updates a project specified by name.

ConnectionEstablish a connection to your Cloze account.
Project Sync KeySelect or map the project sync key of the project whose details you want to update.
Project NameEnter (map) a name for the project.
App LinksAdd the app links related to the project:
SourceEnter (map) the app domain name. For example, na16.salesforce.com.
Unique IDEnter (map) the Unique ID of the app within the source. For example, Salesforce's key.
LabelEnter (map) the app label name.
App's URLEnter (map) the app's URL address.
SummaryEnter (map) a summary of the project.
PictureEnter (map) the publicly accessible URL of the project profile picture.
KeywordsAdd the keywords applicable to the project.
AddressAdd the company addresses related to the project:
StreetEnter (map) the street name and house/flat number.
CityEnter (map) the city name.
RegionEnter (map) the state or province name.
CountryEnter (map) the country name.
Postal/Zip CodeEnter (map) the area postal code.
WorkSelect whether this is the office address.
HomeSelect whether this is a home address.
LatitudeEnter (map) the location's latitude details.
LongitudeEnter (map) the location's longitude details.
SegmentSelect or map the segment of the project. For example, project name.
StageSelect or map the project stage. For example, pending.
StepSelect or map the project step information.
CreatedEnter (map) the date on which the project is created.
StartEnter (map) the date on which the project started or planned to start.
EndEnter (map) the date on which the project ended or planned to end.
Matching ChangedEnter (map) the date on which the project became active or the price/value changed for matching. 
ValueEnter (map) the monetary value or the budget assigned for the project.
TypeSelect the project type to organize within a segment.
ForecastSelect the current forecast of the project:
  • Commit
  • Best Case
Lead SourceAdd the lead source information of the project.

Delete a Project

Deletes a project specified by ID.

ConnectionEstablish a connection to your Cloze account.
Project Sync KeySelect or map the project sync key you want to delete.
TeamSelect whether you want to delete the team relation or local relation details.

Communication Record

Create a Communication Record

Creates a new communication record.

ConnectionEstablish a connection to your Cloze account.
FromEnter (map) the email address of the person who is initiating the communication.
 This can be an email address, phone number, social handle (twitter:<twitter-handle>), or app link. For example, na16.salesforce.com.
Communication TypeSelect or map the communication type:
  • Call
  • Text
  • Meeting
  • Email
  • Direct Message
NameEnter (map) the name of the communication.
Communication SubjectEnter (map) the subject line of the communication.
DateEnter (map) the date when the communication actually happened or when the meeting is scheduled for. This can be a string or a UTC timestamp in ms since the epoch.
RecipientsAdd the recipients of the communication.
ReferencesAdd the references of the communication:

Value
Enter (map) the email address of the person whom you want to add as a reference.

Name
Enter (map) the name of the person.

Role
Select the reference position you want to add. For example, To, CC, BCC.

DurationEnter (map) the number duration of the communication in minutes. For example, 12 for 12 minutes.
Thread IDEnter (map) the unique identifier describing the thread this belongs to. All messages with this same thread ID will be threaded together in cloze. An example of a good thread ID would be a unique support ticket number.
PreviewEnter (map) the preview of the body. If no preview provided, it is automatically created from the body. Must be no longer than 1 kb.
Body TypeSelect or map the body type of the communication. For example, HTML, or Text.
BodyEnter (map) the body text of the communication record.
DueEnter the Date stamp for the reminder (1 if "someday"). Can be a string or a UTC timestamp in ms since the epoch. If not provided the remainder is treated as "someday".
DurationEnter (map) the duration of the communication in minutes. For example, meeting duration.
LocationEnter (map) the location of the communication. For example, Meeting conference room, meeting URL link.
OutcomeSelect or map the communication outcome status:
  • Connected
  • Left VM
  • No Answer
DirectionSelect or map the communication direction:
  • Inbound
  • Outbound
LinksAdd the links to include with this communication:

URL
Enter (map) the link URL address.

Name
Enter a name for the link.

To Do

Create a To Do

Creates a new to-do.

ConnectionEstablish a connection to your Cloze account.
SubjectEnter (map) the subject line of the to-do.
ParticipantsAdd the people and companies related to the To-Do. Each must be an email address or other unique identifier. For example, mobile phone numbers for people, or domain names for companies.
WhenEnter (map) the date and time the to-do must be completed or performed.
AssignerEnter (map) the details of the person who is assigning this to-do. This value must be the email address or other unique identifiers of the user. 
AssigneeEnter (map) the user to whom the to-do is assigned. The user must have permission to view team members and import team data to do this. 

Content

Create a Content

Creates a new note, event, or external to do.

ConnectionEstablish a connection to your Cloze account.
Content TypeSelect or map the content type you want to create:
  • Note
  • Timeline Event
  • External To Do
FromEnter (map) the email address from which you are initiating the communication.
DateEnter (map) the date and time at which the content should appear in the timeline.
SourceEnter (map) the source from which the content has originally come. For example, todoist.com.
Content Unique IDEnter (map) a unique identifier for this content record. This will often be the unique Id in an external system so that updates can be matched up with the record in Cloze.
NameEnter (map) the name of the person who created the content record.
SubjectEnter (map) the subject line of the communication record.
Body TypeSelect or map the communication record message type. For example, HTMLplain text.
BodyEnter (map) the body text of the communication record.
PreviewEnter (map) the preview of the body. If no preview provided, it is automatically created from the body). Must be no longer than 1 kb.
Thread IDEnter (map) the unique identifier describing the thread this belongs to. All messages with this same thread ID will be threaded together in cloze. An example of a good thread ID would be a unique support ticket number.
ReferencesAdd the references to include with this communication:

Value
Enter (map) the email address of the person.

Name
Enter (map) the person's name.

Role
Select or map the role in which you want to add the person. For example, To, CC, BCC.

LinksAdd the links to include with this communication:

URL
Enter (map) the link URL address.

Name
Enter a name for the link.

Other 

Make an API Call

Performs an arbitrary API call.

ConnectionEstablish a connection to your Cloze account.
URLEnter a path relative to https://api.cloze.com  For example,/v1/people/find 
For the list of available endpoints, refer to the Cloze API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - Find Companies

The following API call returns all the companies from your Cloze account:

URL:
/v1/companies/find

Method:
GET

Matches of the search can be found in the module's Output under Bundle > Body > companies
In our example, 10 companies were returned:


Popular use cases from our blog

automated-data-collection-crm-illustration

How to Automate Data Collection - Part 5: CRM Systems

automated-data-collection-chatbot-marketing-illustration

How to Automate Data Collection - Part 4: Chatbot Marketing

automated-data-collection-paid-ads-illustration

How to Automate Data Collection - Part 3: Paid Ads

automated-data-collection-email-illustration

How to Automate Data Collection - Part 2: Email Marketing Segmentation

personalized-customer-experience-illustration-integromat

5 Automated Solutions to Personalize Customer Experience

data-collection-automation-forms-pt-1

How to Automate Data Collection - Part 1: Online Forms

Didn’t find what you were looking for?

Ticket

Create a ticket

Contact our world-class support team and tell us what’s happening.

Create a ticket
Expert

Find an expert

We feature a network of 450+ certified partners across the globe who are ready to help

Find an expert

Automate any workflow in your business

Sign up for a free account today. No credit card required, no time limits on free plan.