Create note
WriteAdd a note to the timeline of linked people, companies or projects.
Permissions and limits
Account permissions
- A Cloze API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
CRM · CONNECTIONCloze + NodeHub
Find and read Cloze people, companies and projects, create or update people, and add To Dos and notes to the timeline.
Explore 11 workflow actions for Cloze, including account permissions and operation limits.
7 read actions4 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create person
WriteCreate a person, or enhance the person who already has that email.
Permissions and limits
Account permissions
- A Cloze API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create to do
WriteAdd a To Do, optionally due at a time, assigned and linked to people, companies or projects.
Permissions and limits
Account permissions
- A Cloze API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find companies
ReadSearch companies, a page at a time.
Permissions and limits
Account permissions
- A Cloze API key
Find people
ReadSearch people with a free-form query, stage, scope or assignee, a page at a time.
Permissions and limits
Account permissions
- A Cloze API key
Find projects
ReadSearch projects (deals), a page at a time.
Permissions and limits
Account permissions
- A Cloze API key
Get company
ReadRead a company by domain, syncKey or another unique ID.
Permissions and limits
Account permissions
- A Cloze API key
Get person
ReadRead a person by email, syncKey or another unique ID.
Permissions and limits
Account permissions
- A Cloze API key
Get project
ReadRead a project by syncKey or another unique ID.
Permissions and limits
Account permissions
- A Cloze API key
Get user profile
ReadRead the connected Cloze user's profile.
Permissions and limits
Account permissions
- A Cloze API key
Update person
WriteChange an existing person, found by email or another unique ID in the fields given.
Permissions and limits
Account permissions
- A Cloze API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Cloze. A saved workflow is not a completed provider action.
EXPLORE YOUR STACK
