Cloze Integration

Manage people, companies, projects, and timeline records in Cloze relationship management. Connect Cloze to AI driven workflows so CRM updates and follow ups happen automatically. Start from Watch Events and let Find Companies or Find People handle the next step.

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Supported triggers and actions for Cloze integration

Triggers can detect changes in Cloze and run actions that can create, search or modify data inside Cloze automatically [3] — exactly how you set them.

Watch EventsTriggers instantly when a selected Cloze event occurs.
Watch ProjectsTriggers when a new project is created in Cloze.
Find CompaniesSearches the companies in Cloze and returns the matching entries.
Find PeopleSearches the people in Cloze and returns the matching entries.
Find ProjectsSearches the projects in Cloze and returns the matching entries.
Get a CompanyRetrieves a single company from Cloze.
Get a Company TimelineRetrieves the timeline of communications and activity for a Cloze company.
Get a Message BodyRetrieves the body of a message stored in Cloze.
Get a PersonRetrieves a single person from Cloze.
Get a Person TimelineRetrieves the timeline of communications and activity for a Cloze person.
Get a ProjectRetrieves a single project from Cloze.
Get a Project TimelineRetrieves the timeline of communications and activity for a Cloze project.
Get MessagesRetrieves the details of the given messages from Cloze.
Get Multiple CompaniesRetrieves several companies from Cloze in one request.
Get Multiple PeopleRetrieves several people from Cloze in one request.
Get Multiple ProjectsRetrieves several projects from Cloze in one request.
Get Recipient ListsRetrieves the recipient lists available in the Cloze account.
Get Similar ProjectsRetrieves projects in Cloze that are similar to a given project.
Get the User ProfileRetrieves the profile of the connected Cloze user.
List Company ChangesRetrieves companies in Cloze in feed batches, optionally only those modified after a given time.
List Contact SegmentsRetrieves the contact segments defined in the Cloze account.
List Contact StagesRetrieves the contact stages defined in the Cloze account.
List Custom FieldsRetrieves the custom fields defined in the Cloze account.
List Email OpensRetrieves the email opens that Cloze has tracked.
List Person ChangesRetrieves people in Cloze in feed batches, optionally only those modified after a given time.
List Project ChangesRetrieves projects in Cloze in feed batches, optionally only those modified after a given time.
List Project SegmentsRetrieves the project segments defined in the Cloze account.
List Project StagesRetrieves the project stages defined in the Cloze account.
List StepsRetrieves the steps defined in the Cloze account.
List Subteam NodesRetrieves the subteam nodes of the Cloze team.
List TagsRetrieves the tags (keywords) defined in the Cloze account.
List Team MembersRetrieves the members of the Cloze team.
List Team RolesRetrieves the roles available on the Cloze team.
List Views and AudiencesRetrieves the views and audiences defined in the Cloze account.
Query User ActivityQueries activity analytics for the Cloze user using a named query.
Add a Communication RecordAdds a communication record, such as an email or call, to the Cloze timeline.
Add a Content RecordAdds a content record, such as a note or document, to the Cloze timeline.
Create a CompanyCreates a new company in Cloze.
Create a PersonCreates a new person in Cloze.
Create a ProjectCreates a new project in Cloze.
Create a To-DoCreates a to-do item on the Cloze timeline.
Delete a CompanyDeletes a company from Cloze.
Delete a PersonDeletes a person from Cloze.
Delete a ProjectDeletes a project from Cloze.
Make an API CallSends a custom authorized request to the Cloze API.
Query Funnel Information (Beta)Queries sales funnel analytics in Cloze using a named query.
Query Lead Qualification DataQueries lead qualification analytics in Cloze using a named query.
Query Project DataQueries project analytics in Cloze using a named query.
Query Team ActivityQueries team activity analytics in Cloze using a named query.
Submit a Person via FormSubmits a person to Cloze the way a web form would, applying the form's routing rules.
Update a CompanyUpdates an existing company in Cloze.
Update a PersonUpdates an existing person in Cloze.
Update a ProjectUpdates an existing project in Cloze.
Update a Team MemberUpdates a member of the Cloze team.
Update Team ActivityRefreshes the cached team activity analytics in Cloze.

How to integrate Cloze in automation workflow?

3 simple steps to make your Cloze connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Cloze in workflow

Pick Cloze app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Cloze

When prompted, authorize access to Cloze in WEXTL once. Cloze credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Cloze account. Approve?

STEP 3

Build a workflow

Build your workflow with Cloze yourself or with WEXTL® AI Builder. Connect Cloze to any available integrations [5], or use HTTP node to go beyond them.

Cloze

How Cloze connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Cloze app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Cloze supports.

Full Cloze API documentation

The following table illustrates what fields Cloze integration require during authorization flow inside our workflow builder [4].

Demonstration of Cloze connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API KeyRequired	password	Your API key (Settings -> API key in Cloze).

Connect Cloze to popular apps on WEXTL

Enter a name of the other app you want to sync with Cloze below. Click on selected app to explore integration options with Cloze. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Cloze integration

Select Watch Projects trigger from Cloze - this will be a starting point in your automation. Whenever event happens in Cloze, workflow will start [7] from Watch Projects node.

Search for Delete a Project, connect it as the next step of integration sequence. You can use filters between Watch Projects and Delete a Project, so only important data pass from Watch Projects to the next step. WEXTL gives you full control over the process of Cloze automation. All parts of workflow are visible on the canvas [4].

Cloze on WEXTL has 55 modules for combining crm automations. Explore Cloze documentation for more.

Cloze

Watch Projects

Attio

Performs action

Attio

Triggers

Cloze

Delete a Project

Demonstration of how visual Cloze automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Cloze in your workflows.

Cloze has 2 triggers, including "Watch Events" and "Watch Projects". Triggers are start points of the workflow, and automations may start from them.

Integration has 53 actions, including "Find Companies", "Find People", and "Find Projects", and more. Refer to our Cloze Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Cloze integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Cloze official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Cloze provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Cloze or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Cloze inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Cloze modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Cloze integration.

Cloze integration source code, module specs and credentials implementation.
Internal Cloze integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Cloze vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Cloze App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Cloze Integration

Supported triggers and actions for Cloze integration