STEP 1
Connect Cloze and Daylite
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Cloze and Daylite Integration
Keep Cloze and Daylite in sync by integrating their events and actions. When crm events happen in Cloze, update the Daylite automatically - without any line of code in visual workflow builder.
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Learn about Cloze and Daylite
Detailed info you need to know about Cloze and Daylite integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cloze to Daylite
Set up your Cloze and Daylite integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cloze and Daylite nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Cloze and Daylite. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cloze and Daylite work in WEXTL?
WEXTL exposes actions and triggers for Cloze and Daylite that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Cloze triggersDaylite actions
Cloze modules
- 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.
- 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.
- 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.
- Query User ActivityQueries activity analytics for the Cloze user 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.
Daylite modules
- Create AppointmentCreates an appointment.
- Create CompanyCreates a company.
- Create ContactCreates a contact.
- Create FileCreates a file attachment record.
- Create FormCreates a form.
- Create Form DefinitionCreates a form definition.
- Create GroupCreates a group.
- Create NoteCreates a note.
- Create OpportunityCreates an opportunity.
- Create ProjectCreates a project.
- Create RelationshipCreates a relationship between two contacts or companies.
- Create Relationship TypeCreates a relationship type.
- Create ResourceCreates a resource.
- Create RoleCreates a role linking a contact or company to a project or opportunity.
- Create Role TypeCreates a role type.
- Create SubscriptionCreates a webhook subscription for a Daylite event.
- Create TaskCreates a task.
- Delete AppointmentDeletes an appointment by its ID.
- Delete CategoryDeletes a category by its name.
- Delete CompanyDeletes a company by its ID.
- Delete Company ImageDeletes the image of a company.
- Delete ContactDeletes a contact by its ID.
- Delete Contact ImageDeletes the image of a contact.
- Delete EmailDeletes an email by its ID.
- Delete FileDeletes a file attachment by its ID.
- Delete FormDeletes a form by its ID.
- Delete Form DefinitionDeletes a form definition by its ID.
- Delete GroupDeletes a group by its ID.
- Delete KeywordDeletes a keyword by its name.
- Delete NoteDeletes a note by its ID.
- Delete OpportunityDeletes an opportunity by its ID.
- Delete ProjectDeletes a project by its ID.
- Delete RelationshipDeletes a relationship by its ID.
- Delete Relationship TypeDeletes a relationship type by its ID.
- Delete ResourceDeletes a resource by its ID.
- Delete RoleDeletes a role by its ID.
- Delete Role TypeDeletes a role type by its ID.
- Delete SubscriptionDeletes a webhook subscription by its ID.
- Delete TaskDeletes a task by its ID.
- Get AppointmentRetrieves an appointment by its ID.
- Get CategoryRetrieves a category by its name.
- Get CompanyRetrieves a company by its ID.
- Get Company ImageRetrieves the image of a company.
- Get Company TypeRetrieves a company type by its name.
- Get ContactRetrieves a contact by its ID.
- Get Contact ImageRetrieves the image of a contact.
- Get EmailRetrieves an email by its ID.
- Get Email BodyRetrieves the body of an email.
- Get FileRetrieves the details of a file attachment.
- Get File ContentDownloads the content of a file attachment.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cloze and Daylite integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cloze and Daylite.
Connect your Cloze and Daylite accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Cloze's "Watch Events" fires, WEXTL can "Create Appointment" in Daylite. Cloze has 2 triggers (including Watch Events and Watch Projects); Daylite has 133 actions (including Create Appointment, Create Company, and Create Contact). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Cloze-to-Daylite automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Cloze (or Daylite) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Cloze + Daylite automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Cloze and Daylite integration.
- Cloze and Daylite integration source code, module specs and credentials implementation.
- Our Cloze and Daylite integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cloze and Daylite — 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.
- Cloze integration information
- Daylite integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library