STEP 1
Connect Cloze and HoneyBook
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 HoneyBook Integration
Connect Cloze and HoneyBook to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Cloze and HoneyBook
Detailed info you need to know about Cloze and HoneyBook integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cloze to HoneyBook
Set up your Cloze and HoneyBook integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cloze and HoneyBook 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 HoneyBook. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cloze and HoneyBook work in WEXTL?
WEXTL exposes actions and triggers for Cloze and HoneyBook 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 triggersHoneyBook 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.
HoneyBook modules
- Add Contact TagAdds a tag to a contact.
- Add Project DateAdds a new empty date to a project.
- Add Project Payroll EmployeeAssigns a payroll employee to a project.
- Add Project SpaceAdds one of your company's spaces to a project.
- Add Workspace MemberAdds a person to a workspace.
- Add Workspace TagAdds a tag to a workspace.
- Archive WorkspaceArchives a workspace for you and your team.
- Check for Any WorkspaceReturns whether your company has at least one workspace.
- Check If Workspace Can Be DeletedReturns whether you can delete a workspace, and why not when you cannot.
- Create ContactCreates a new client or vendor contact.
- Create ProjectCreates a new project with its first workspace.
- Create Project WorkspaceCreates an additional workspace on a project.
- Delete ContactPermanently deletes a contact.
- Delete Project DateDeletes an additional date from a project.
- Delete WorkspacePermanently deletes a workspace and its files.
- Get Payroll Employee Project CountsReturns how many projects each payroll employee is assigned to.
- Get Pipeline CountsReturns workspace totals for each pipeline stage and category.
- Get ProjectReturns a single project.
- Get Project ConflictsReturns the projects that conflict with a project's schedule.
- Get WorkspaceReturns a single workspace.
- Get Workspace CountsReturns how many workspaces your company has, split into active and archived.
- List PipelineRetrieves the workspaces in your pipeline with their current stage.
- List Project Payroll EmployeesRetrieves the payroll employees assigned to a project.
- List ProjectsRetrieves a list of your company's projects.
- List Workspace MembersRetrieves the members of a workspace.
- List WorkspacesRetrieves a list of your company's workspaces.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove Contact TagRemoves a tag from a contact.
- Remove Project Payroll EmployeeRemoves a payroll employee from a project.
- Remove Project SpaceRemoves a company space from a project.
- Remove Workspace MemberRemoves a person from a workspace.
- Remove Workspace TagRemoves a tag from a workspace.
- Set Contact InteractionSets the last logged interaction on a contact.
- Set Workspace as BookedMarks a workspace's project as booked and moves it forward in the pipeline.
- Unarchive WorkspaceRestores an archived workspace for you.
- Update ContactUpdates the details of an existing contact.
- Update ProjectUpdates the details of an existing project.
- Update Project DateUpdates an additional date on a project.
- Update WorkspaceUpdates the name of a workspace.
- Watch New ProjectsTriggers when a new project is created.
- Watch New WorkspacesTriggers when a new workspace is created.
- Watch Pipeline Stage ChangesTriggers when a workspace moves to a new pipeline stage.
- Watch Updated WorkspacesTriggers when a workspace is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cloze and HoneyBook 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 HoneyBook.
Connect your Cloze and HoneyBook 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 "Add Contact Tag" in HoneyBook. Cloze has 2 triggers (including Watch Events and Watch Projects); HoneyBook has 39 actions (including Add Contact Tag, Add Project Date, and Add Project Payroll Employee). 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-HoneyBook 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 HoneyBook) 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 + HoneyBook 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 HoneyBook integration.
- Cloze and HoneyBook integration source code, module specs and credentials implementation.
- Our Cloze and HoneyBook integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cloze and HoneyBook — 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
- HoneyBook integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library