STEP 1
Connect Cloze and Planning Center
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 Planning Center Integration
Keep Cloze and Planning Center in sync by integrating their events and actions. When crm events happen in Cloze, update the Planning Center automatically - without any line of code in visual workflow builder.
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Learn about Cloze and Planning Center
Detailed info you need to know about Cloze and Planning Center integrations in WEXTL. Explore which modules apps support and how you connect them.
Planning Center
Church management software for people, services, giving, groups, and check-ins. [6]
How to connect Cloze to Planning Center
Set up your Cloze and Planning Center integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cloze and Planning Center 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 Planning Center. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cloze and Planning Center work in WEXTL?
WEXTL exposes actions and triggers for Cloze and Planning Center 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 triggersPlanning Center 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.
Planning Center modules
- Accept a ScheduleAccepts a scheduling request for a person.
- Add a Custom Field Value to a PersonSets a custom field value on a person.
- Add a Member to a GroupAdds a person to a group.
- Add an Address to a PersonAdds a mailing address to a person.
- Add an Email to a PersonAdds an email address to a person.
- Add an Item to a PlanAdds an item such as a song or header to a service plan.
- Add a Note to a PlanAdds a note to a service plan.
- Add a Note to a Workflow CardAdds a note to a workflow card.
- Add a Person to a HouseholdAdds a person to a household.
- Add a Person to a WorkflowAdds a person to a follow-up workflow.
- Add a Phone Number to a PersonAdds a phone number to a person.
- Add a Team Member to a PlanSchedules a person on a service plan team.
- Add a Time to a PlanAdds a service or rehearsal time to a plan.
- Approve a Group ApplicationApproves a request to join a group.
- Commit a BatchCommits a donation batch so its donations are recorded.
- Create a BatchCreates a new donation batch.
- Create a BlockoutCreates a blockout date for a person.
- Create a DonationCreates a donation in a batch.
- Create a HouseholdCreates a new household.
- Create an EpisodeCreates a new sermon episode.
- Create a NoteCreates a note on a person.
- Create a PersonCreates a new person profile.
- Create a PlanCreates a new service plan.
- Create a PledgeCreates a pledge for a donor.
- Create a SongCreates a new song in your song library.
- Decline a ScheduleDeclines a scheduling request for a person.
- Delete a BatchDeletes an uncommitted donation batch.
- Delete a Custom Field ValueDeletes a custom field value from a person.
- Delete a DonationDeletes a donation from an uncommitted batch.
- Delete an AddressDeletes a mailing address from a person.
- Delete an EmailDeletes an email address from a person.
- Delete a NoteDeletes a note from a person.
- Delete a PersonDeletes a person profile.
- Delete a Phone NumberDeletes a phone number from a person.
- Delete a PlanDeletes a service plan.
- Delete a Plan ItemDeletes an item from a service plan.
- Delete a Workflow CardDeletes a workflow card.
- Get a BatchReturns a single donation batch.
- Get a Calendar EventReturns a single calendar event.
- Get a Check-InReturns a single check-in.
- Get a Check-In EventReturns a single check-in event.
- Get a DonationReturns a single donation.
- Get a FormReturns a single form.
- Get a Form SubmissionReturns a single form submission.
- Get a FundReturns a single giving fund.
- Get a GroupReturns a single group.
- Get a Group EventReturns a single group event.
- Get a ListReturns a single saved people list.
- Get an AttendeeReturns a single signup attendee.
- Get an EpisodeReturns a single sermon episode.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cloze and Planning Center 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 Planning Center.
Connect your Cloze and Planning Center 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 "Accept a Schedule" in Planning Center. Cloze has 2 triggers (including Watch Events and Watch Projects); Planning Center has 148 actions (including Accept a Schedule, Add a Custom Field Value to a Person, and Add a Member to a Group). 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-Planning Center 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 Planning Center) 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 + Planning Center 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 Planning Center integration.
- Cloze and Planning Center integration source code, module specs and credentials implementation.
- Our Cloze and Planning Center integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cloze and Planning Center — 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
- Planning Center integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library