STEP 1
Connect Cloze and VaultRE
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 VaultRE Integration
Connect Cloze and VaultRE 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 VaultRE
Detailed info you need to know about Cloze and VaultRE integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cloze to VaultRE
Set up your Cloze and VaultRE integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cloze and VaultRE 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 VaultRE. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cloze and VaultRE work in WEXTL?
WEXTL exposes actions and triggers for Cloze and VaultRE 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 triggersVaultRE 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.
VaultRE modules
- Add a Property LandlordAdds a landlord for specified property life.
- Add a Property OwnerAdds an owner for specified property life.
- Add a Property PurchaserAdds a purchaser for specified property life.
- Add a Property TenantAdds a tenant for specified property life.
- Add Contact NoteCreates a note for a contact.
- Add Property NoteCreates a note for a property.
- Create a BuildingCreates a building record.
- Create a ContactCreates a new contact.
- Delete a BuildingDeletes a building record.
- Delete a ContactDeletes a contact by its ID.
- Delete a Contact NoteDeletes a single note from a contact.
- Delete a PropertyDeletes a property by ID.
- Delete a Property LandlordRemoves a landlord from a specified property life.
- Delete a Property NoteDeletes a property note by ID.
- Delete a Property OwnerRemoves an owner from a specified property life.
- Delete a Property PurchaserRemoves a purchaser from a specified property life.
- Delete a Property TenantRemoves a tenant from a specified property life.
- Get a ContactRetrieves a single contact.
- Get a Contact NoteRetrieves a single contact note.
- Get a PropertyRetrieves a single property.
- Get a Property NoteRetrieves a property note by ID.
- Get Property FeaturesRetrieves list of features for a property.
- Get Property Sale / Lease DataRetrieves a sale or lease data for an existing property.
- List BuildingsRetrieves a list of buildings.
- List Contact Calendar EventsRetrieves a list of events for a single contact. Requires token obtained directly from VaultRE.
- List Contact NotesRetrieves notes for a contact.
- List Property NotesRetrieves notes for a property.
- List Property Sale HistoryRetrieves sale history of a property.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Buildings by NameSearches buildings by name.
- Search ContactsSearches for contacts by a variety of criteria.
- Search PropertiesSearches for properties.
- Search Properties by AddressSearches properties by address.
- Search Property LandlordsSearches for property landlords.
- Search Property OwnersSearches for property owners.
- Search Property PurchasersSearches for property purchasers.
- Search Property TenantsSearches for property tenants.
- Send Email to a ContactSends email to a single contact. Requires a token obtained directly from VaultRE.
- Send SMS to a ContactSends SMS to a single contact. Requires a token obtained directly from VaultRE.
- Touch a ContactMarks a single contact as touched.
- Update a BuildingUpdates a building record.
- Update a ContactUpdates an existing contact.
- Update a Property LandlordsUpdates landlords for specified property life.
- Update a Property OwnersUpdates owners for specified property life.
- Update a Property PurchasersUpdates purchasers for specified property life.
- Update a Property TenantsUpdates tenants for specified property life.
- Update Contact NoteUpdates a contact note.
- Update Property NoteUpdates a property note.
- Watch New ContactsWatches for created contacts.
- Watch New PropertiesWatches for created properties.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cloze and VaultRE 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 VaultRE.
Connect your Cloze and VaultRE 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 a Property Landlord" in VaultRE. Cloze has 2 triggers (including Watch Events and Watch Projects); VaultRE has 48 actions (including Add a Property Landlord, Add a Property Owner, and Add a Property Purchaser). 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-VaultRE 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 VaultRE) 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 + VaultRE 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 VaultRE integration.
- Cloze and VaultRE integration source code, module specs and credentials implementation.
- Our Cloze and VaultRE integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cloze and VaultRE — 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
- VaultRE integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library