Cloze

cloze is a relationship management platform that organizes contacts, emails, calls, and notes integrating cloze with make com enables users to automate contact updates, sync communication history, and trigger workflows based on relationship insights in cloze this is ai generated content based on official cloze documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //ai cloze com/contact us/ directly requirements to use the cloze app in make, you must request access by emailing support and have an active account, https //www cloze com/ for subscription, refer to the https //www cloze com/ connect cloze and {{product name}} to get started, you must first create a connection between cloze and {{product name}} , allowing the two services to communicate obtain your api key in your cloze account create the connection in make obtain your api key in your cloze account before you create the connection in {{product name}} , you should first obtain your api key in your cloze account to obtain your api key click more in the lower right of your screen on mobile or lower left on cloze com click settings in the accounts and services section, click api key to expand the section click the add button enter a label for the api key copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help cloze com/article/2176 api key create the connection in {{product name}} https //www make com/en/register , add the cloze module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your cloze account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page cloze modules after connecting to the cloze app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a communication record creates a new record documenting a communication event, such as a call, email, or message create a company creates a new company record in your account create a content creates a new note, schedules an event, or adds an external to do item create a person creates a new person record in your database or application create a project creates a new project within your selected workspace create a to do creates a new to do item in your task list delete a company deletes a company record from your account using its unique identifier delete a person deletes a person record from the system using the provided unique identifier delete a project permanently removes a project from your account using the specified project id find companies searches for companies based on specified criteria find people searches for people who meet specified search criteria find projects searches for projects based on specified criteria get a company retrieves detailed information about a specific company using its unique identifier get a person retrieves detailed information about a specific person using their unique identifier get a project retrieves detailed information about a specific project using its unique identifier make an api call executes a custom api request to a specified endpoint update a company updates the details of a specific company identified by its unique id update a person updates the details of a specific person identified by their unique id update a project updates the details of a project identified by its name watch company audit changed triggers when significant changes are made to the timeline, such as updates to the segment, stage, or step watch person audit changed triggers when significant changes are made to the timeline, such as updates to the segment, stage, or step watch project audit changed triggers when significant changes are made to the timeline, such as updates to the segment, stage, or step templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} cloze resources you can have access to more resources related to this app on the following links https //www cloze com/ https //api cloze com/api docs/#!/get started/get v1 profile https //www make com/en/integrations/cloze