Zapier Overview

With Zapier you can integrate apps without writing a single line of code. 

That means that anyone can now, with just a few clicks: 
  • Send Salesforce leads to Cloze (example)
  • Send Wufoo form information to Cloze (example)
  • Create Freshbooks clients from Cloze 
  • See support tickets from Groove, Zendesk, Olark and others in Cloze 
  • See payment or invoice notifications from Recurly in Cloze
  • Create Mailchimp or Constant Contact subscribers from Cloze 
  • and many, many more... (more examples)

1.)  Find Cloze on Zapier: https://zapier.com/apps/cloze/integrations

2.) On your Zapier Dashboard in upper left corner of the screen, tap on "Create" and then select "Zaps"

3.) Use Cloze as a Trigger or Action. Zapier will prompt you to connect Cloze the first time you use it.  

a.) Select a Trigger event

b.) Connect your Cloze Account to Zapier


Connect Cloze and Zapier

1.) In your Cloze account:

a.) Tap on More (...)

b.) Tap on Settings

2.) Tap on API Access to expand the section and then tap on Add.

3.) Tap on Zapier.

4.) Label the API Key and then tap on Save.

5.) You will need to paste this API key into Zapier. Tap on Paste to paste the key to your clipboard.

6.) You will see Zapier listed under API Access. If you need to re-copy your API Key, tap the copy-paper icon next to the gear icon.

7.) Return to Zapier:

a.) Paste the API Key that you just copied.

b.) Enter your Cloze username.

Then click on Yes, Continue to Cloze.

8.) After connecting Cloze, tap on Continue and finish creating your Zap.

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