Create Cloze note for new BoldDesk ticket
BoldDesk + Cloze Integration
BoldDesk + Cloze Integration
Connect BoldDesk to Cloze in 1 click
Free forever.Use premium features free for 14 days.1.
Ticket is created in BoldDesk Instant- Ticket private notes is created in BoldDesk Instant
- Ticket property is updated in BoldDesk Instant
- Ticket reply is created in BoldDesk Instant
- Activity is created in BoldDesk Instant
- Contact is updated in BoldDesk Instant
- Contact is created in BoldDesk Instant
- Approval is rejected in BoldDesk Instant
- Approval is approved in BoldDesk Instant
- Approval request is created in BoldDesk Instant
- Activity is updated in BoldDesk Instant
- Activity is deleted in BoldDesk Instant
Person is updated in Cloze Instant- Project is updated in Cloze Instant
- Company is updated in Cloze Instant
2.
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Ready Workflows for BoldDesk + Cloze Integration
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Most popular automation
Create Cloze person from new BoldDesk ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding persons in Cloze. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Cloze integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Cloze.
This makes it easy to keep track of your support tickets and persons in one place.
See moreUse this {{trigger.CustomerSupport}} - Cloze integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a person in Cloze.
This makes it easy to keep track of your support tickets and persons in one place.
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BoldDesk
BoldDesk is an AI-powered help desk software offering omnichannel ticketing, live chat, automation workflows, knowledge base, self-service portals, real-time reporting, and 24/7 AI assistance for seamless customer support.
Cloze
Cloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in one place.
