How to integrate Cloze with your apps: 11 top integrations revealed
Enhance your business with the top 11 interactive Cloze integrations. Streamline collaboration, automate tasks, and engage customers effortlessly.
Box + Cloze Integration
Integrate Box to Cloze in one click, or tell Integrately AI how you want each contact handled. Create person profiles, add communication logs, update projects, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
New folder item is created in Box- New comment is created in Box
- New event is created in Box
- Task is assigned in Box
Person is updated in Cloze Instant- Project is updated in Cloze Instant
- Company is updated in Cloze Instant
2.
- Upload file in Box
- Search file in Box
- Add task to file in Box
- Add comment to file in Box
- Create Folder in Box
- Search folder in Box
- Move/Copy file in Box
- Get file request in Box
- Add user as collaborator in Box
- Copy file request in Box
- Create text file in Box
- Create person in Cloze
- Update person in Cloze
- Create note in Cloze
- Create communication in Cloze
- Create to do in Cloze
- Update company in Cloze
- Create company in Cloze
- Create timeline event in Cloze
- Create project in Cloze
- Update project in Cloze
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Ready Workflows for Box + Cloze Integration
Create contact profiles, update project notes, log communications, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Box + Cloze flow
Streamline document management and relationship tracking by connecting your favourite tools to your core automation. Pick a combination and activate it in one click.
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Slack (4)
Slack (4) +
Salesforce (4)
Salesforce (4) +
Gmail (4)
Gmail (4) +
DocuSign (4)
DocuSign (4) +
Zoom (4)
Zoom (4) +
Calendly (4)
Calendly (4) B
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Create a Cloze person when a new Box folder item is created, and notify your sales channel in Slack.
New Box folder items instantly create person profiles in Cloze and alert your sales team in Slack, ensuring zero manual data entry.
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When a Cloze person is updated, add a comment to the file in Box and post an alert in Slack.
Updated Cloze records automatically trigger file comments in Box and notify your team on Slack, keeping everyone aligned on client changes.
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When a Box task is assigned, update the matching Cloze project and alert your project channel in Slack.
Box task assignments automatically update your projects in Cloze and notify your team on Slack, removing manual status tracking.
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Use ChatGPT to summarise new Box folder comments, create a Cloze note, and post the brief in Slack.
ChatGPT summarises incoming Box comments before creating a Cloze note and notifying your team in Slack.
Supported triggers and actions for Box and Cloze
Mix and match to build the exact automation you need
What can you automate with Box + Cloze?
Connect your document storage and relationship management workflows to operate seamlessly without manual data entry.
🔄
Sync Box folder items to Cloze person profiles
Automatically create a person record in Cloze the moment a new folder item is created in Box, eliminating manual copying.
📝
Capture every submitted comment field
Map detailed Box comments and notes directly into Cloze communication logs and project updates instead of basic summaries.
🔔
Alert your team instantly on activity
Notify the right team members the second a new file or task update arrives in Box without checking multiple systems.
🔀
Route records based on submitted attributes
Create different project types or communication records in Cloze depending on the folder category or task details submitted in Box.
🔄
Keep relationship records up to date
Automatically update Cloze person and project records whenever relevant Box events or task assignments occur.
🔍
Search and update existing profiles
Locate existing records and update company or project details in Cloze rather than creating duplicate entries.
📋
Handle project stage changes smoothly
Update Cloze project statuses and trigger subsequent document actions in Box as your client work progresses.
🔌
Extend your workflow to team messaging
Connect your Box and Cloze core automation with Slack to keep all project participants informed in real time.
And much more...
Who is Box + Cloze integration for?
Teams managing professional relationships and document storage rely on this integration to eliminate manual data entry and keep client records fully synchronized.
Sales Directors
Account Managers
Client Services Teams
Operations Coordinators
Project Leads
Administrative Specialists
📈
Sales Directors
You're storing client documents in Box but your relationship records in Cloze only update when someone manually copies details, so your pipeline counts are always a few hours behind — with this integration, every new folder item creates a contact instantly and your data stays current.
⚡
Account Managers
You need to act fast when client files arrive, and you find out too late because notifications get lost between platforms — connecting these apps means every submission instantly triggers profile creation and alerts your team.
📋
Client Services Teams
You answer to external stakeholders who want to see document progress and meeting notes in real time, but manual updates lead to gaps — automating both apps means project stages and files stay perfectly synchronised.
📊
Operations Coordinators
The volume of incoming files and client interactions is too high for anyone to keep up with by hand, causing administrative bottlenecks — integrating these apps means record creation and updates happen without manual effort.
🤝
Project Leads
You own the onboarding stage and depend on someone upstream to hand over documents, but manual handoffs cause delays — this integration means every file item immediately creates the corresponding project record.
🗂️
Administrative Specialists
You need a reliable history of all client files and communication logs, but manual entry keeps leaving gaps in your CRM — automating both apps means every record and timeline event is logged accurately.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Box + Cloze
Build and manage your Box + Cloze automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Box + Cloze with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Box + Cloze Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
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750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Box to Cloze?
You can connect Box to Cloze in just 1 click using ready templates or ask Integrately AI to build the automation. It links Box, Cloze, and tools like Slack, Gmail, and Zoom without any coding.
Can I automatically create Cloze contacts when new Box files are added?
Can I connect Box, Cloze, and Slack?
What is a good Zapier alternative for Box and Cloze?
How does Box handle new folder items in this integration?
How are updates in Cloze processed by the integration?
Do I need coding skills to automate Box and Cloze?
Is the Box and Cloze integration free?
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