DEAR Inventory + Cloze Integration

Integrate Cloze to DEAR Inventory in one click, or tell Integrately AI how you want each customer handled. Sync customer details across platforms, update purchase records, track communication history, and trigger follow-ups automatically.

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1.
  • DEAR Inventory
    Order is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Sale invoice is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Stock level is updated in DEAR Inventory Instant
  • DEAR Inventory
    Shipment is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Quote is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Shipment tracking number is changed in DEAR Inventory Instant
  • DEAR Inventory
    Sale pick is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Additional info is added to sale in DEAR Inventory Instant
  • DEAR Inventory
    Sale is void/ undone in DEAR Inventory Instant
  • DEAR Inventory
    Sale pack is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Partial payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Sale is backordered in DEAR Inventory Instant
  • DEAR Inventory
    Supplier is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Credit note is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Customer is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Full payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Attachment is added to sale in DEAR Inventory Instant
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze Instant
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2.
  • DEAR Inventory
    Search sale in DEAR Inventory
  • DEAR Inventory
    Create sale in DEAR Inventory
  • DEAR Inventory
    Update sale in DEAR Inventory
  • DEAR Inventory
    Add attachment to sale in DEAR Inventory
  • DEAR Inventory
    Create customer in DEAR Inventory
  • DEAR Inventory
    Update customer in DEAR Inventory
  • DEAR Inventory
    Search customer in DEAR Inventory
  • DEAR Inventory
    Create stock adjustment in DEAR Inventory
  • DEAR Inventory
    Search product availability in DEAR Inventory
  • DEAR Inventory
    Add pack to sale in DEAR Inventory
  • DEAR Inventory
    Add shipment to sale in DEAR Inventory
  • DEAR Inventory
    Create supplier in DEAR Inventory
  • DEAR Inventory
    Update supplier in DEAR Inventory
  • DEAR Inventory
    Search supplier in DEAR Inventory
  • DEAR Inventory
    Create product in DEAR Inventory
  • DEAR Inventory
    Update product in DEAR Inventory
  • DEAR Inventory
    Search product in DEAR Inventory
  • DEAR Inventory
    Add payment to sale in DEAR Inventory
  • DEAR Inventory
    Search sale payments in DEAR Inventory
  • DEAR Inventory
    Search Sale Invoice in DEAR Inventory
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze

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Ready Workflows Ready Workflows for Cloze + DEAR Inventory Integration

Sync customer details, update purchases, track sales, alert your team, and manage follow-ups, all in just one click.

Most popular automationmost-popular-automations
DEAR Inventory + Cloze Integration

Create Cloze person for new DEAR Inventory customer

If you are using DEAR Inventory, then you may want to also use Cloze to manage your customer relationships. With the help of this automation, whenever you create a customer in DEAR Inventory, a corresponding person will be created in Cloze.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Cloze + DEAR Inventory flow

Teams often need to sync orders with financial records, notify staff, and email customers after inventory and relationship data update. Pick a combination and activate it in one click.

DEAR Inventory
Cloze
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
StripeStripe (4)
D
C
S
When a customer is created or updated in DEAR Inventory, create a person in Cloze and create customer in Shopify.
Customer updates in DEAR Inventory instantly create persons in Cloze and sync to Shopify without manual data entry.
D
C
S
When an order is authorized in DEAR Inventory, create a project in Cloze and create order in Shopify.
Authorized DEAR Inventory orders automatically generate Cloze projects and Shopify records to keep operations aligned.
C
D
S
When a person is updated in Cloze, update customer in DEAR Inventory and update customer in Shopify.
Cloze contact updates automatically flow into DEAR Inventory and Shopify to keep customer records consistent.
S
C
C
D
Use ChatGPT to analyze new Shopify orders, create a note in Cloze, and create a sale in DEAR Inventory.
ChatGPT summarizes Shopify orders, writes a note in Cloze, and generates a sales record in DEAR Inventory.

Supported triggers and actions for DEAR Inventory and Cloze

Mix and match to build the exact automation you need

DEAR Inventory
DEAR Inventory Triggers & Actions
Instant
Order is authorized in DEAR Inventory
Triggers the automation when an order is authorized
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Instant
Sale invoice is authorized in DEAR Inventory
Triggers the automation when a sale invoice is authorized
Try it →
Instant
Stock level is updated in DEAR Inventory
Triggers the automation when the stock level changes
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Instant
Shipment is authorized in DEAR Inventory
Triggers the automation when a shipment is authorized
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Instant
Quote is authorized in DEAR Inventory
Triggers the automation when a quote is authorized
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Instant
Shipment tracking number is changed in DEAR Inventory
Triggers the automation when a shipment tracking number changes
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Instant
Sale pick is authorized in DEAR Inventory
Triggers the automation when a sale pick is authorized
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Instant
Additional info is added to sale in DEAR Inventory
Triggers the automation when additional information is added to a sale
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Instant
Sale is void/ undone in DEAR Inventory
Triggers the automation when a sale is voided or undone
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Instant
Sale pack is authorized in DEAR Inventory
Triggers the automation when a sale pack is authorized
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Instant
Partial payment is created in DEAR Inventory
Triggers the automation when payment is made partially
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Instant
Sale is backordered in DEAR Inventory
Triggers the automation when a sale is backordered
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Instant
Supplier is created/ updated in DEAR Inventory
Triggers the automation when a supplier is created or updated
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Instant
Credit note is authorized in DEAR Inventory
Triggers the automation when a credit note is authorized
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Instant
Customer is created/ updated in DEAR Inventory
Triggers the automation when a new customer is created or an existing customer is updated
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Instant
Full payment is created in DEAR Inventory
Triggers the automation when full payment is received
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Instant
Attachment is added to sale in DEAR Inventory
Triggers the automation when any attachment is added to a sale
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Search sale in DEAR Inventory
Retrieves details of a sale
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Create sale in DEAR Inventory
Creates a new sale entry
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Update sale in DEAR Inventory
Updates sale information
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Add attachment to sale in DEAR Inventory
Attach sale information to email responses
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Create customer in DEAR Inventory
Adds a new customer to the database
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Update customer in DEAR Inventory
Updates a customer's information
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Search customer in DEAR Inventory
Locates and retrieves customer information
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Create stock adjustment in DEAR Inventory
Adjust stock levels in response to inventory changes
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Search product availability in DEAR Inventory
Searches for product availability
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Add pack to sale in DEAR Inventory
Adds a designated pack to a sale order
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Add shipment to sale in DEAR Inventory
Updates sales information with corresponding shipment details
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Create supplier in DEAR Inventory
Creates a new supplier record
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Update supplier in DEAR Inventory
Updates the supplier information
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Search supplier in DEAR Inventory
Searches for a supplier
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Create product in DEAR Inventory
Generates and launch new products
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Update product in DEAR Inventory
Updates product information
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Search product in DEAR Inventory
Searches for a product
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Add payment to sale in DEAR Inventory
Processes payment and updates sale transaction
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Search sale payments in DEAR Inventory
Searches for sale payments
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Search Sale Invoice in DEAR Inventory
Retrieves details of a sale invoice
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Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
Try it →
Instant
Project is updated in Cloze
Triggers the automation when a project is updated
Try it →
Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
Try it →
Create person in Cloze
Generates a new person
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Update person in Cloze
Updates the information of a person
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Create note in Cloze
Creates a new note in the particular format
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Create communication in Cloze
Sends out messages or notifications to designated recipients
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Create to do in Cloze
Creates a new to-do item
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Update company in Cloze
Updates company information
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Create company in Cloze
Generates a new company profile with given details
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Create timeline event in Cloze
Creates a new timeline event
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Create project in Cloze
Creates a new project
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Update project in Cloze
Updates project information
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What can you automate with Cloze + DEAR Inventory?

Streamline your sales and inventory management by connecting customer records, purchases, and order statuses into unified workflows.

What you can automate?
🔄
Sync customer records and orders automatically
Automatically transfer new customer profiles and authorized orders between Cloze and DEAR Inventory without manual data entry.
📋
Map every submitted field accurately
Capture all custom contact attributes, order notes, and supplier details across both platforms without losing critical information.
🔔
Notify your team on important updates
Alert sales and inventory staff instantly when stock levels change or new orders are authorized in DEAR Inventory.
🔀
Route workflows based on order totals
Trigger specific follow-up tasks in Cloze or inventory adjustments in DEAR Inventory depending on submitted sale values.
⏱️
Keep destination records up to date
Ensure customer profile updates and shipment tracking changes reflect instantly across both Cloze and DEAR Inventory.
👥
Prevent duplicate records effortlessly
Automatically search and update existing contacts, companies, and suppliers instead of creating messy duplicate entries.
📦
Handle later status changes and payments
Trigger automated CRM updates whenever sales invoices are authorized, shipments occur, or partial payments arrive.
🌐
Extend your workflow to eCommerce platforms
Push inventory updates from DEAR Inventory and customer interactions from Cloze directly into Shopify for complete tracking.
And much more...

Who is Cloze + DEAR Inventory integration for?

Sales managers, inventory supervisors, and account executives rely on this integration to keep customer records and stock data synchronized effortlessly across systems.

Sales Directors
Sales Directors
Inventory Managers
Inventory Managers
Account Executives
Account Executives
Wholesale Operations
Wholesale Operations
Retail Supervisors
Retail Supervisors
Customer Success Leads
Customer Success Leads
📈
Sales Directors
You're tracking relationship milestones in Cloze but inventory data lives separately in DEAR Inventory, so sales reports mismatch order quantities — this integration means every order and contact status stays perfectly aligned.
⚡
Inventory Managers
You're updating stock levels in DEAR Inventory but your team misses customer changes in Cloze, so fulfillment delays happen — automating both apps means your team sees contact updates the moment stock moves.
🤝
Account Executives
You're logging client communications in Cloze but lack visibility into recent shipments, so client queries stall — with this integration, shipment updates appear instantly inside your professional network records.
📦
Wholesale Operations
You're creating customer accounts in DEAR Inventory by hand while managing contacts in Cloze, so data entry bottlenecks pile up — connecting these apps means new customer entries sync automatically without manual copy-pasting.
🛒
Retail Supervisors
You're reviewing customer orders in DEAR Inventory without syncing project notes back to Cloze, so team handoffs break down — automating both apps means every project status reflects current order activity.
📋
Customer Success Leads
You're checking purchase histories in DEAR Inventory while updating projects in Cloze, so historical gaps emerge — this integration means your relationship timelines contain accurate fulfillment records.
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Why choose Integrately to automate DEAR Inventory + Cloze

Build and manage your DEAR Inventory + Cloze automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect DEAR Inventory + Cloze with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Cloze to DEAR Inventory?
Frequently Asked Questions
You can connect Cloze to DEAR Inventory using 1-click automations on Integrately. Select a ready template or ask Integrately AI to build your custom workflow combining Cloze, DEAR Inventory, Shopify, QuickBooks Online, Mailchimp, Slack, Gmail, and Stripe.
Can I automatically sync DEAR Inventory customers to Cloze contacts?
Frequently Asked Questions
Can I connect Cloze, DEAR Inventory, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cloze and DEAR Inventory?
Frequently Asked Questions
How does Cloze handle contact and project updates in this integration?
Frequently Asked Questions
How does DEAR Inventory manage order and customer data during automation?
Frequently Asked Questions
Do I need coding skills to automate Cloze and DEAR Inventory?
Frequently Asked Questions
Is the Cloze and DEAR Inventory integration free?
Frequently Asked Questions
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You Can Also Connect Cloze or DEAR Inventory With 1500+ Other Apps

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DEAR Inventory
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Sync DEAR Inventory with accounting, shipping, and eCommerce platforms to optimize supply chain visibility and order processing.
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