Service Provider Pro + Cloze Integration

Integrate Cloze to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Create contacts in Cloze, add notes, update projects, and track every client detail automatically.

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1.
  • Service Provider Pro
    Order is created in Service Provider Pro Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro Instant
  • Service Provider Pro
    Account is created in Service Provider Pro Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro 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.
  • 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 + Service Provider Pro Integration

Capture orders, create contacts, update projects, log communications, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Service Provider Pro + Cloze Integration

Create Cloze person from new Service Provider Pro order

As an online store owner, you're likely using Service Provider Pro to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Service Provider Pro with Cloze? This integration will allow you to automatically create a person for each new order in Cloze.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Cloze + Service Provider Pro flow

Sync client orders with billing records, team alerts, CRM records, and project tasks as soon as work begins. Pick a combination and activate it in one click.

Service Provider Pro
Cloze
+
StripeStripe (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
AsanaAsana (4)
S
C
S
Create a Stripe customer when an order is created in Service Provider Pro, and create a matching person in Cloze
New Service Provider Pro orders automatically set up a customer in Stripe and a contact in Cloze without manual data entry.
S
C
S
When an invoice is paid in Service Provider Pro, update the Cloze person and record the charge in Stripe
Paid invoices update your Cloze relationship timeline and ensure your Stripe payment logs remain accurate.
S
C
S
When a subscription is paid in Service Provider Pro, create a project in Cloze and update the subscription in Stripe
Recurring agency revenue updates your Cloze project pipeline and registers in Stripe simultaneously.
S
C
S
When a subscription is cancelled in Service Provider Pro, update the Cloze project and cancel the plan in Stripe
Cancelled subscriptions immediately update your Cloze project status and process the change in Stripe.

Supported triggers and actions for Service Provider Pro and Cloze

Mix and match to build the exact automation you need

Service Provider Pro
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
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Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
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Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
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Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
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Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
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Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
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Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
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Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
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Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
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Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
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Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
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No action is available
Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
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Instant
Project is updated in Cloze
Triggers the automation when a project is updated
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Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
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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 + Service Provider Pro?

Connect your client billing platform to your relationship manager to eliminate manual data entry across every agency workflow.

What you can automate?
🔄
Sync every new agency order directly to Cloze
Automatically create a person record in Cloze the moment an order is created in Service Provider Pro. Keep your professional network organized without manual copy-pasting.
📋
Capture every submitted intake form field
Map detailed form answers from Service Provider Pro into notes and timelines in Cloze. Ensure your team has full context before every client call.
🔔
Alert your team instantly when orders arrive
Trigger instant notifications in Slack or email when new client orders or support tickets are logged in Service Provider Pro, keeping your entire agency aligned.
🔀
Route records based on submitted order criteria
Create different project types or company profiles in Cloze depending on the specific product or subscription tier ordered in Service Provider Pro.
⏱️
Keep Cloze projects updated as orders progress
Automatically update project statuses in Cloze whenever order statuses change in Service Provider Pro, ensuring accurate milestone tracking.
👥
Add or update contacts without creating duplicates
Match incoming Service Provider Pro orders with existing Cloze records to update contact details rather than spawning duplicate profiles.
💳
Handle paid, refunded, and cancelled subscriptions
Trigger timeline updates in Cloze whenever invoices are paid or refunded, keeping your financial relationship history pristine.
🔌
Extend your workflow to Slack, HubSpot, or Asana
Connect Service Provider Pro and Cloze to Slack, HubSpot, or Asana to notify teams, sync CRM deals, or create project tasks in one unified pipeline.
And much more...

Who is Cloze + Service Provider Pro integration for?

Agencies and client service teams using Service Provider Pro to run billing and projects benefit by keeping client records in Cloze instantly updated without manual data entry.

Agency directors
Agency directors
Account managers
Account managers
Client success leads
Client success leads
Operations coordinators
Operations coordinators
Onboarding specialists
Onboarding specialists
Finance administrators
Finance administrators
📈
Agency directors
You're reviewing client pipeline metrics in Cloze but your financial reports only update when someone manually checks Service Provider Pro, so the revenue counts you're planning against are always a few hours behind — connecting these apps means every new order updates your records instantly and your dashboard stays current.
⚡
Account managers
You need to act fast when new client orders arrive, but you find out about purchases too late because order data sits in Service Provider Pro instead of your Cloze relationship manager — automating both apps means every order creates a contact immediately so you can reach out without delay.
🤝
Client success leads
You answer to key clients who want to see progress on their accounts, but tracking project milestones across systems causes delays — this integration means every order status change updates Cloze projects automatically and keeps client updates accurate.
📊
Operations coordinators
The volume of incoming client subscriptions and form submissions is too high for anyone to keep up by hand in Cloze — automating both apps means every Service Provider Pro submission creates notes and projects instantly without manual entry.
🎯
Onboarding specialists
You own the client setup process and depend on someone upstream to hand over order details from Service Provider Pro — connecting these apps means every new purchase creates a Cloze person and starts your workflow without waiting for a manual email.
📁
Finance administrators
You need a reliable history of client payments and keep finding gaps between your invoicing platform and your relationship manager — automating both apps means every paid invoice logs a timeline event in Cloze so your audit trail is complete.
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Why choose Integrately to automate Service Provider Pro + Cloze

Build and manage your Service Provider Pro + 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 Service Provider Pro + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Cloze to Service Provider Pro?
Frequently Asked Questions
You can connect Cloze to Service Provider Pro in just one click using ready-made automations on Integrately. Select a workflow template, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Cloze contacts when a new Service Provider Pro order is created?
Frequently Asked Questions
Can I connect Cloze, Service Provider Pro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cloze and Service Provider Pro?
Frequently Asked Questions
How does Cloze handle contact and company updates from Service Provider Pro?
Frequently Asked Questions
Can Service Provider Pro trigger project updates in Cloze?
Frequently Asked Questions
Do I need coding skills to automate Cloze and Service Provider Pro?
Frequently Asked Questions
Is the Cloze and Service Provider Pro integration free?
Frequently Asked Questions
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You Can Also Connect Cloze or Service Provider Pro With 1500+ Other Apps

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Service Provider Pro
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Sync Service Provider Pro with accounting, project management, and customer support tools to keep agency operations running smoothly.
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