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Choose an Action

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How Zapier works

Zapier makes it easy to integrate Dex with Cloze - no code necessary. See how you can get setup in minutes.

Select a trigger from Dex

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Cloze

An action is what takes place after the automation is triggered. For example, with Cloze, the action could be "Create Communication."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dex to Cloze

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Dex to Cloze integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Dex and Cloze to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Text
    • Due Date
      Required
    • Contact Emails
    Action
    Write
    • First Name
    • Last Name
    • Job Title
    • Description
    • Email
    • Phone Number
    Action
    Write
    • Filters
    Trigger
    Instant
    Try It
    • Style
      Required
    • From Name
    • From Address
      Required
    • Recipient Name
    • Recipient Address
    • Subject
    • Body
    • Body Type
    • Skip Inbox
    • Thread ID
    • Source App Link Name
    • Source App Link URL
    • Additional Fields
    Action
    Write
    • Note
      Required
    • Event Time
      Required
    • Contact Emails
    Action
    Write
    • Filters
    Trigger
    Instant
    Try It
    • Filters
    Trigger
    Instant
    Try It
    • Company Name
      Required
    • Keyword
    • Description
    • Keywords
    • Industry
    • Business Size
    • No. Of Employees
    • Domains
    • Notes
    • Share To
    • Assign To
    • Default Assign To
    • Node
    • Stage
    • Segment
      Required
    • List
    • Remove List
    • Facebook
    • Twitter
    • LinkedIn
    • Street Address
    • City
    • Region
    • Postal Code
    • Country
    • Phone
    • Url
    • Source App ID
    • Source App Link Name
    • Source App Link URL
    • Source Entity Unique ID
    • Additional Fields
    Action
    Write

Learn how to automate Dex on the Zapier blog

Learn how to automate Cloze on the Zapier blog

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About Dex
Dex is a personal CRM that helps you build stronger relationships.
Help
Related categories
  • CRM (Customer Relationship Management)
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About Cloze
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
Learn more
Related categories
  • CRM (Customer Relationship Management)
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