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Automate tasks across Cloze with Insightly

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Cloze and Insightly talk.
Here are some common ways to automate work between them.

Send a Insightly notification when Cloze receives a high-priority item.Try now
Create a Insightly follow-up from new qualified activity in Cloze.Try now
Copy new customer details from Cloze into Insightly.Try now
Update the matching Insightly item when a Cloze status changes.Try now
Start a review in Insightly when Cloze flags an exception.Try now
Summarize new Cloze activity and save it in Insightly.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Cloze and Insightly work.

Connect your Cloze and Insightly. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 60 actions between Cloze and Insightly.
Can’t find an action you need? Let us know.

Add Communication RecordAdd communication record in Cloze.Create CompanyCreate company in Cloze.Delete CompanyDelete company in Cloze.Get CompanyRun a get company action in Cloze.Search CompaniesRun a search companies action in Cloze.Stream Companies FeedRun a stream companies feed action in Cloze.Update CompanyUpdate company in Cloze.List Contact SegmentsRun a list contact segments action in Cloze.List People And Company Contact StagesRun a list people and company contact stages action in Cloze.Add Content RecordAdd content record in Cloze.List Custom FieldsRun a list custom fields action in Cloze.Retrieve Email OpensRun a retrieve email opens action in Cloze.Create PersonCreate person in Cloze.Delete PersonDelete person in Cloze.Get PersonRun a get person action in Cloze.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Cloze and Insightly.

MindCloud connects Cloze and Insightly so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.