Cloze + Invoiced Integration

Integrate Cloze to Invoiced in one click, or tell Integrately AI how you want each project handled. Track billable hours, generate invoices, notify your team, and record payments automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze Instant
  • Invoiced
    Payment is created in Invoiced Instant
  • Invoiced
    Payment is updated in Invoiced Instant
  • Invoiced
    Payment is deleted in Invoiced Instant
  • Invoiced
    Invoice is paid in Invoiced Instant
  • Invoiced
    Invoice is created in Invoiced Instant
  • Invoiced
    Invoice is updated in Invoiced Instant
  • Invoiced
    Invoice is deleted in Invoiced Instant
  • Invoiced
    Customer is created in Invoiced Instant
  • Invoiced
    Customer is updated in Invoiced Instant
  • Invoiced
    Customer is deleted in Invoiced Instant
  • Invoiced
    Contact is created in Invoiced Instant
  • Invoiced
    Contact is updated in Invoiced Instant
  • Invoiced
    Contact is deleted in Invoiced Instant
  • Invoiced
    Credit note is updated in Invoiced Instant
  • Invoiced
    Customer is merged in Invoiced Instant
  • Invoiced
    Invoice is viewed in Invoiced Instant
  • Invoiced
    Estimate is approved in Invoiced Instant
  • Invoiced
    Credit note is created in Invoiced Instant
  • Invoiced
    Credit note is deleted in Invoiced Instant
  • Invoiced
    Credit note is commented in Invoiced Instant
  • Invoiced
    Credit note is viewed in Invoiced Instant
  • Invoiced
    Task is created in Invoiced Instant
  • Invoiced
    Task is updated in Invoiced Instant
  • Invoiced
    Task is deleted in Invoiced Instant
  • Invoiced
    Task is completed in Invoiced Instant
  • Invoiced
    Estimate is created in Invoiced Instant
  • Invoiced
    Estimate is updated in Invoiced Instant
  • Invoiced
    Estimate is deleted in Invoiced Instant
  • Invoiced
    Estimate is viewed in Invoiced Instant
  • Invoiced
    Subscription is created in Invoiced Instant
  • Invoiced
    Subscription is updated in Invoiced Instant
  • Invoiced
    Subscription is deleted in Invoiced Instant
Arrow Right
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
  • Invoiced
    Create invoice in Invoiced
  • Invoiced
    Search invoice in Invoiced
  • Invoiced
    Create contact in Invoiced
  • Invoiced
    Create credit note in Invoiced
  • Invoiced
    Create credit balance adjustment in Invoiced
  • Invoiced
    Search credit note in Invoiced
  • Invoiced
    Create customer in Invoiced
  • Invoiced
    Update customer in Invoiced
  • Invoiced
    Search customer in Invoiced
  • Invoiced
    Create note in Invoiced
  • Invoiced
    Create payment in Invoiced
  • Invoiced
    Create task in Invoiced
  • Invoiced
    Create estimate in Invoiced
  • Invoiced
    Search estimate in Invoiced
  • Invoiced
    Create subscription in Invoiced

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Ready Workflows Ready Workflows for Cloze + Invoiced Integration

Create invoices, track billable hours, send payment reminders, log customer updates, and notify your finance team, all in just one click.

Most popular automationsmost-popular-automations
Invoiced + Cloze Integration

Create Cloze person for new Invoiced contact

If you are using Invoiced, then you may want to also use Cloze to manage your customer relationships. With the help of this automation, whenever you create a contact in Invoiced, 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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Invoiced + Cloze Integration

Create Cloze company from new Invoiced invoice

If you're a small business owner who uses Invoiced to manage your finances, you may be wondering if there's a way to automatically create a company profile in Cloze whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Cloze and Invoiced!
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Cloze + Invoiced flow

Connect your CRM, communication tools, and payment gateways to keep your client records, invoices, and team updates synchronised across your workflow. Pick a combination and activate it in one click.

Cloze
Invoiced
+
StripeStripe (5)
+
SlackSlack (5)
+
HubSpotHubSpot (5)
+
GmailGmail (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
CalendlyCalendly (5)
C
I
S
Create an Invoiced invoice when a Cloze project is updated, and process payment via Stripe
Updated Cloze projects automatically generate an Invoiced invoice and initiate a charge in Stripe, eliminating manual billing steps.
S
I
C
When a Stripe payment is completed, create a communication in Cloze and record the payment in Invoiced
Successful Stripe charges automatically log a payment record in Invoiced and update communication history in Cloze.
S
I
C
If a Stripe payment fails, create a to-do in Cloze and search the invoice in Invoiced
Failed Stripe payments automatically flag a follow-up task in Cloze and locate the corresponding Invoiced invoice.
S
C
I
Use Claude to review Stripe disputed charges, update the Cloze project, and create a credit note in Invoiced
Claude analyses Stripe chargebacks to update your Cloze project status and automatically generate an Invoiced credit note.
S
I
C
Turn every new Stripe customer into an Invoiced contact, and create a person record in Cloze
New Stripe customers are instantly added as Invoiced contacts and new person profiles in Cloze.

Supported triggers and actions for Cloze and Invoiced

Mix and match to build the exact automation you need

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
Try it โ†’
Create to do in Cloze
Creates a new to-do item
Try it โ†’
Update company in Cloze
Updates company information
Try it โ†’
Create company in Cloze
Generates a new company profile with given details
Try it โ†’
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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Invoiced
Invoiced Triggers & Actions
Instant
Payment is created in Invoiced
Triggers the automation when a new payment is created
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Instant
Payment is updated in Invoiced
Triggers the automation when a payment status is updated
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Instant
Payment is deleted in Invoiced
Triggers the automation when a payment is deleted
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Instant
Invoice is paid in Invoiced
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is created in Invoiced
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Invoiced
Triggers the automation when an invoice is updated
Try it โ†’
Instant
Invoice is deleted in Invoiced
Triggers the automation when an invoice is deleted
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Instant
Customer is created in Invoiced
Triggers the automation when a new customer is created
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Instant
Customer is updated in Invoiced
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Invoiced
Triggers the automation when a customer is removed from the database
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Instant
Contact is created in Invoiced
Triggers the automation when a new contact is created
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Instant
Contact is updated in Invoiced
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Invoiced
Triggers the automation when a contact is removed from the particular list
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Instant
Credit note is updated in Invoiced
Triggers the automation when a credit note is modified
Try it โ†’
Instant
Customer is merged in Invoiced
Triggers the automation when the customer details are merged
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Instant
Invoice is viewed in Invoiced
Triggers the automation when the recipient views your invoice
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Instant
Estimate is approved in Invoiced
Triggers the automation when any estimate is approved
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Instant
Credit note is created in Invoiced
Triggers the automation when a new credit note is generated
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Instant
Credit note is deleted in Invoiced
Triggers the automation when a credit note is deleted
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Instant
Credit note is commented in Invoiced
Triggers the automation when a credit note is commented on
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Instant
Credit note is viewed in Invoiced
Triggers the automation when a credit note is viewed
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Instant
Task is created in Invoiced
Triggers the automation when a new task is created
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Instant
Task is updated in Invoiced
Triggers the automation when any task is updated
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Instant
Task is deleted in Invoiced
Triggers the automation when a task is deleted
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Instant
Task is completed in Invoiced
Triggers the automation when any task is completed
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Instant
Estimate is created in Invoiced
Triggers the automation when a new estimate is created
Try it โ†’
Instant
Estimate is updated in Invoiced
Triggers the automation when any estimate is modified
Try it โ†’
Instant
Estimate is deleted in Invoiced
Triggers the automation when any estimate is deleted
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Instant
Estimate is viewed in Invoiced
Triggers the automation when any estimate is viewed by the recipient
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Instant
Subscription is created in Invoiced
Triggers the automation when a new subscription is created
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Instant
Subscription is updated in Invoiced
Triggers the automation when a subscription is updated
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Instant
Subscription is deleted in Invoiced
Triggers the automation when a subscription is deleted
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Create invoice in Invoiced
Generates invoices for sales transactions
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Search invoice in Invoiced
Locates and retrieves invoices with
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Create contact in Invoiced
Adds a new contact to the database
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Create credit note in Invoiced
Generates a credit note for returned items
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Create credit balance adjustment in Invoiced
Creates an adjustment to a customer's credit balance
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Search credit note in Invoiced
Searches for a credit note
Try it โ†’
Create customer in Invoiced
Adds a new customer to the database
Try it โ†’
Update customer in Invoiced
Updates a customer's information
Try it โ†’
Search customer in Invoiced
Locates and retrieves customer information
Try it โ†’
Create note in Invoiced
Creates a new note in the particular format
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Create payment in Invoiced
Generates and process a payment transaction
Try it โ†’
Create task in Invoiced
Creates a new task
Try it โ†’
Create estimate in Invoiced
Adds a new contact to the contact list
Try it โ†’
Search estimate in Invoiced
Searches for an estimate
Try it โ†’
Create subscription in Invoiced
Enrolls users in a subscription service
Try it โ†’

What can you automate with Cloze + Invoiced?

Streamline your professional relationships and invoicing workflows with automated triggers that keep your financial records and client details completely in sync.

What you can automate?
๐Ÿงพ
Generate invoices from updated project milestones
Automatically create invoices in Invoiced whenever a project is updated in Cloze. Keep your billing cycle aligned with real-time project progress without manual data entry.
๐Ÿ“‹
Capture every custom field across client records
Map all available contact details and custom fields from Cloze directly into Invoiced customer profiles. Ensure your accounting records contain complete client information.
๐Ÿ””
Notify your team the moment payments clear
Trigger instant team notifications and project status updates whenever an invoice is paid in Invoiced. Keep sales and finance teams perfectly coordinated.
๐Ÿ”€
Route workflows based on submitted estimate values
Apply conditional logic to handle enterprise versus standard client estimates differently across your invoicing and relationship management pipelines.
๐Ÿ”„
Keep client records synchronised as details change
Automatically update customer profiles in Invoiced whenever person or company details are modified in Cloze. Prevent outdated contact information in your billing system.
๐Ÿ”
Search and update existing accounts effortlessly
Look up existing invoices and customer records before creating new entries. Avoid duplicate records and maintain clean accounting data.
๐Ÿ’ณ
Handle payment completions, failures, and refunds
Trigger automated follow-up tasks in Cloze when payments fail or credit notes are issued in Invoiced. Manage exceptions proactively.
๐ŸŒ
Extend your workflow with popular business apps
Connect Slack, Gmail, or Stripe to your core Cloze and Invoiced integration. Build multi-app pipelines that span your entire tech stack.
And much more...

Who is Cloze + Invoiced integration for?

Finance managers, project leaders, and agency owners streamline their relationship management and invoice workflows to eliminate manual data entry and accelerate cash flow.

Finance directors and controllers
Finance directors and controllers
Project managers
Project managers
Account executives
Account executives
Operations coordinators
Operations coordinators
Billing specialists
Billing specialists
Client success leads
Client success leads
๐Ÿ“ˆ
Finance directors and controllers
You're reviewing revenue reports across disconnected systems, but your billing figures only update when someone manually exports payment data, so your cash flow forecasts are always hours behind โ€” with this integration, every paid invoice updates your financial records instantly and your reporting stays accurate.
โšก
Project managers
You're tracking client milestones in your relationship app, but billing documents lag behind project updates, so your team finds out about overdue invoices too late โ€” automating both apps means every project status change triggers timely invoices and keeps your revenue cycle running smoothly.
๐Ÿค
Account executives
You're answering client inquiries about billing status without immediate access to payment history, so your communication gets delayed while you hunt through accounting files โ€” connecting these apps means every payment confirmation syncs to your client records so you can answer questions instantly.
โš™๏ธ
Operations coordinators
You're manually copying new customer details from your relationship manager into your invoicing software every day, so high lead volumes lead to costly data entry errors โ€” integrating these apps means every new contact creates customer profiles automatically without manual intervention.
๐Ÿ’ผ
Billing specialists
You depend on sales teams to hand over project scopes before drafting invoices, so billing bottlenecks delay your monthly revenue collection โ€” automating this handover means approved estimates and project updates generate invoices the moment work is confirmed.
๐Ÿ”
Client success leads
You need a complete history of client interactions and financial standing, but communication logs and invoice records remain siloed in separate tools, so you keep finding gaps in your customer profiles โ€” this integration means every interaction and payment log stays unified in one complete timeline.
Our team

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Why choose Integrately to automate Cloze + Invoiced

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

1,500+ apps connected
1,500+ apps connected
Connect Cloze + Invoiced 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 โ€” 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
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Frequently Asked Questions

How do I connect Cloze to Invoiced?
Frequently Asked Questions
You can connect Cloze to Invoiced in 1 click using ready-made templates on Integrately. Select a workflow, authenticate your accounts, and let Integrately AI handle the setup process.
Can I automatically create invoices in Invoiced when Cloze projects are updated?
Frequently Asked Questions
Can I connect Cloze, Invoiced, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cloze and Invoiced?
Frequently Asked Questions
How are contact updates in Cloze handled in Invoiced?
Frequently Asked Questions
Can Invoiced payments update project statuses in Cloze?
Frequently Asked Questions
Do I need coding skills to automate Cloze and Invoiced?
Frequently Asked Questions
Is the Cloze and Invoiced integration free?
Frequently Asked Questions
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You Can Also Connect Cloze or Invoiced With 1500+ Other Apps

Cloze
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Invoiced
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Sync Invoiced with payment, accounting, and reporting platforms to streamline billing and financial operations.
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