Cloze + Smart Task Integration

Integrate Cloze to Smart Task in one click, or tell Integrately AI how you want each contact handled. Create tasks, update projects, sync communication notes, and notify your team automatically.

Free foreverFree forever.
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
  • Smart Task
    Contact is created in Smart Task 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
  • Smart Task
    Create task in Smart Task
  • Smart Task
    Subscribe Webhook in Smart Task
  • Smart Task
    Search Tag in Smart Task
  • Smart Task
    Search Project in Smart Task
  • Smart Task
    Search User in Smart Task

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Ready WorkflowsReady Workflows   for Cloze + Smart Task Integration

Create tasks, update professional records, manage projects, and keep team collaboration aligned, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Cloze + Smart Task flow

Send follow-up emails, notify your team on messaging channels, log data, and trigger downstream tasks as soon as your core records update. Pick a combination and activate it in one click.

Cloze
Smart Task
+
GmailGmail (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
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When a person is updated in Cloze, create a task in Smart Task and send an email notification in Gmail.
Professional updates in Cloze instantly trigger a new task in Smart Task and alert team members via Gmail, eliminating manual handoffs.
C
S
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When a project is updated in Cloze, create a task in Smart Task and send a status update email in Gmail.
Project changes in Cloze automatically open tasks in Smart Task and notify stakeholders through Gmail.
S
C
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When a contact is created in Smart Task, create a person in Cloze and send a welcome email in Gmail.
New Smart Task contacts appear as people in Cloze and trigger welcome emails in Gmail automatically.

Supported triggers and actions for Cloze and Smart Task

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
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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
Try it →
Smart Task
Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
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Create task in Smart Task
Creates a new task
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Subscribe Webhook in Smart Task
Subscribes to a webhook
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Search Tag in Smart Task
Searches for a tag
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Search Project in Smart Task
Searches for a project
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Search User in Smart Task
Searches for a user
Try it →

What can you automate with Cloze + Smart Task?

Streamline your relationship management and task execution with powerful automated workflows.

What you can automate?
Sync professional updates into task items
Trigger a new task in Smart Task automatically whenever a person or project is updated in Cloze, keeping collaboration in sync with relationship changes.
📝
Capture every submitted contact detail
Map all available contact fields from Smart Task into your Cloze relationship database instead of just names and emails, building complete connection records.
📢
Alert the right team member instantly
Notify your team in Slack or Gmail the moment a connection status changes or a new task is created, ensuring fast response times.
🔀
Route actions based on submitted fields
Create different task priorities in Smart Task depending on specific tags or categories assigned to contacts in your relationship app.
🔄
Keep destination records up to date
Automatically update project statuses and contact information across both platforms whenever modifications occur in either app.
🔍
Prevent duplicate records with search steps
Search existing tags, projects, or users before creating new entries, ensuring your databases remain clean and organised.
📅
Handle later status changes and milestones
Trigger follow-up tasks and schedule review meetings when projects reach key completion stages or milestones.
🔗
Extend workflows to messaging and email apps
Connect your Cloze and Smart Task flow with Gmail, Slack, or Calendly to notify stakeholders and schedule meetings effortlessly.
And much more...

Who is Cloze + Smart Task integration for?

Connecting Cloze and Smart Task helps relationship managers, project leads, and operations teams streamline communication, eliminate manual task entry, and keep collaboration fully aligned.

Operations directors
Operations directors
Account managers
Account managers
Project leads
Project leads
Customer support managers
Customer support managers
Task coordinators
Task coordinators
Relationship liaisons
Relationship liaisons
📈
Operations directors
You report on professional connections and team productivity, but your pipeline metrics are always stale because records and tasks live in separate silos — this integration means every person update in Cloze instantly creates actionable items in Smart Task and keeps your numbers current.
Account managers
You need to act fast when client relationships shift, but you find out about project delays too late because manual handoffs break down — automating both apps means team tasks open the moment connection details change so you can respond without delay.
📋
Project leads
You answer to stakeholders who want to see progress on deliverables, but piecing together status updates from scattered notes takes hours of manual effort — with this integration, project updates flow seamlessly into task execution lists for instant visibility.
🔄
Customer support managers
The volume of inbound collaboration requests is too high for anyone to keep up by hand across multiple platforms — connecting these apps means new contact data and tasks sync automatically without missing a single request.
🔗
Task coordinators
You own the execution phase and depend on relationship managers upstream to hand over project details before you can begin work — automating both apps means tasks are created the second a person record updates so your workflow never stalls.
🗂️
Relationship liaisons
You need a reliable history of all professional interactions, but manual data entry leaves frustrating gaps in your project timelines — this integration means every interaction and task stays perfectly synchronised across platforms.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Cloze + Smart Task

Build and manage your Cloze + Smart Task 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 + Smart Task 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Cloze to Smart Task?
Frequently Asked Questions
You can connect Cloze to Smart Task in just 1 click using ready-made automations on Integrately, or use Integrately AI to build custom workflows linking Gmail, Slack, and 1,500+ other apps.
Can I automatically create tasks in Smart Task when a person updates in Cloze?
Frequently Asked Questions
Can I connect Cloze, Smart Task, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cloze and Smart Task?
Frequently Asked Questions
How are professional contacts handled between Cloze and Smart Task?
Frequently Asked Questions
Can I track projects across Cloze and Smart Task?
Frequently Asked Questions
Do I need coding skills to automate Cloze and Smart Task?
Frequently Asked Questions
Is the Cloze and Smart Task integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Cloze or Smart Task With 1500+ Other Apps

Cloze
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Smart Task
Popular Smart Task Integrations
Sync Smart Task with project management, team messaging, and time-tracking tools to keep team collaboration working smoothly across your stack.