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Cloze - Create PDF, Word, Excel Documents
Cloze works with Documentero to automatically create documents whenever important updates happen in your contacts, companies, or projects. When Cloze detects changes such as a new stage or segment, Documentero can generate custom PDFs, Word files, or spreadsheets. This helps teams keep accurate records, share professional reports, and maintain consistent documentation without manual work.
Cloze
Documentero
Triggers
Watch Company Audit Changed — Triggers on the major timeline audited changes like Segment, Stage or Step has been changed.
Watch Person Audit Changed — Triggers on the major timeline audited changes like Segment, Stage or Step has been changed.
Watch Project Audit Changed — Triggers on the major timeline audited changes like Segment, Stage or Step has been changed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Cloze using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Cloze using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate client update PDFs from Cloze stage changes
Create company audit trail documents when Cloze records a new segment
Export project progress spreadsheets from Cloze to Documentero
Generate follow-up letters in Word format after Cloze records a step change
Build investor-ready reports from Cloze company updates using Documentero
Produce internal handover documents when Cloze contact data changes
Create onboarding packets from Cloze project milestones in Documentero
Automatically generate sales pipeline reports from Cloze to PDF
Export Cloze meeting changes into structured Excel reports
Create compliance-ready audit documents from Cloze company records
How you can use Cloze + Documentero
Client Progress Reports
When a person's stage changes in Cloze, Documentero generates a PDF report showing their updated status and history.
Company Audit Logs
Each time a company record is updated in Cloze, Documentero creates a .docx file with a timestamped audit trail.
Project Status Sheets
As project stages shift in Cloze, Documentero produces an Excel sheet tracking progress and milestones.
Follow-up Summaries
When Cloze logs a major timeline change, Documentero creates a summary document for team members to review.
Meeting Documentation
After Cloze records a key interaction, Documentero generates a formatted meeting note in PDF for archival or sharing.
Setup Guides
Zapier Tutorial: Integrate Cloze with Documentero
- Create a new Zap in Zapier.
- Add Cloze to the zap and choose one of the triggers (Watch Company Audit Changed, Watch Person Audit Changed, Watch Project Audit Changed). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Cloze trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Cloze with Documentero
- Create a new scenario in Make.
- Add Cloze to the scenario and choose one of the triggers (Watch Company Audit Changed, Watch Person Audit Changed, Watch Project Audit Changed). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Cloze trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Cloze with Documentero
- Create a new workflow in n8n.
- Add Cloze to the workflow and choose one of the triggers (Watch Company Audit Changed, Watch Person Audit Changed, Watch Project Audit Changed). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Cloze trigger.
- Execute (or activate) your workflow and verify the output.
