Cloze Beside

Cloze + Beside Integrations, Built by an AI Agent

Put Cloze + Beside to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Cloze and Beside below — describe the exact one you want above and the Agent builds it on demand.

Cloze + Beside When a new lead is captured in Beside, create or update a contact record in Cloze. See details
Convert chatbot lead captures into new CRM contacts When a visitor provides contact details during a chat in Beside, automatically create or update their contact profile and log the activity in Cloze. See details
Open deal opportunities after chatbot handoffs When an AI chatbot handoff occurs in Beside, automatically create a new sales deal in Cloze so account executives can take over seamless follow-up. See details
Send personalized AI chatbot messages when deal stages change When a lead moves to a specific deal stage in Cloze, automatically instruct Beside to send a targeted follow-up or answer prospective buyer questions. See details

Browse the full workflow library →

Looking to achieve something else with Cloze and Beside?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Cloze and Beside

Everything Cloze and Beside can do inside a workflow — the triggers that start one and the actions that run when it fires.

Cloze Explore Cloze →

Cloze is an automated CRM and smart relationship management assistant that consolidates contacts, emails, calls, and meetings into one timeline.

Triggers
Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Person Change

Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Actions
Create Communication

Create a new communication record (email or call).

Create/Update a Company

Creates a company.

Create Timeline Event

Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".

Create a Note

Create or update a note.

Create/Update a Person

Creates or updates a person.

Create/Update a Project

Creates or updates a project.

Beside Explore Beside →

An artificial intelligence assistant tool designed to automate daily operational tasks, manage scheduling, and synthesize text information.

Triggers
Call

Triggers when a call is finished and its transcription is done.

Capture

Triggers when a new capture has been transcribed.

Lead

Triggers when a new lead communicates with you or you communicate with a new lead.

Message

Triggers when a new message is sent.

Voice Mail

Triggers when a new voicemail is received.

Voice Note

Triggers when a new voice note is sent or received.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Cloze + Beside

Is there a pre-built Cloze + Beside automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Cloze and Beside's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Cloze or Beside connector?

No. The Agent works whether or not Cloze or Beside already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting a chatbot to my CRM benefit my sales team?

Leads gathered by Beside are immediately passed to Cloze as updated contacts or sales opportunities, giving reps rich context without manual data entry.

Can chatbot conversations automatically update existing sales deals?

Yes, when a conversation is handed off or finished in Beside, details and interaction logs can automatically update contact profiles or deal stages in Cloze.

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