--- title: "Connect Simplero to Cloze - APIANT.ai" description: "When \"New Purchase\" fires in Simplero, your agent runs \"Create a Note\" in Cloze." canonical: "https://apiant.ai/connect/simplero-to-cloze" --- # Connect Simplero to Cloze When **New Purchase** fires in [Simplero](https://apiant.ai/connections/simplero), your agent runs **Create a Note** in [Cloze](https://apiant.ai/connections/cloze). Describe the whole flow and it is built, tested on every scenario and kept running. Simplero **2** triggers Simplero **14** actions Cloze **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Simplero and Cloze to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Simplero can start in Cloze - When **New Purchase** in Simplero then **Create a Note** in Cloze - When **Tag Added to Contact** in Simplero then **Create Timeline Event** in Cloze Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Simplero and Cloze ## Triggers and actions 2 triggers · 26 actions - Trigger **New Purchase** Triggers when a new purchase is made in Simplero. - Trigger **Tag Added to Contact** Triggers when a tag is added to a Simplero contact. - Action **Create or Update Contact** Creates a Simplero contact, or updates the existing contact with that email. - Action **Find Contact by Email** Finds Simplero contacts by email address. - Action **Get Contact** Returns one Simplero contact by ID. - Action **Issue Points for a Contact** Issues points (credits) to a Simplero contact. - Action **List Automations** Returns the automations in your Simplero account. - Action **List Lists** Returns the email lists in your Simplero account. - Action **List Products** Returns the products in your Simplero account. - Action **List Tags** Returns the tags in your Simplero account. - Action **Remove Subscription From a List** Unsubscribes a Simplero contact from an email list. - Action **Remove Tag From Contact** Removes a tag from a Simplero contact. - Action **Start an Automation for Existing Customer** Starts a Simplero automation for an existing contact. - Action **Subscribe to a List** Subscribes a Simplero contact to an email list. - Action **Tag Existing Contact** Adds a tag to an existing Simplero contact. - Action **Update Contact** Updates a Simplero contact's name, email or phone number. - Action **Create a Note** Creates a note on the Cloze timeline, optionally linked to people, companies or projects. - Action **Create Timeline Event** Adds an event to the Cloze timeline, optionally linked to people, companies or projects. - Action **Create ToDo** Creates a new To Do in Cloze, optionally assigned to a team member and linked to people, companies or projects. - Action **Create/Update a Person** Creates a person in Cloze, or enhances an existing person matched by email, phone, social handle or app link. - Action **Create/Update a Project** Creates a new project or deal in Cloze, or merges updates into an existing one matched by its identifiers. - Action **Delete company** Deletes a company in Cloze, identified by its id, domain name, email address or phone number. - Action **Find companies** Finds companies in Cloze matching a search query and optional stage, segment, assignee and other filters. - Action **Find people** Finds people in Cloze matching a search query (the same natural-language search used in the Cloze app), optionally narrowed by stage, segment, next step or assignee. - Action **Find projects** Returns the Cloze projects (deals) matching a search query and optional stage, segment, next step, assignee or collaborator filters. - Action **Get company** Returns a Cloze company by its id, domain name, email address or phone number. - Action **Get project** Returns a Cloze project or deal by its identifier, including its stage, dates, related people and companies, and custom fields. - Action **List team members** Returns the members of your current Cloze team, with each member's name and email. ## Each app on its own - [ **Simplero** Integrated software for info marketing and online courses.](https://apiant.ai/connections/simplero) - [ **Cloze** Cloze is like a personal assistant for your professional relationships that is always prompting you at the...](https://apiant.ai/connections/cloze) Reviews ## What our customers say ## More from Simplero - [ **Simplero to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/simplero-to-slack) - [ **Simplero to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/simplero-to-stripe) - [ **Simplero to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/simplero-to-trello) - [ **Simplero to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/simplero-to-zoom) - [ **Simplero to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/simplero-to-twilio) - [ **Simplero to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/simplero-to-typeform) ## More into Cloze - [ **HubSpot to Cloze** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cloze) - [ **Salesforce to Cloze** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cloze) - [ **Slack to Cloze** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cloze) - [ **Google Sheets to Cloze** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-cloze) - [ **Gmail to Cloze** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cloze) - [ **Google Calendar to Cloze** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-cloze) Questions ## Simplero and Cloze, answered ### ### What can start an automation from Simplero? Any of Simplero's 2 triggers in the catalog, including New Purchase and Tag Added to Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cloze when something happens in Simplero? Any of Cloze's 12 actions, including Create a Note, Create Timeline Event, Create ToDo and Create/Update a Person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cloze to Simplero? Cloze has no triggers in the catalog today, so automations start in Simplero. If you need the other direction, ask: your agent reads Cloze's API documentation and adds it. ### ### Do I have to build a connector for Simplero or Cloze? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Simplero and Cloze without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.