Archives a board

Archives an item

Create a new column in board.

Create a new Item in a board

Create a new update.

Delete an item from a board

Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.

Updates a update subitem on your board.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds the subitems of a specific item on the board

Returns the data for a all columns in the specific board

Returns the data for a specific file column in the board

Returns the details for a specific user

Triggers when a new call or voicemail transcript is added to Close.

Triggers when a new Contact is added to a Contact Smart View.

Triggers when a Custom Activity is published (saved).

Triggers when a new incoming Email is created or an outgoing Email is sent.

Triggers when a new Form Submission is created.

Triggers when a new lead is created.

Triggers when a new lead is added to a Smart View.

Triggers when a new membership is added to or removed from your Close organization.

Triggers when a new Note is created.

Triggers when a new opportunity is added.

Triggers when a new inbound SMS is created or an outbound SMS is sent.

Adds an address to a lead.

Delete logged call.

Deletes a single email address from an existing contact.

Merges one lead into another lead.

Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".

Creates a new bulk workflow subscription action.

Creates a new Call Task.

Creates a new Custom Activity.

Creates a new email.

Adds a new user to your Close organization.

Creates a new note.

Runs an Opportunity Funnel report for your organization.

Creates a new opportunity.

Subscribes a contact to a Workflow.

Creates a new SMS.

Creates a new Task.

Resubscribes an email address.

Unsubscribes an email address.

Updates an existing Contact.

Updates an existing Custom Object.

Updates an existing Note.

Updates an existing Workflow Subscription.

Updates an existing Task.

Find an existing call.

Find existing Contacts.

Find an existing Custom Objects.

Find an existing lead.

Find an existing note.

Find an existing workflow subscription.

Find an existing Close user.

Find or Create Contact

Find or Create Custom Object

Find or Create Note

Find or Create Task

Archives a specific group in a board

Update an item's name

Creates a new group in a board

Create a new subitem in a item with column values

Delete a specific group from a board

Duplicate a group with its items

Move an item to a different group

Upload File To Specific Column

Find items that match a specific value in a column

Search for a user by name using exact matching

Returns the data for a specific column in the board

Returns the group name for a specific board

Triggers when a new Call is created or completed.

Triggers when a Custom Object is created or updated.

Triggers when a new Export is created or completed.

Triggers when a new item is created in your Inbox, Done, or Future folder

Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

Triggers when a Meeting is scheduled, started, completed, canceled, or declined.

Triggers when a new event is created.

Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

Triggers when a contact is subscribed to a workflow, when a workflow subscription is paused, resumed, finished, has reached its goal, or has encountered an error.

Triggers when a new task is created or completed.

Triggers when a new inbound WhatsApp message is created or an outbound WhatsApp message is sent.

Creates a new WhatsApp message.

Delete an email on a lead.

Exports an activity overview or an activity comparison report to a CSV file.

Runs an activity overview report for your organization.

Creates a new bulk email.

Creates a new call.

Creates a new Contact.

Creates a new Custom Object.

Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.

Creates a New Lead

Find the total number of leads in a given Smart View.

Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.

Runs a sent email report for your organization.

Creates a new Lead Smart View.

Runs a status change report for your organization.

Select a random user from your organization.

Turn on and off call forwarding for a specific number.

Updates an existing Call.

Updates an exisiting Custom Activity.

Updates an existing Lead.

Updates an existing Opportunity.

Updates an existing Lead Smart View.