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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call Recording" from Close.

Add your action

An action happens after the trigger—such as "Add Attachment to PDF" in PDF4me.

You’re connected!

Zapier seamlessly connects Close and PDF4me, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
Try It
- Direction
- Completed?
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Trigger Actions
  Required
- Custom Object Type
  Required
Trigger
Instant
Try It
- Completed?
Trigger
Instant
Try It

- Type
- User ID
  Required
Trigger
Instant
Try It
- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It

- Statuses
- Require these fields to be filled in
Trigger
Instant
Try It
- Object Type
  Required
- Action
  Required
- User ID
- Changed Fields
Trigger
Instant
Try It
- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
Try It
- Workflow
- Action
  Required
Trigger
Instant
Try It
- Completed?
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Write
- Email ID
  Required
Action
Write
- Type
  Required
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Metrics
  Required
- Date Range
  Required
- Users
- Groups
- Query
Action
Write
- Template ID
  Required
- Lead Smart View or (deprecated) Search Query
  Required
- Exclude leads that already received this email template
  Required
- Contact Preference
  Required
- Send Done Email
  Required
- Email Acccount
Action
Write
- Lead
  Required
- Contact ID
- Phone Number
- Direction
- Duration
- Outcome
- Text
- Recording URL
- User ID
Action
Write
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Write
- Export Type
  Required
- Format
  Required
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Write
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- Name
  Required
- Query
  Required
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report Type
  Required
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Phone Number
  Required
- Call Forwarding Enable/Disable
  Required
- Forward to Number
Action
Write
- Call ID
  Required
- Contact
- Text
- Phone Number
- Duration
- Outcome
- Recording URL
Action
Write
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- Status
- Pinned
Action
Write
- Lead ID
  Required
- Company Name
- Description
- Url
- Status
Action
Write
- Opportunity ID
  Required
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
- Attachments
Action
Write
- Smart View ID
  Required
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
- Search by Custom Activity ID
Action
Search
- Group Name
- Group ID
Action
Search
- Result Limit
  Required
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
Action
Search
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Opportunity Lead ID
- Opportunity Contact ID
- Or Search by Opportunity ID
Action
Search
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
Action
Search
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
Action
Search
- Custom Activity Type
  Required
- Status
- Lead
  Required
- Search by Custom Activity ID
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Search or write
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Search or write
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Lead
- Contact ID
- Or Search by Opportunity ID
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Attachments
Action
Search or write
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Search or write
- File
  Required
- Specify File Name
- Attachments
  Required
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- Specify File Name
- Field Name
  Required
- Form Field Type
  Required
- Initial Value
- Position X
- Position Y
- Pages
Action
Write
- File
  Required
- File Name
- Watermark File Content
  Required
- Position
- Opacity
- Rotation Angle
- Horizontal Offset
- Vertical Offset
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- Specify File Name
- Page Number Format
  Required
- Font Size
- Set Bold
- Set Italic
- Horizontal Align
  Required
- Vertical Align
  Required
- Horizontal Margin
- Vertical Margin
- Skip First Page
Action
Write
- File
  Required
- File Name
- Watermark Text
  Required
- Position
- Font Family
- Size
- Text Colour
- Set Bold
- Set Underline
- Set Italics
- Opacity
- Rotation Angle
- Horizontal Position
- Vertical Position
Action
Write
- File
  Required
- File Name
- Secure On Open
- Secure On Open Password
- Protection Type
- Document Protection Password
Action
Write
- File
  Required
- File Name
- Second Document
  Required
- Second File Name
- Ignore Formatting
- Ignore Case Changes
- Ignore Comments
- Ignore Tables
- Ignore Fields
- ignore Footnotes
- ignoreTextboxes
- Ignore header and footer
- Author
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- Current Image Format
  Required
- New Image Format
  Required
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- Output Size
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
Action
Write
- Specify EPC version
- Specify EPC character set
- Name of Beneficiary
  Required
- Beneficiary's Account (IBAN)
- Amount (EUR)
- Business Code
- Payment Reference
- Remittance Information
- Hint Text
Action
Write
- File
  Required
- File Name
- Number of Input Boxes
  Required
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Page Number
- Amount
- AV1 Parameters
- AV2 Parameters
- Billing Info
- Creditor Address Type
  Required
- Creditor City
- Creditor Name
  Required
- Creditor Postal Code
- Creditor Address Line 1
- Creditor Address Line 2
- Currency
- IBAN
  Required
- Language Type
- Reference
- Reference Type
- Separator Line
- Ultimate Debtor Address Type
- Ultimate Debtor City
- Ultimate Debtor Name
- Ultimate Debtor Postal Code
- Ultimate Debtor Address Line 1
- Ultimate Debtor Address Line 2
- Unstructured Message
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Page Number
  Required
- Width
  Required
- Image Format
  Required
Action
Write
- File
- File Name
- Input Format
  Required
- Output Mode
  Required
- Zugferd Version
  Required
- Render Invoice On Pdf
- Language
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- Crop Type
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- Page Numbers
  Required
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
Action
Write
- File
  Required
- File Name
- Image File
  Required
- Add to Header Footer
- Image Position
- Top Margin (cm)
- Bottom Margin (cm)
- Left Margin (cm)
- Right Margin (cm)
- Worksheet Names
- Worksheet Indexes
- Culture Name
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Header Left-Text
- Header Left-Color
- Header Left-Font Size
- Header Center-Text
- Header Center-Color
- Header Left-FontSize
- Header Right-Text
- Header Right-Color
- Header Right-Font Size
- Footer Left-Text
- Footer Left-Color
- Footer Left-Font Size
- Footer Center-Text
- Footer Left-Color
- Footer Center - Font Size
- Footer Right Text
- Footer Left-Color
- Footer Right-Font Size
- Target Worksheets-By Name
- Target Worksheets-By Index
- Culture & Language Settings
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Worksheet Name
  Required
- Row Ranges
  Required
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Worksheet Names
- Worksheet Indexes
Action
Write
- File URL (Either provide a File or File URL)
- File URL (Either provide a File or File URL)
- File Name
- Worksheet Names
- Worksheet Indexes
Action
Write
- Output FileName
  Required
- Output Format
  Required
- Number of files
  Required
Action
Write
- File
  Required
- File Name
- CSV Delimiter
- Column Headers
- Skip First Line
- Culture Name
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Remove Header Left
- Remove Header Center
- Remove Header Right
- Remove Footer Left
- Remove Footer Center
- Remove Footer Right
- Worksheet Names
- Worksheet Indexes
- Culture Name
Action
Write
- File
  Required
- File Name
- Culture & Language Settings
Action
Write
- File
  Required
- File Name
- Worksheet Name
- Json Input
- Insert From Row
- Insert From Column
- Convert Numeric And Date
- Date Format
- Numeric Format
- Ignore Attribute Titles
- Ignore Null Values
- Culture Name
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Page Numbers
  Required
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
- Expression
  Required
- Pages
  Required
Action
Write
- Template File (Either provide Template File ot Template File URL)
- Template File URL (Either provide Template File ot Template File URL)
- Template File Name
- Select Input Type
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
Action
Write
- Template File
  Required
- Template File Name
- Template File Type
  Required
- Input Data Format Type
  Required
- Input Data Type
  Required
- Meta Data
- Keep Pdf Editable
Action
Write
- Template Name
- Document Data Type
  Required
- Input Data Format Type
  Required
- Meta Data
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Index File Path
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
- Image File (Either provide Image File or Image File URL)
- Image File URL (Either provide Image File or Image File URL)
- Image File Name
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
- Set to Background
Action
Write
- File
  Required
- File Name
- Markdown File Path
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- FileName
- Layer File (Either provide File or File URL)
- Layer File URL (Either provide File or File URL)
- Layer File Name
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Compression Type
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Template Name
  Required
Action
Write
- File (Either provide a File or File URL)
- File URL (Either provide a File or File URL)
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File (Either provide a File or File URL)
- File URL (Either provide a File or File URL)
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
Action
Write
- File
  Required
- File Name
Action
Write
- Word File
  Required
- Word File Name
- Search Text
  Required
- Image File
- Skip first page
- Pages
Action
Write
- File (Either provide a File or File URL)
- File URL (Either provide a File or File URL)
- File Name
- Paper Size
- Columns per Page
  Required
- Rows per Page
  Required
Action
Write
- File
  Required
- File Name
- Rotation Angle
- Proportionate Resize
  Required
- Background Color
Action
Write
- File
  Required
- File Name
- Signer Email
- Subject
- Notify sender (Webhook or Email)
  Required
- key
- value
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
- Barcode Text
- Barcode Filter
  Required
- Barcode Type
  Required
- Split Barcode Page
  Required
- PDF Render Dpi
  Required
- Combine Pages with Same Barcodes
- Return as Zip
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
- Split Barcode Page
  Required
- PDF Render Dpi
  Required
- Combine Pages with Same Barcodes
- Return as Zip
Action
Write
- File
  Required
- File Name
- Split Type
- Split Config
- Culture Name
Action
Write
- File
  Required
- Specify File Name
- Password
  Required
Action
Write
- File
  Required
- File Name
- All Pages Header Html
- First Page Header Html
- Even Pages Header Html
- Odd Pages Header Html
- All Pages Footer Html
- First Page Footer Html
- Even Pages Footer Html
- Odd Pages Footer Html
- Culture Name
Action
Write
- WebUrl
  Required
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
- Display Header/Footer
Action
Write
- File
  Required
- File Name
- Page Numbers
- Start Page
- End Page
- Culture Name
Action
Write
- Number of files
  Required
- Compliance Level
- Time Zone
Action
Write
- File
  Required
- Word File Name
- Watermark File
  Required
- Find Text
  Required
- Width
- Height
- Maintain Aspect Ratio
- Skip First Page
- ApplyTo
- Page Numbers
- Ignore Page Numbers
- Culture Name
Action
Write

- Field(s) Required to Trigger
Trigger
Instant
Try It
- Limitations
- Contact Smart View ID
  Required
Trigger
Polling
Try It
- Custom_activity_v2_instructions
- Custom Activity Type
  Required
- Filled-in fields
Trigger
Instant
Try It
- Direction
- Template ID
- User ID
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
- Status ID
Trigger
Instant
Try It
- Limitations
- Lead Smart View
- (deprecated) Search Query
Trigger
Polling
Try It
- Added or Removed?
Trigger
Instant
Try It
- Note Contains Words Starting With...
Trigger
Polling
Try It
- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Lead ID
  Required
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Call ID
  Required
Action
Write
- Contact ID
  Required
- Email Address
  Required
Action
Write
- Source Lead ID
  Required
- Destination Lead ID
  Required
Action
Write
- Send Done Email
  Required
- Type
  Required
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Action Type
  Required
- Smart View or (deprecated) Search Query
  Required
- Workflow ID
- Send Done Email
  Required
Action
Write
- Lead
  Required
- Contact
  Required
- Assigned To
  Required
- Text
  Required
- Date
Action
Write
- Lead
  Required
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Write
- Lead
  Required
- Contact
- Status
  Required
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
- Email Thread ID
- Attachments
Action
Write
- Email Address
  Required
- Role
  Required
Action
Write
- Lead ID
  Required
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Write
- Report breakdown
  Required
- Pipeline
  Required
- Report type
  Required
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- Lead
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
Action
Write
- Contact
  Required
- Workflow
  Required
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- Lead
  Required
- Contact ID
- Date Created
- Status
  Required
- Date Scheduled
- Local Phone
  Required
- Remote Phone
  Required
- Text
- Template
- Source
  Required
- Attachments
Action
Write
- Assigned To
- Lead
  Required
- Contact
- Date
- Text
  Required
- Is Complete
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
Action
Write
- Contact ID
  Required
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object ID
  Required
- Custom Object Type
  Required
- Custom Object Name
Action
Write
- Note ID
  Required
- Title
- Pinned
- Text Type
  Required
Action
Write
- Subscription
  Required
- Action
  Required
Action
Write
- Task ID
  Required
- Assigned To
- Contact
- Text
- Date
- Is Complete
Action
Write
- Direction
- Note
- User ID
- Date Range
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
Action
Search
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
Action
Search
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
Action
Search
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
- Or Search by Note ID
Action
Search
- Workflow
- Contact ID
- Lead ID
Action
Search
- Full Name
- Email
- Or Search by User ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Search or write
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Search or write
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
  Required
- Or Search by Note ID
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Search or write
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- Lead
  Required
- Contact
- Date
- Text
  Required
- Is Complete
Action
Search or write
- Trigger Name
- Test File Url
Trigger
Instant
Try It
- File URL (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- Specify File Name
- Barcode Type
  Required
- Text
  Required
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Barcode Width
- Barcode Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
- Hide Text
- Set Process as Async
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- Specify File Name
- HTML Content
  Required
- Location
  Required
- Skip First Page
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- Pages
  Required
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- Top Margin
- Bottom Margin
- Left Margin
- Right Margin
Action
Write
- File
  Required
- File Name
- Watermark Text
- Font Family
- Font Size
- Font Color
- Semi Transparent
- Rotation
- Orientation
- Culture Name
Action
Write
- File
  Required
- Word File Name
- Watermark File
  Required
- Watermark File Name
- Scale
- Semi Transparent
- Culture Name
- Align Image
- Width
- Height
Action
Write
- File
  Required
- File Name
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- Image Type
  Required
- Compression Level
  Required
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- First Row
- First Column
- Convert Number and Date
- Ignore Null Values
- Bold Title
- Wrap Title Text
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- Output Format
Action
Write
- Barcode Type
  Required
- Text in the Barcode
  Required
Action
Write
- PDF File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- Searched Text
  Required
- New Text
- Input Url
  Required
- Page Sequence
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- Specify File Name
- PDF/A Compliance
  Required
Action
Write
- Format Type
  Required
- Currency
- Reference Type
- Language Type
- Separator Line
- Amount
- IBAN
  Required
- Creditor Address Type
  Required
- Creditor Name
  Required
- Creditor:Street Name or Address Line 1
- Creditor: Building Number or Address Line 2
- Creditor City
- Creditor Postal Code
- Ultimate Debtor Address Type
- Ultimate Debtor Name
- Ultimate Debtor:Street Name or Address Line 1
- Ultimate Debtor : Building Number or Address Line 2
- Ultimate Debtor City
- Ultimate Debtor Postal Code
- Reference
- Unstructured Message
- Billing Info
- AV1 Parameters
- AV2 Parameters
Action
Write
- File
- File Name
- Input Format
  Required
- Output Mode
  Required
- Invoice Csv Data
- Invoice Xml Data
- Invoice Json Data
- Conformance Level (Deprecated)
- Zugferd Version
  Required
- Render InvoiceO n Pdf
- Language
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- Crop Type
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- Page Sequence
Action
Write
- File
  Required
- Specify File Name
- Certificate File
  Required
- Certificate Password
  Required
- Pages
  Required
- Signer Name
- Sign Reason
- Sign Location.
- Height
- Width
- Horizontal Margin
- Vertical Margin
- Visible
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
Action
Write
- File
  Required
- File Name
- Json Input
- Worksheet Name
- Insert From Row
- Insert From Column
- Table Name
- Row Number
- Convert Numeric And Date
- Date Format
- Numeric Format
- Ignore Attribute Titles
- Ignore Null Values
- Culture Name
Action
Write
- File (Either provide a File or File URL)
- File URL (Either provide a File or File URL)
- File Name
- Watermark Text
  Required
- Font Family
- Text Size
- IsBold
- IsItalic
- Text Color
- Transparency
- Rotation Angle
- Worksheet Names
- Worksheet Indexes
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Watermark ID
- Worksheet Names
- Worksheet Indexes
- Culture Name
Action
Write
- File (Either provide a File or File URL)
- File URL (Either provide a File or File URL)
- File Name
- Worksheet Name
- Has Header Row
- First Row
- Last Row
- First Column
- Last Column
- Exclude Empty Rows
- Export Values As Text
- Export Values As Text
- Hyperlink Format
- Export As Object
- Exclude Hidden Rows
- Exclud Hidden Columns
- Culture
Action
Write
- File (Either provide a File or File URL)
- File URL (Either provide a File or File URL)
- File Name
- Culture Name
- Number of Input Phrases
  Required
Action
Write
- File
  Required
- File Name
- Worksheet Numbers
- Merge Key Columns
- Output Format
Action
Write
- Template (Either provide Template or Template URL)
- Template URL (Either provide Template or Template URL)
- Template Name
- JSON Data
- Strict JSON Strings
- Culture & Language Settings
- Calculate Formulas
- Worksheet Indexes
- Quote Prefix To Style
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Excel Password
- Protect Workbook
- Protect Workbook Password
- Protect Worksheets
- Worksheet Protection Password
- Worksheets-By Name
- Worksheets-By Index
- Worksheet Protection Type
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Secure On Open Password
- Workbook Protection Password
- Worksheet Protection Password
- Worksheets-By Name
- Worksheets-By Index
- Culture Name
Action
Write
- File
  Required
- Specify File Name
- Select PDF4me-Workflow
  Required
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
- Pages
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
Action
Write
- File (Either provide a File or File URL)
- File URL (Either provide a File or File URL)
- File Name
- Extract Mode
  Required
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Start Page Number
  Required
- End Page Number
  Required
- Remove Comments
- Remove Header Footer
- Accept Changes
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
- Input Type
Action
Write
- File
  Required
- File Name
- Flip Orientation
Action
Write
- Template File (Either provide Template File or Template File URL)
- Template File URL (Either provide Template File or Template File URL)
- Template File Name
- Template File Type
  Required
- Input Data Format Type
  Required
- Input Data Type
  Required
- Meta Data
- Keep Pdf Editable
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- File Name
- Days
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
- Number of Highlights
  Required
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- File Name
- Compression Type
Action
Write
- Files (Either provide Files or File URLs)
- File URLs (Either provide Files or File URLs)
- Output File Name
Action
Write
- Files
  Required
- Orientation
  Required
- Output File Name
Action
Write
- File
  Required
- File Name
- Optimization Level
- Culture Name
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Paper Size
- Columns per Page
  Required
- Rows per Page
  Required
- Print Profile
Action
Write
- File (Either provide a File or File URL)
- File URL (Either provide a File or File URL)
- File Name
- AI Analyzer Name (Deprecated)
- AI Analyzer Id
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Additional Fields
- Customization Note
Action
Write
- File
  Required
- Specify File Name
- Owner Password
- User Password
- Permission
  Required
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Select barcode types
  Required
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- Specify File Name
- Replace Text
  Required
- Image File
  Required
- Image Height
- Image Width
- Pages
  Required
Action
Write
- File
  Required
- File Name
- Image Resize Type
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
- Rotate Direction
  Required
Action
Write
- File
  Required
- Specify File Name
- Rotate Direction
  Required
- Page Number
  Required
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
- Sign Image File (Either provide Image File or Image File URL)
- Sign Image File URL (Either provide Image File or Image File URL)
- Sign image file name
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- Specify File Name
- Split Type
- Split File Naming
Action
Write
- File (Either provide File or File URL)
- File URL (Either provide File or File URL)
- File Name
- Search Text
  Required
- Select Split Type
  Required
- Split File Naming
Action
Write
- File (Either provie File or File URL)
- File URL (Either provie File or File URL)
- Specify File Name
- Text
  Required
- Font Name
- Font Size
  Required
- Font Color
- Bold
- Underline
- Italics
- Rotate
- Pages
  Required
- Horizontal Alignment
  Required
- Vertical Alignment
  Required
- Horizontal Margin
- Vertical Margin
- Transparency
- Set to Background
- Set Transverse
- Fit Text To Page
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
- HeadingLevels
- Use Hyperlinks
- Hide Tab Leader
- Use Upper case
- Culture Name
Action
Write
- File (Either provide a File or a File URL)
- File URL (Either provide a File or a File URL)
- File Name
Action
Write
- File
  Required
- File Name
- Culture Name
Action
Write
- File
  Required
- File Name
- Number of Input Boxes
  Required
- Culture Name
Action
Write

For AI agents & developers

Use Close and PDF4me with AI agents and code

Beyond Zap workflows. Call Close and PDF4me actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Close and PDF4me actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Address to Lead
Add Attachment to PDF

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Close and PDF4me actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* close / pdf4me action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Close and PDF4me to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Close on the Zapier blog

Make work flow with AI

Level up your Close to PDF4me integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

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Call Tracking

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CRM (Customer Relationship Management)

About PDF4me

PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.

Learn moreLearn moreHelpHelp

Related categories

Documents

Connect Close and PDF4me to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Close and PDF4me with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Close and PDF4me to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Close on the Zapier blog

4 Close automation ideas

Make work flow with AI

Connect Close to PDF4me on the world's largest no-code automation platform