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Choose an Action
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Select a trigger from Close
A trigger is an event that starts your Zap and runs the workflow. For example, with Close, a trigger could be "New Call Recording."
Setup an action from Toky
An action is what takes place after the automation is triggered. For example, with Toky, the action could be "Create Contact."
That’s it! You just connected Close to Toky
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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.
triggers, actions, or triggers and actions
- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerInstant - Direction
- Completed?
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerInstant
- New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Try ItTriggerInstant - Contact Smart View IDRequired
Try ItTriggerPolling- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerInstant- Direction
- Template ID
- User ID
Try ItTriggerInstant
Learn how to automate Close on the Zapier blog
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.
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