Close Help & Support

What Triggers and Actions are Supported?

Supported Triggers#

  • New Email - Triggers when a new incoming Email is created or an outgoing Email is sent.
  • New Lead in Status - Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
  • New Event - Triggers when a new event is created.
  • New Export - Triggers when a new Export is created or completed.
  • New Call Recording - Triggers when a new call recording or voicemail is added to Close.
  • New Opportunity in Status - Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
  • New Lead in Search Query / Smart View - Triggers when a new lead is added to a search query or Smart View.
  • New Task - Triggers when a new task is created or completed.
  • New Note - Triggers when a new Note is created.
  • New Inbox Item - Triggers when a new item appears in your Close inbox.
  • New Contact - Triggers when a new contact is created.
  • New Call - Triggers when a new Call is created or completed.
  • New Membership Added or Removed - Triggers when a new membership is added to or removed from your Close organization.
  • New Lead - Triggers when a new lead is created.
  • New SMS - Triggers when a new inbound SMS is created or an outbound SMS is sent.
  • New Opportunity - Triggers when a new opportunity is added.
  • New or Updated Email Sequence Subscription - Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, or when an email sequence subscription is finished.

Supported Actions#

  • Run Sent Email Report - Runs a sent email report for your organization.
  • Create Invite - Invites a user to join your Close organization.
  • Update Call - Updates an existing Call.
  • Create Smart View - Creates a new Smart View.
  • Create Opportunity - Creates a new opportunity.
  • Update Task - Updates an existing Task.
  • Create Call - Creates a new call.
  • Create Note - Creates a new note.
  • Create Email - Creates a new email.
  • Update Smart View - Updates an existing Smart View.
  • Update Opportunity - Updates an existing Opportunity.
  • Delete Email Address From Contact - Deletes a single email address from an existing contact.
  • Select Random User - Select a random user from your organization.
  • Run Opportunity Report - Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in
  • Update Lead - Updates an existing Lead.
  • Subscribe Contact to Email Sequence - Subscribes a contact to an email sequence.
  • Create Lead - Creates a new lead (with line items support).
  • Delete Email - Delete an email on a lead.
  • Create SMS - Creates a new SMS.
  • Update Email Sequence Subscription - Updates an existing Email Sequence Subscription.
  • Run Status Change Report - Runs a status change report for your organization.
  • Update Note - Updates an existing Note.
  • Create Task - Creates a new Task.
  • Delete Logged Call - Delete logged call.
  • Create Bulk Sequence Subscription Action - Creates a new bulk sequence subscription action.
  • Run Activity Overview Report - Runs an activity overview report for your organization.
  • Add Address to Lead - Adds an address to a lead.
  • Create Export - Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
  • Create Bulk Email - Creates a new bulk email.
  • Create Contact - Creates a new Contact.
  • Toggle Forwarding on Phone Number - Turn on and off call forwarding for a specific number.
  • Merge Two Leads - Merges one lead into another lead.
  • Update Contact - Updates an existing Contact.
  • Export Activity Report to CSV - Exports an activity overview or an activity comparison report to a CSV file.
  • Create Bulk Action - Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".

Supported Searches#

  • Find Opportunity - Find an existing opportunity.
  • Find Call - Find an existing call.
  • Find Number of Leads in Query - Find the total number of leads in a given query.
  • Find Email Sequence Subscription - Find an existing email sequence subscription.
  • Find Note - Find an existing note.
  • Find Task - Find an existing task.
  • Find Lead - Find an existing lead.
  • Find Contact - Finds an existing contact.
  • Find User - Find an existing Close user.
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How to Get Started with

About's Integration#

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Give your account a title

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Common Problems with

I want to trigger off of a completed task#

You can use the New Task trigger to do this by selecting this in the trigger set up:

Getting an "Unauthorized" Error when using the Create Lead Action# gives an "Unauthorized" error when the user doesn't have access to a particular lead ("lead_id"). This also applies to deleted leads since technically they're not accessible.

Tasks are not being added to Lead#

Make sure the due date is in a valid ISO 8601 format.

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