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Start with a template that brings CurrentClient and iClosed together. Build enterprise-grade automation in minutes.

Our most popular template

Send texts in CurrentClient when calls are rescheduled in iClosed
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iClosed + CurrentClient
Send texts in CurrentClient when calls get cancelled in iClosed
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iClosed + CurrentClient

Send texts in CurrentClient when calls are rescheduled in iClosed

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iClosed + CurrentClient

Send texts in CurrentClient when calls get cancelled in iClosed

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iClosed + CurrentClient

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Zapier makes it easy to integrate CurrentClient with iClosed - no code necessary. See how you can get setup in minutes.

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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 CurrentClient.

Add your action

An action happens after the trigger—such as "Add Call Outcome" in iClosed.

You’re connected!

Zapier seamlessly connects CurrentClient and iClosed, 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 is available.
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Call Completed
Triggers when a call is completed.
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Text Received
Triggers when a new text message is received.
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- Contact Number
  Required
- Message
  Required
Action
Write
Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
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Instant
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- Call Outcome
  Required
- Trigger When Outcome is:
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- Final Status
  Required
- Wait for X Seconds
- Send Last Active Status?
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Instant
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- Trigger
  Required
Trigger
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- Event Type
  Required
Trigger
Instant
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Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
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- Contact ID
- Custom Field ID
Action
Write
- Event Call ID
  Required
- Cancel Reason
Action
Write
- Contact ID
  Required
- Notes
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Secondary Email
- Secondary Phone Number
- Status
Action
Write
- Email
- Phone Number
Action
Search
- Name
- Synced
- Email
- Phone Number
- Source
- Value
Action
Search

Call Transcript Completed
Triggers when a call transcript is completed.
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Missed Call
Triggers when an incoming call is not answered.
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New Voicemail
Triggers when a new voicemail is received.
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Instant
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- Custom Field ID
  Required
Trigger
Instant
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Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
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Instant
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- Event Type
  Required
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Instant
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Note Added
Triggers when a note is added.
Trigger
Instant
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- Trigger
  Required
Trigger
Instant
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- Outcome
  Required
Trigger
Instant
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- Event Call ID
  Required
- Outcome
  Required
- Notes
Action
Write
- Contact ID
  Required
- User ID
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- Event Name
Action
Write
- Contact Email
  Required
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact ID
  Required
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
Action
Search

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

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Customers have created over 25 million Zaps on the platform

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

Connect CurrentClient and iClosed 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.

Make work flow with AI

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

Learn about AI automation

About CurrentClient

CurrentClient is a modern phone app for compliant communication

HelpHelp

Related categories

Communication

About iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Connect CurrentClient and iClosed to power AI-driven automation

Launch your first automated workflow

Send texts in CurrentClient when calls are rescheduled in iClosed

Send texts in CurrentClient when calls get cancelled in iClosed

Send texts in CurrentClient when calls are rescheduled in iClosed

Send texts in CurrentClient when calls get cancelled in iClosed

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

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

Connect CurrentClient and iClosed 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

Make work flow with AI

Connect CurrentClient to iClosed on the world's largest no-code automation platform