Connect DoubleTick and iClosed to power AI-driven automation

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Choose a Trigger

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 "Message Received" from DoubleTick.

Add your action

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

You’re connected!

Zapier seamlessly connects DoubleTick 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.

Message Received
Triggers when a new message is received.
Trigger
Instant
Try It
- To
  Required
- Media Type
  Required
- Media Url
  Required
- Caption
Action
Write
- To
  Required
- Select Template
  Required
Action
Write
Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
Try It
- Call Outcome
  Required
- Trigger When Outcome is:
Trigger
Instant
Try It

- Final Status
  Required
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
Try It
- Trigger
  Required
Trigger
Instant
Try It

- Event Type
  Required
Trigger
Instant
Try It
Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
Try It
- 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

Message Status Update
Triggers when a message status is updated.
Trigger
Instant
Try It
- To
  Required
- Text
  Required
- Preview Url
Action
Write
- Custom Field ID
  Required
Trigger
Instant
Try It
Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
Note Added
Triggers when a note is added.
Trigger
Instant
Try It
- Trigger
  Required
Trigger
Instant
Try It
- Outcome
  Required
Trigger
Instant
Try It
- 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

For AI agents & developers

Use DoubleTick and iClosed with AI agents and code

Beyond Zap workflows. Call DoubleTick and iClosed 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 DoubleTick and iClosed actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Send WhatsApp Media Message
Add Call Outcome

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger DoubleTick and iClosed 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({ /* doubletick / iclosed 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.

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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 DoubleTick 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 DoubleTick 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 DoubleTick

DoubleTick let's you use WhatsApp Business API on mobile.

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Related categories

Communication

About iClosed

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

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