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InvoiceXpress + Close Integrations

How to connect InvoiceXpress + Close

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Supported triggers and actions

What does this mean?
  • InvoiceXpress triggers, actions, and search
    Cancel Invoice
    Cancels a
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Cancel Invoice-Receipt
    Cancels an
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Cancel VAT MOSS Invoice
    Cancels a
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Create Invoice
    Creates a new
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Create Invoice-Receipt
    Creates a new
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Create VAT MOSS Invoice
    Creates a new
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Delete Draft Invoice
    Deletes a
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Delete Draft Invoice-Receipt
    Deletes a
    Action
    Write
  • InvoiceXpress

    Deletes a

    Scheduled

    Action

  • InvoiceXpress

    Finalizes an existing

    Scheduled

    Action

  • InvoiceXpress

    Finalizes an existing

    Scheduled

    Action

  • InvoiceXpress

    Finalizes an existing

    Scheduled

    Action

  • InvoiceXpress

    Generates a PDF from a specified

    Scheduled

    Action

  • InvoiceXpress

    Marks an existing

    Scheduled

    Action

  • InvoiceXpress

    Marks an existing

    Scheduled

    Action

  • InvoiceXpress

    Sends an

    Scheduled

    Action

  • InvoiceXpress

    Updates an

    Scheduled

    Action

  • InvoiceXpress

    Updates an

    Scheduled

    Action

  • InvoiceXpress

    Updates a

    Scheduled

    Action

  • InvoiceXpress

    Returns a specific client.

    Scheduled

    Action

  • InvoiceXpress

    Returns a specific invoice.

    Scheduled

    Action

  • Close

    Triggers when a new call recording or voicemail is added to Close.

    Instant

    Trigger

  • Close

    Triggers when a new Call is created or completed.

    Instant

    Trigger

  • Close

    Triggers when a new Contact is added to a Contact Smart View.

    Scheduled

    Trigger

  • Close

    Triggers when a new contact is created.

    Instant

    Trigger

  • Close

    Triggers when a Custom Activity is created or updated.

    Instant

    Trigger

  • Close

    Triggers when a new incoming Email is created or an outgoing Email is sent.

    Instant

    Trigger

  • Close

    Triggers when a new Export is created or completed.

    Instant

    Trigger

  • Close

    Triggers when a new item appears in your Close inbox.

    Instant

    Trigger

  • Close

    Triggers when a new lead is created.

    Instant

    Trigger

  • Close

    Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

    Instant

    Trigger

  • Close

    Triggers when a new lead is added to a search query or Smart View.

    Scheduled

    Trigger

  • Close

    Triggers when a Meeting is scheduled, started, completed, or canceled.

    Instant

    Trigger

  • Close

    Triggers when a new membership is added to or removed from your Close organization.

    Instant

    Trigger

  • Close

    Triggers when a new event is created.

    Instant

    Trigger

  • Close

    Triggers when a new Note is created.

    Scheduled

    Trigger

  • Close

    Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

    Instant

    Trigger

  • Close

    Triggers when a new opportunity is added.

    Instant

    Trigger

  • Close

    Triggers when a contact is subscribed to a sequence, when a sequence subscription is paused, resumed, finished, has reached its goal, or has encountered an error.

    Instant

    Trigger

  • Close

    Triggers when a new inbound SMS is created or an outbound SMS is sent.

    Instant

    Trigger

  • Close

    Triggers when a new task is created or completed.

    Instant

    Trigger

  • Close

    Adds an address to a lead.

    Scheduled

    Action

  • Close

    Delete logged call.

    Scheduled

    Action

  • Close

    Delete an email on a lead.

    Scheduled

    Action

  • Close

    Deletes a single email address from an existing contact.

    Scheduled

    Action

  • Close

    Exports an activity overview or an activity comparison report to a CSV file.

    Scheduled

    Action

  • Close

    Merges one lead into another lead.

    Scheduled

    Action

  • Close

    Runs an activity overview report for your organization.

    Scheduled

    Action

  • Close

    Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".

    Scheduled

    Action

  • Close

    Creates a new bulk email.

    Scheduled

    Action

  • Close

    Creates a new bulk sequence subscription action.

    Scheduled

    Action

  • Close

    Creates a new call.

    Scheduled

    Action

  • Close

    Creates a new Contact.

    Scheduled

    Action

  • Close

    Creates a new Custom Activity.

    Scheduled

    Action

  • Close

    Creates a new email.

    Scheduled

    Action

  • Close

    Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.

    Scheduled

    Action

  • Close

    Invites a user to join your Close organization.

    Scheduled

    Action

  • Close

    Creates a New Lead

    Scheduled

    Action

  • Close

    Creates a new note.

    Scheduled

    Action

  • Close

    Find the total number of leads in a given query.

    Scheduled

    Action

  • Close

    Runs an Opportunity Funnel report for your organization.

    Scheduled

    Action

  • Close

    Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.

    Scheduled

    Action

  • Close

    Creates a new opportunity.

    Scheduled

    Action

  • Close

    Runs a sent email report for your organization.

    Scheduled

    Action

  • Close

    Subscribes a contact to a sequence.

    Scheduled

    Action

  • Close

    Creates a new Lead Smart View.

    Scheduled

    Action

  • Close

    Creates a new SMS.

    Scheduled

    Action

  • Close

    Runs a status change report for your organization.

    Scheduled

    Action

  • Close

    Creates a new Task.

    Scheduled

    Action

  • Close

    Select a random user from your organization.

    Scheduled

    Action

  • Close

    Turn on and off call forwarding for a specific number.

    Scheduled

    Action

  • Close

    Updates an existing Call.

    Scheduled

    Action

  • Close

    Updates an existing Contact.

    Scheduled

    Action

  • Close

    Updates an exisiting Custom Activity.

    Scheduled

    Action

  • Close

    Updates an existing Lead.

    Scheduled

    Action

  • Close

    Updates an existing Note.

    Scheduled

    Action

  • Close

    Updates an existing Opportunity.

    Scheduled

    Action

  • Close

    Updates an existing Sequence Subscription.

    Scheduled

    Action

  • Close

    Updates an existing Lead Smart View.

    Scheduled

    Action

  • Close

    Updates an existing Task.

    Scheduled

    Action

  • Close

    Find an existing call.

    Scheduled

    Action

  • Close

    Find a Connected Account you can use to send emails.

    Scheduled

    Action

  • Close

    Finds an existing contact.

    Scheduled

    Action

  • Close

    Finds an existing Custom Activity.

    Scheduled

    Action

  • Close

    Find an existing lead.

    Scheduled

    Action

  • Close

    Find an existing note.

    Scheduled

    Action

  • Close

    Find an existing Opportunity.

    Scheduled

    Action

  • Close

    Find an existing sequence subscription.

    Scheduled

    Action

  • Close

    Find an existing task.

    Scheduled

    Action

  • Close

    Find an existing Close user.

    Scheduled

    Action

  • Close

    Find or Create Contact

    Scheduled

    Action

  • Close

    Find or Create Custom Activity

    Scheduled

    Action

  • Close

    Find or Create Lead

    Scheduled

    Action

  • Close

    Find or Create Note

    Scheduled

    Action

  • Close

    Find or Create Opportunity

    Scheduled

    Action

  • Close

    Find or Create Task

    Scheduled

    Action

How InvoiceXpress + Close Integrations Work

  1. Step 1: Authenticate InvoiceXpress and Close.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
invoicexpress logo
invoicexpress logo

About InvoiceXpress

InvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.

Related categories

  • Accounting
close logo
close logo

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 more

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