Create integrations between Katana and Close to automate any workflow
WHEN THIS HAPPENS
An event that starts an automationAUTOMATICALLY DO THIS
An event a Zap performs after it startsEndless possibilities
Create your first workflow
Quickly automate workflows with Katana and Close using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
NameRequired
E-mail address
Phone number
Comment
Search ByRequired
Search TermRequired
New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItContact Smart View IDRequired
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Customer IDRequired
Order NumberRequired
Location
Created DateRequired
Delivery Date
Variant SkuRequired
QuantityRequired
Price Per UnitRequired
Tax Rate IdRequired
Search ByRequired
Search TermRequired
NameRequired
E-mail address
Phone number
Comment
Direction
Completed?
Try ItNew Contact
Triggers when a new contact is created.
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Related categories
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.