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Close
Close
SchoolMaker
SchoolMaker
1. Select the event
App
Close
Choose a trigger A trigger is the event that starts your Zap—like a "New Call Recording" from Close.
Add your action An action happens after the trigger—such as "Complete File Upload" in SchoolMaker.
You’re connected! Zapier seamlessly connects Close and SchoolMaker, 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.
Triggers Actions Triggers & Actions
New Call Recording Triggers when a new call recording or voicemail is added to Close.
Try It New Call Triggers when a new Call is created or completed.
Try It New Contact Triggers when a new contact is created.
Try It New or Updated Custom Object Triggers when a Custom Object is created or updated.
Custom Object TypeRequired
Try It New Export Triggers when a new Export is created or completed.
Try It New Inbox Item Triggers when a new item is created in your Inbox, Done, or Future folder
Try It New Lead in Status Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
New Status ID
Old Status ID
Trigger on Lead Creation
Try It New Meeting Triggers when a Meeting is scheduled, started, completed, canceled, or declined.
Try It New Event Triggers when a new event is created.
Try It New Opportunity in Status Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
Try It New or Updated Workflow Subscription Triggers when a contact is subscribed to a workflow, when a workflow subscription is paused, resumed, finished, has reached its goal, or has encountered an error.
Try It New Task Triggers when a new task is created or completed.
Completed?
Assigned to User
Try It New WhatsApp Message Triggers when a new inbound WhatsApp message is created or an outbound WhatsApp message is sent.
Try It Create WhatsApp Message Creates a new WhatsApp message.
External WhatsApp Message IDRequired
Integration Link
Response To Activity ID
Activity At
Attachments
Send to Inbox
Delete Email Delete an email on a lead.
Export Activity Report to CSV Exports an activity overview or an activity comparison report to a CSV file.
Run Activity Overview Report Runs an activity overview report for your organization.
Create Bulk Email Creates a new bulk email.
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Email Acccount
Create Call Creates a new call.
Contact ID
Phone Number
Direction
Duration
Outcome
Text
Recording URL
User ID
Create Contact Creates a new Contact.
Create Custom Object Creates a new Custom Object.
Custom Object TypeRequired
Custom Object NameRequired
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 Lead Creates a New Lead
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
Find Number of Leads in Smart View Find the total number of leads in a given Smart View.
Lead Smart View or (deprecated) Search QueryRequired
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 Close.
Run Sent Email Report Runs a sent email report for your organization.
Create Lead Smart View Creates a new Lead Smart View.
Run Status Change Report Runs a status change report for your organization.
Select Random User Select a random user from your organization.
Group(s) to Select From
Availability
Toggle Forwarding on Phone Number Turn on and off call forwarding for a specific number.
Call Forwarding Enable/DisableRequired
Forward to Number
Update Call Updates an existing Call.
Contact
Text
Phone Number
Duration
Outcome
Recording URL
Update Custom Activity Updates an exisiting Custom Activity.
Custom Activity IDRequired
Custom Activity TypeRequired
Status
Pinned
Update Lead Updates an existing Lead.
Company Name
Description
Url
Status
Update Opportunity Updates an existing Opportunity.
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
Attachments
Update Lead Smart View Updates an existing Lead Smart View.
API Request (Beta) This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Find Connected Account Find a Connected Account you can use to send emails.
Copy_text
User ID
From Email Or Domain
From Name
Find Custom Activity Finds an existing Custom Activity.
Find Group Find an existing Group.
Find Meetings Find existing Meetings.
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
Find Opportunities Find existing Opportunities.
Find Task Find an existing task.
Assigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Find WhatsApp Messages Find existing WhatsApp Messages.
Find or Create Custom Activity Find or Create Custom Activity
Find or Create Lead Find or Create Lead
Find or Create Opportunity Find or Create Opportunity
Find or Create WhatsApp Message Find or Create WhatsApp Message
Step Completed Triggers when a member completes a Step in your school.
Try It Gamification Level Passed Triggers when a member reaches a new level by posting in the community.
Try It Member Joining Offer Triggers when a new member access is created.
Try It Complete File Upload Attaches a previously uploaded image, PDF or audio file.
Prepare File Upload Prepares an image, PDF or audio upload.
Consultation Categories List accessible consultation categories in this school.
Create a Coaching Appointment Creates an appointment with selected members and coaches.
Description
Duration (Hours)
Duration (Minutes)
Published
Member Participants
Coaches
Create Comment Create a comment as the connected account on an accessible open community post.
Create Lesson Create a lesson in SchoolMaker.
Description
Body
Content Format
Position
Is Progression Locked
Is Published
Settings Embed Wistia
Settings Embed Vimeo
Settings Embed Youtube
Settings Embed Loom
Settings Embed Code
Embed Code
Lesson Type
Drip Delay
Create Post Create a community post as the connected account in an accessible open category.
Create Section Create a section in SchoolMaker.
Description
Drip Delay
Position
Section Group Position
Is Published
Section Group ID
Create Step Create a step in SchoolMaker.
Position
Description
Content Format
Quiz (JSON)
Fields (JSON)
Form Description
Is Published
Min Duration
Max Duration
Is Optional
Action Type
Reviewer IDs
Unlock Badge ID
Miscellaneous Permanent Action Type
Miscellaneous Link Action Type
Miscellaneous Input Text Action Type
Miscellaneous Textarea Action Type
Miscellaneous Post Action Type
Miscellaneous Topic Action Type
Miscellaneous Topic Title Option
Miscellaneous Milestone Requires Review Option
Miscellaneous Milestone Action Type
Miscellaneous Milestone Text Proof Label Option
Optional Topic Post Body Template
Miscellaneous Milestone Triggers Testimonial Toggle Option
Miscellaneous Milestone Triggers Testimonial Text Option
Miscellaneous Accept Rich Text Option
Miscellaneous Title Form
Miscellaneous Display Type Form
Delete Member Deletes the member from the database. All their data will be lost and will NOT be recoverable in any way. If you may need to reinstate this member in the future, you should use the "Suspend" action instead.
Delete Program Moves a program to SchoolMaker Trash.
Delete Section Group Permanently deletes the section group and moves its sections to Trash. The last group in a program cannot be deleted.
Duplicate Lesson Duplicate a lesson in SchoolMaker.
Name
Idempotency Key
Destination Section ID
Duplicate Program Starts a background copy of a program. Returns an operation ID and status; the copy may still be pending.
Duplicate Step Duplicate a step in SchoolMaker.
Name
Idempotency Key
Destination Lesson ID
Get Member Audit Read a member audit by ID or email in the connected school.
Page
Per Page
ID
Email
Lessons Page
List Badges List badges in this school, up to 30 per page.
List Comments List comments of an accessible community post, up to 30 per page.
List Lessons List accessible lessons.
List Posts List accessible community posts, newest activity first, up to 30 per page.
Page
Per Page
Category ID
Solved
Query
List Section Groups List accessible groups in a program, ordered by position.
List Testimonials List testimonials in SchoolMaker.
Page
Per Page
Product ID
Member ID
Email
Send Conversation Message Sends a message from a user account to an existing conversation group in your school.
Conversation Group IDRequired
Set Member Ban Sets the ban status of a member. When a member is banned, they no longer have access to the school's community features.
Set Offer Details Updates offer settings, prices and access targets. Omitted values remain unchanged.
Name
Description
Is Published
Title
Long Description
Is Access Program Shown
Is Search Engine Indexing Enabled
Max Purchase Amount
Trial Period Days
Trial Period Days Multiplier
Settings Allow Multiple Purchase
Accesses Attributes (JSON)
Prices Attributes (JSON)
Content Format
Fields to Clear
Update Consultation Update a consultation question.
Title
Body
Category ID
Tag IDs
Treated At
Is Ready
Fields to Clear
Update Lesson Update a lesson in SchoolMaker.
Name
Description
Body
Content Format
Position
Is Progression Locked
Is Published
Settings Embed Wistia
Settings Embed Vimeo
Settings Embed Youtube
Settings Embed Loom
Settings Embed Code
Embed Code
Lesson Type
Drip Delay
Section ID
Fields to Clear
Update Quiz Edit a quiz step in SchoolMaker.
Update Section Group Rename or reorder a section group.
Name
Position
Fields to Clear
Get Admin/Moderator Details Retrieves details of a selected admin/moderator.
Get All Coaching Types Retrieves all coaching types.
Get Leaderboard Retrieves leaderboard rankings, optionally filtered by time range, community space and minimum points.
Time Range
Minimum Points
Community Space ID
Maximum Results
List Members Lists school members with access, points, level, coaching usage and name/email filters. Returns one page of up to 25 members.
Product ID
Offer ID
Page
Consultation Category ID
Live Category ID
Coaching Type ID
Ai Assistant ID
Min Points
Max Points
Min Level
Max Level
Min Coaching Used
Max Coaching Used
Query
Get Member Progress Retrieves all programs and progresses of a selected member.
List Offers Retrieves all offers of your school.
Get Post Read an accessible community post, including rendered HTML body, author details, category_id, is_closed, selected_solution_comment_id, total comment_count including nested replies, last_activity_at and URL.
List Programs Lists school programs. Optionally filter by member ID or email to include that member's accessible programs and progress.
Get Section Group Read a section group name, parent program and position.
Get Testimonial Get testimonial in SchoolMaker.
New Call Transcript Triggers when a new call or voicemail transcript is added to Close.
Try It New Contact in Contact Smart View Triggers when a new Contact is added to a Contact Smart View.
Try It Published Custom Activity Triggers when a Custom Activity is published (saved).
Try It New Email Triggers when a new incoming Email is created or an outgoing Email is sent.
Direction
Template ID
User ID
Try It New Form Submission Triggers when a new Form Submission is created.
Try It New Lead Triggers when a new lead is created.
Try It New Lead in Smart View Triggers when a new lead is added to a Smart View.
Try It New Membership Added or Removed Triggers when a new membership is added to or removed from your Close organization.
Try It New Note Triggers when a new Note is created.
Try It New Opportunity Triggers when a new opportunity is added.
Status ID
Status Label
Status Type
Value Period
Assigned to User
Try It New SMS Triggers when a new inbound SMS is created or an outbound SMS is sent.
Try It New Unsubscribed Email Triggers when a new email address is unsubscribed from Close.
Try It Add Address to Lead Adds an address to a lead.
Address Label
Address 1
Address 2
City
State
Zipcode
Country
Delete Logged Call Delete logged call.
Delete Email Address From Contact Deletes a single email address from an existing contact.
Merge Two Leads Merges one lead into another lead.
Destination Lead IDRequired
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".
Lead Smart View or (deprecated) Search QueryRequired
Create Bulk Workflow Subscription Action Creates a new bulk workflow subscription action.
Smart View or (deprecated) Search QueryRequired
Workflow ID
Create Call Task Creates a new Call Task.
Create Custom Activity Creates a new Custom Activity.
Custom Activity TypeRequired
Created By User
Pinned
Create Email Creates a new email.
Contact
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
Email Thread ID
Attachments
Add User Adds a new user to your Close organization.
Create Note Creates a new note.
Run Opportunity Funnel Report Runs an Opportunity Funnel report for your organization.
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
Create Opportunity Creates a new opportunity.
Lead
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
Subscribe Contact to Workflow Subscribes a contact to a Workflow.
Create SMS Creates a new SMS.
Contact ID
Date Created
Date Scheduled
Text
Template
Attachments
Create Task Creates a new Task.
Assigned To
Contact
Date
Is Complete
Resubscribe Email Resubscribes an email address.
Unsubscribe Email Unsubscribes an email address.
Update Contact Updates an existing Contact.
Update Custom Object Updates an existing Custom Object.
Custom Object TypeRequired
Custom Object Name
Update Note Updates an existing Note.
Update Workflow Subscription Updates an existing Workflow Subscription.
Update Task Updates an existing Task.
Assigned To
Contact
Text
Date
Is Complete
Find Call Find an existing call.
Direction
Note
User ID
Date Range
Outcome
Find First Call on Lead
Lead ID
Or Search by Call ID
Find Contacts Find existing Contacts.
Find Custom Objects Find an existing Custom Objects.
Find Lead Find an existing lead.
Find Note Find an existing note.
Find Workflow Subscription Find an existing workflow subscription.
Workflow
Contact ID
Lead ID
Find User Find an existing Close user.
Full Name
Email
Or Search by User ID
Find or Create Contact Find or Create Contact
Find or Create Custom Object Find or Create Custom Object
Find or Create Note Find or Create Note
Find or Create Task Find or Create Task
Assigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
Contact
Date
Is Complete
Conversation Message Received Triggers when a user receives a message in a conversation group in your school.
Try It Step Pending Triggers when a member submits an answer.
Try It Member Inactivity Triggers when a member is inactive for a certain period of time.
Try It New Payment Triggers when a member successfully paid for an offer.
Try It Award Badge Award a badge to a member in this school.
Badge ID
Badge Name
Member ID
Email
Set a Drip Boost Updates the drip boost value for a specific member in a specific offer.
Consultation Tags List existing consultation tags in this school, with IDs and names, up to 30 per page.
Create Badge Create a badge with a unique name of at most 50 characters.
Create Consultation Create a consultation question as the connected account.
Create Offer Create offer in SchoolMaker.
Title
Description
Long Description
Is Published
Is Access Program Shown
Is Search Engine Indexing Enabled
Max Purchase Amount
Trial Period Days
Trial Period Days Multiplier
Settings Allow Multiple Purchase
Accesses Attributes (JSON)
Prices Attributes (JSON)
Content Format
Create Program Creates a program with its publication, question, and reviewer settings.
Create Section Group Create an empty group in a program using the UI defaults and validation.
Delete Lesson Delete a lesson in SchoolMaker.
Delete Offer Delete offer in SchoolMaker.
Delete Section Delete a section in SchoolMaker.
Delete Step Delete a step in SchoolMaker.
Duplicate Offer Duplicate an offer as unpublished, with no members.
Name
Include Accesses
Include Pricing
Duplicate Section Duplicate a section.
Generate Badge Image Queue AI image generation for an existing badge.
Get Member Details Retrieves details of a selected member.
List Categories List accessible published community categories in this school, including program-internal question categories.
List Consultations List accessible consultation questions, up to 30 per page.
List Offer Elements List offer elements.
List Sections List accessible sections.
Page
Per Page
Query
Section Group ID
List Steps List accessible steps.
Set Offer Access for a Member / Add New Member Change member access status settings or add a new member.
Create a Conversation Creates a conversation and send a message to recipients.
Conversation TitleRequired
Member ParticipantsRequired
Admin Participants
Sender ID
Set Member Suspend Set the suspension status of a member. When a member is blocked he will no longer have access to your school. If he is connected when you block him, he will be disconnected and will not be able to connect anymore. Blocked members are informed of their status by an error message when they try to log in.
Update Badge Update a badge name, emoji or image_type.
Name
Image Type
Emoji
Fields to Clear
Update Form Edit a form step and its fields.
Update Program Updates a program. Fields left empty keep their existing values.
Update Section Update a section in SchoolMaker.
Name
Description
Drip Delay
Position
Section Group Position
Is Published
Section Group ID
Program ID
Fields to Clear
Update Step Update a step in SchoolMaker.
Title
Position
Description
Content Format
Quiz (JSON)
Fields (JSON)
Form Description
Is Published
Min Duration
Max Duration
Is Optional
Action Type
Reviewer IDs
Unlock Badge ID
Miscellaneous Permanent Action Type
Miscellaneous Link Action Type
Miscellaneous Input Text Action Type
Miscellaneous Textarea Action Type
Miscellaneous Post Action Type
Miscellaneous Topic Action Type
Miscellaneous Topic Title Option
Miscellaneous Milestone Requires Review Option
Miscellaneous Milestone Action Type
Miscellaneous Milestone Text Proof Label Option
Optional Topic Post Body Template
Miscellaneous Milestone Triggers Testimonial Toggle Option
Miscellaneous Milestone Triggers Testimonial Text Option
Miscellaneous Accept Rich Text Option
Miscellaneous Title Form
Miscellaneous Display Type Form
Lesson ID
Fields to Clear
Get Badge Read a badge in this school, including image_type, emoji and image_url.
Get Consultation Read an accessible consultation question with its HTML body, category_id, author identity, tag_ids, is_ready and treated_at.
Get Lesson Read an accessible lesson, including its content.
Get Member Accesses Retrieves all member offer accesses.
Get Offer Details Retrieves specific offer.
Get Operation Read the status or result of your background operation.
Get Program Details Retrieves a program by ID. Optionally include member progress using a member ID or email.
Get Section Read an accessible section, including its content.
Get Step Read an accessible step, including its content.
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For AI agents & developers
Use Close and SchoolMaker with AI agents and code Beyond Zap workflows. Call Close and SchoolMaker 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 Close and SchoolMaker actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Connect Zapier MCP Typescript Call from code with the Zapier SDK Trigger Close and SchoolMaker 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({ /* close / schoolmaker 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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Learn how to automate Close on the Zapier blog
4 Close automation ideas To get the most out of Close, you need to integrate it with the rest of your tech stack and connect it automatically with your most essential revenue-building workflows. Here are five of the most popular ways to automate Close.
Make work flow with AI Level up your Close to SchoolMaker integration with AI. Extract, summarize, and transform your integration data with leading AI models like
OpenAI ,
Anthropic , and more.
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.
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SchoolMaker is an LMS with a focus on accountability and community.
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