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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 Close.

Add your action

An action happens after the trigger—such as "Create Companies" in e-manage|ONE.

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Zapier seamlessly connects Close and e-manage|ONE, 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 or voicemail is added to Close.
Trigger
Instant
Try It
- Direction
- Completed?
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Trigger Actions
  Required
- Custom Object Type
  Required
Trigger
Instant
Try It
- Completed?
Trigger
Instant
Try It

- Status ID
Trigger
Instant
Try It
- Limitations
- Lead Smart View
- (deprecated) Search Query
Trigger
Polling
Try It

- Added or Removed?
Trigger
Instant
Try It
- Note Contains Words Starting With...
Trigger
Polling
Try It
- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Lead ID
  Required
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Call ID
  Required
Action
Write
- Contact ID
  Required
- Email Address
  Required
Action
Write
- Source Lead ID
  Required
- Destination Lead ID
  Required
Action
Write
- Send Done Email
  Required
- Type
  Required
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Action Type
  Required
- Smart View or (deprecated) Search Query
  Required
- Workflow ID
- Send Done Email
  Required
Action
Write
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Write
- Export Type
  Required
- Format
  Required
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- 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
Action
Write
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- Name
  Required
- Query
  Required
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report Type
  Required
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Phone Number
  Required
- Call Forwarding Enable/Disable
  Required
- Forward to Number
Action
Write
- Call ID
  Required
- Contact
- Text
- Phone Number
- Duration
- Outcome
- Recording URL
Action
Write
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- Status
Action
Write
- Lead ID
  Required
- Company Name
- Description
- Url
- Status
Action
Write
- Opportunity ID
  Required
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
- Attachments
Action
Write
- Smart View ID
  Required
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
- Search by Custom Activity ID
Action
Search
- Group Name
- Group ID
Action
Search
- Result Limit
  Required
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
Action
Search
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Opportunity Lead ID
- Or Search by Opportunity ID
Action
Search
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
Action
Search
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
Action
Search
- Custom Activity Type
  Required
- Status
- Lead
  Required
- Search by Custom Activity ID
- Custom Activity Type
  Required
- Created By User
- Status
  Required
Action
Search or write
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
- 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
Action
Search or write
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Lead
- Or Search by Opportunity ID
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
Action
Search or write
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Search or write
New Contact Group Members
Triggers when a contact group members is created.
Trigger
Polling
Try It
New Contacts
Triggers when a contacts is created.
Trigger
Polling
Try It
New Marketing Campaigns
Triggers when a marketing campaigns is created.
Trigger
Polling
Try It
New Sales Leads
Triggers when a sales leads is created.
Trigger
Polling
Try It
- Corporate Division Id
  Required
- User Id
  Required
- Zip Code Id
  Required
- Address
  Required
- Location Name
  Required
- Company Name
  Required
- Address2
- Ext Zip
- Main Phone
- Main Fax
- Company Type
- All Salespeople
- Sales Territory
- Referred By
- Status
- Number Of Employees
- Market Type
- Credit Amount
- User1
- User2
- User3
- User4
- Web Site
- Create Date
- Deleted
- Deletion Date
- On Credit Hold
- Installation Vendor
- Sic
- Tax Exempt
- Mailing Address
- Mailing Address2
- Mailing Zip Code Id
- Expires
- Tax Code
- Update Url
- Default Bill To Remit To
- Default Bill To Attention
- Registered Account
- Default Terms
- Default Apaccount
- Default Markup
- Is Warehouse
- Is Furniture Dealer
- Is Architect
- Old Company Id
- Toll Free
- Cust Disc
- Dump Fee
- Ofdaenterprise Name
- Ofdaenterprise Code
- Allow Other Divisions
- Latitude
- Longitude
- Default Ship To
- Default Stattention
- Ofdatype
- Is Reference
- Can Visit
- Reference Contact
- Cross Streets
- Neighborhood
- Sends Acknowledgement
- Reporting Method
- Qbtax Code
- Qbtax Item
- Resale Certificate
- Mark For Qbsync
- Pos Are Internal
- Default Deliver To
- Default Deliver To Attention
- Credit Hold By
- Credit Hold Reason
- Credit Hold Date
- Default Wipaccount
- Web Code
- Ofdausername
- Ofdabill Account
- Ofdaship Account
- Contract Name
- Bill Name
- Order Name
- Transaction Name
- Ofdadealer Order Contact
- Ofdadelivery Appt Contact Id
- Ofdadelivery Site Contact Id
- Ofdaship Services
- Ofdaend User Account
- Ofdaend User Company Id
- Ofdaend User Contact Id
- Ofdadealer Account
- Vendor Commission Sales Account
- Is Comship To
- Scheduling Email
- Is Direct Bill
- Vendor Commission
- Commission Use Margin
- Does Not Require Physical Po
- Charges Freight
- Verified Company Name
- Verified Address1
- Verified Address2
- Verified City
- Verified State
- Verified Zip Plus4
- Last Verification Date
- Verification Count
- Verification Return Code
- Change Vendor
- Qbcurrency
- Freight Cap
- Freight Cap Use Cost
- Freight Min Charge
- Calc Freight Perc
- Calc Freight Use Cost
- Is Dump Site
- Default Credit Card Account Id
- Default Credit Card Class Id
Action
Write
- Group Name
  Required
- User Id
  Required
- Createdate
- Sync With Marketing
Action
Write
- Create Date
  Required
- Follow Up Type
  Required
- Original Date
  Required
- Join Field
  Required
- Deliver Immediately
- Regarding
- Type
- Created By
- Priority
- Priority Order
- User Id
- Sales Lead Id
Action
Write
- Decision Date
  Required
- Probability
  Required
- Project Status
  Required
- Project Type
  Required
- Project Name
  Required
- User Id
  Required
- Company Id
  Required
- Scope
  Required
- Sales Division
  Required
- Primary Sales Person
  Required
- Create Date
- Job Number
- Probability Percent
- Quote Date
- Approx Value
- Tax Exempt
- Gsa
- Order Type
- Contract Type
- Termsof Sale
- Ship Via
- Confirmed With
- Customer Po
- Requested Ship
- Requested Install Start
- Requested Complete
- Book Date
- Invoice Date
- Completed
- Completed Date
- Cancelled
- Cancelled By
- Cancelled Date
- Cancelled Reason
- Collaboration Project
- On Installation Calendar
- Send To Spacesaver
- Product Types
- Sales Lead Id
- Freeze Booking Credit
- Installation Completed On
- Requires Installation
- Actual Labor Commissionable
- Pool Company
- Install Report Printed On
- Expected Complete
- All Product Received
- All Product Received Date
- Registered Project
- Customer Type
- Hot Job
- User Submitted
- User Submitted Date
- Corporate Division Id
- Hot Job Reason
- Hot Job Assigned By
- Hot Job Date
- Web Customer
- On Hold
- On Hold Reason
- On Hold By
- On Hold Date
- Furniture Contact
- Architect Contact
- Project Manager
- Vendors On Project
- Next Touch Date
- Next Touch Type
- Job Num Extended
- Opp Notes
- Sales Stage
- Estimated Gp
- Designer
Action
Write
- User Id
  Required
- Contact Id
  Required
- Lead Number
- Create Date
- Project Id
- Salesperson
- Type
- Referred By
- Interest
- Deleted
- Deleted By
- Delete Date
- Deleted Reason
- Last Activity Date
- Lead Letter Date
- Lead Email Date
- Marketing Campaign Id
- Priority
- Next Event Date
- Next Event Type
- Next Eventregarding
- Next Follow Up Date
- Next Follow Up Type
- Next Follow Up Regarding
- Last Note Added
- Last Letter Merged
- Last Letter Name
- Status
- Approx Value
- Probability
- Decision Date
- Returned To Company
- Salesperson Returned
- Is Pending
- Pending User Id
- Pending Date
- Pending Reason
- Pending Reactivation Date
- Approved
- Next Touch Type
- Next Touch Date
Action
Write
- Contact Group Member Id
  Required
- Contact Group Id
- Contact Id
- Create Date
- User Id
Action
Write
- Contact Id
  Required
- Company Id
- Gender
- Salutation
- First Name
- Middle Name
- Last Name
- Last Name Suffix
- Contact Name
- Nick Name
- Title
- Department
- Extension
- Direct Phone
- Direct Fax
- Mobile Phone
- Mobile Carrier
- Pager Phone
- Home Phone
- Work Email
- Other Email
- Birthday
- Anniversary
- Spouse Name
- Contact Type
- Mailing List
- Deleted
- Deleted Date
- User Id
- Createdate
- Mail Stop
- Letter Date
- Tax Code
- Notes
- Pager Pin
- View List Pricing
- Accepts Sms
- Declined Web
- Web Disclaimer
- Old Contact Id
- Contact Status
- Google Contact Id
- Ofdadelivery Contact
Action
Write
- Marketing Campaign Id
  Required
- Marketing Campaign Name
- Campaign Cost
- Track From
- Track To
- User Id
- Create Date
- Deleted
- Sync With Marketing
Action
Write
- Record Type
  Required
Action
Write
- Only return results where companyId is EQUAL to this value.
- Only return results where companyName is EQUAL to this value.
- Only return results where locationName is EQUAL to this value.
- Only return results where address is EQUAL to this value.
- Only return results where address2 is EQUAL to this value.
- Only return results where zipCodeId is EQUAL to this value.
- Only return results where extZip is EQUAL to this value.
- Only return results where mainPhone is EQUAL to this value.
- Only return results where mainFax is EQUAL to this value.
- Only return results where companyType is EQUAL to this value.
- Only return results where allSalespeople is EQUAL to this value.
- Only return results where salesTerritory is EQUAL to this value.
- Only return results where referredBy is EQUAL to this value.
- Only return results where status is EQUAL to this value.
- Only return results where numberOfEmployees is EQUAL to this value.
- Only return results where marketType is EQUAL to this value.
- Only return results where creditAmount is EQUAL to this value.
- Only return results where user1 is EQUAL to this value.
- Only return results where user2 is EQUAL to this value.
- Only return results where user3 is EQUAL to this value.
- Only return results where user4 is EQUAL to this value.
- Only return results where webSite is EQUAL to this value.
- Only return results where userId is EQUAL to this value.
- Only return results where deleted is EQUAL to this value.
- Only return results where sic is EQUAL to this value.
- Only return results where mailingAddress is EQUAL to this value.
- Only return results where mailingAddress2 is EQUAL to this value.
- Only return results where taxCode is EQUAL to this value.
- Only return results where updateUrl is EQUAL to this value.
- Only return results where defaultBillToAttention is EQUAL to this value.
- Only return results where defaultTerms is EQUAL to this value.
- Only return results where oldCompanyId is EQUAL to this value.
- Only return results where tollFree is EQUAL to this value.
- Only return results where ofdaenterpriseName is EQUAL to this value.
- Only return results where ofdaenterpriseCode is EQUAL to this value.
- Only return results where corporateDivisionId is EQUAL to this value.
- Only return results where latitude is EQUAL to this value.
- Only return results where longitude is EQUAL to this value.
- Only return results where defaultStattention is EQUAL to this value.
- Only return results where ofdatype is EQUAL to this value.
- Only return results where referenceContact is EQUAL to this value.
- Only return results where crossStreets is EQUAL to this value.
- Only return results where neighborhood is EQUAL to this value.
- Only return results where reportingMethod is EQUAL to this value.
- Only return results where qbtaxCode is EQUAL to this value.
- Only return results where qbtaxItem is EQUAL to this value.
- Only return results where resaleCertificate is EQUAL to this value.
- Only return results where posAreInternal is EQUAL to this value.
- Only return results where defaultDeliverToAttention is EQUAL to this value.
- Only return results where creditHoldBy is EQUAL to this value.
- Only return results where creditHoldReason is EQUAL to this value.
- Only return results where webCode is EQUAL to this value.
- Only return results where ofdausername is EQUAL to this value.
- Only return results where ofdabillAccount is EQUAL to this value.
- Only return results where ofdashipAccount is EQUAL to this value.
- Only return results where contractName is EQUAL to this value.
- Only return results where billName is EQUAL to this value.
- Only return results where orderName is EQUAL to this value.
- Only return results where transactionName is EQUAL to this value.
- Only return results where ofdadealerOrderContact is EQUAL to this value.
- Only return results where ofdashipServices is EQUAL to this value.
- Only return results where ofdaendUserAccount is EQUAL to this value.
- Only return results where ofdadealerAccount is EQUAL to this value.
- Only return results where schedulingEmail is EQUAL to this value.
- Only return results where verifiedCompanyName is EQUAL to this value.
- Only return results where verifiedAddress1 is EQUAL to this value.
- Only return results where verifiedAddress2 is EQUAL to this value.
- Only return results where verifiedCity is EQUAL to this value.
- Only return results where verifiedState is EQUAL to this value.
- Only return results where verifiedZipPlus4 is EQUAL to this value.
- Only return results where qbcurrency is EQUAL to this value.
Action
Search
- Only return results where contactGroupId is EQUAL to this value.
- Only return results where userId is EQUAL to this value.
- Only return results where groupName is EQUAL to this value.
Action
Search
- Only return results where followUpId is EQUAL to this value.
- Only return results where joinField is EQUAL to this value.
- Only return results where deliverImmediately is EQUAL to this value.
- Only return results where regarding is EQUAL to this value.
- Only return results where followUpType is EQUAL to this value.
- Only return results where type is EQUAL to this value.
- Only return results where createdBy is EQUAL to this value.
- Only return results where priority is EQUAL to this value.
Action
Search
- Only return results where projectId is EQUAL to this value.
- Only return results where companyId is EQUAL to this value.
- Only return results where userId is EQUAL to this value.
- Only return results where projectName is EQUAL to this value.
- Only return results where jobNumber is EQUAL to this value.
- Only return results where projectType is EQUAL to this value.
- Only return results where projectStatus is EQUAL to this value.
- Only return results where probabilityPercent is EQUAL to this value.
- Only return results where probability is EQUAL to this value.
- Only return results where approxValue is EQUAL to this value.
- Only return results where taxExempt is EQUAL to this value.
- Only return results where gsa is EQUAL to this value.
- Only return results where orderType is EQUAL to this value.
- Only return results where contractType is EQUAL to this value.
- Only return results where termsofSale is EQUAL to this value.
- Only return results where shipVia is EQUAL to this value.
- Only return results where confirmedWith is EQUAL to this value.
- Only return results where customerPo is EQUAL to this value.
- Only return results where completed is EQUAL to this value.
- Only return results where cancelled is EQUAL to this value.
- Only return results where cancelledBy is EQUAL to this value.
- Only return results where cancelledReason is EQUAL to this value.
- Only return results where collaborationProject is EQUAL to this value.
- Only return results where onInstallationCalendar is EQUAL to this value.
- Only return results where productTypes is EQUAL to this value.
- Only return results where customerType is EQUAL to this value.
- Only return results where userSubmitted is EQUAL to this value.
- Only return results where hotJobReason is EQUAL to this value.
- Only return results where hotJobAssignedBy is EQUAL to this value.
- Only return results where onHoldReason is EQUAL to this value.
- Only return results where onHoldBy is EQUAL to this value.
- Only return results where furnitureContact is EQUAL to this value.
- Only return results where architectContact is EQUAL to this value.
- Only return results where projectManager is EQUAL to this value.
- Only return results where vendorsOnProject is EQUAL to this value.
- Only return results where nextTouchType is EQUAL to this value.
- Only return results where jobNumExtended is EQUAL to this value.
- Only return results where oppNotes is EQUAL to this value.
- Only return results where salesStage is EQUAL to this value.
- Only return results where designer is EQUAL to this value.
Action
Search
- Only return results where salesLeadId is EQUAL to this value.
- Only return results where contactId is EQUAL to this value.
- Only return results where leadNumber is EQUAL to this value.
- Only return results where salesperson is EQUAL to this value.
- Only return results where type is EQUAL to this value.
- Only return results where referredBy is EQUAL to this value.
- Only return results where userId is EQUAL to this value.
- Only return results where interest is EQUAL to this value.
- Only return results where deleted is EQUAL to this value.
- Only return results where deletedBy is EQUAL to this value.
- Only return results where deletedReason is EQUAL to this value.
- Only return results where priority is EQUAL to this value.
- Only return results where nextEventType is EQUAL to this value.
- Only return results where nextEventregarding is EQUAL to this value.
- Only return results where nextFollowUpType is EQUAL to this value.
- Only return results where nextFollowUpRegarding is EQUAL to this value.
- Only return results where lastLetterName is EQUAL to this value.
- Only return results where status is EQUAL to this value.
- Only return results where probability is EQUAL to this value.
- Only return results where salespersonReturned is EQUAL to this value.
- Only return results where isPending is EQUAL to this value.
- Only return results where pendingReason is EQUAL to this value.
- Only return results where nextTouchType is EQUAL to this value.
Action
Search

- Field(s) Required to Trigger
Trigger
Instant
Try It
- Contact Smart View ID
  Required
Trigger
Polling
Try It
- Custom_activity_v2_instructions
- Custom Activity Type
  Required
- Filled-in fields
Trigger
Instant
Try It
- Direction
- Template ID
- User ID
Trigger
Instant
Try It
- Type
- User ID
  Required
Trigger
Instant
Try It
- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It
- Statuses
Trigger
Instant
Try It
- Object Type
  Required
- Action
  Required
- User ID
- Changed Fields
Trigger
Instant
Try It
- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
Try It
- Workflow
- Action
  Required
Trigger
Instant
Try It
- Completed?
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Write
- Email ID
  Required
Action
Write
- Type
  Required
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Metrics
  Required
- Date Range
  Required
- Users
- Groups
- Query
Action
Write
- Template ID
  Required
- Lead Smart View or (deprecated) Search Query
  Required
- Exclude leads that already received this email template
  Required
- Contact Preference
  Required
- Send Done Email
  Required
- Email Acccount
Action
Write
- Lead
  Required
- Contact ID
- Phone Number
- Direction
- Duration
- Outcome
- Text
- Recording URL
- User ID
Action
Write
- Lead
  Required
- Custom Activity Type
  Required
- Created By User
- Status
  Required
Action
Write
- Lead
  Required
- Contact
- Status
  Required
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
- Attachments
Action
Write
- Email Address
  Required
- Role
  Required
Action
Write
- Lead ID
  Required
- Text Type
  Required
- Attachments
Action
Write
- Report breakdown
  Required
- Pipeline
  Required
- Report type
  Required
- 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
Action
Write
- Lead
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
Action
Write
- Contact
  Required
- Workflow
  Required
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- Lead
  Required
- Contact ID
- Date Created
- Status
  Required
- Date Scheduled
- Local Phone
  Required
- Remote Phone
  Required
- Text
- Template
- Source
  Required
- Attachments
Action
Write
- Assigned To
- Lead
  Required
- Date
- Text
  Required
- Is Complete
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
Action
Write
- Contact ID
  Required
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object ID
  Required
- Custom Object Type
  Required
- Custom Object Name
Action
Write
- Note ID
  Required
- Text Type
  Required
Action
Write
- Subscription
  Required
- Action
  Required
Action
Write
- Task ID
  Required
- Assigned To
- Text
- Date
- Is Complete
Action
Write
- Direction
- Note
- User ID
- Date Range
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
Action
Search
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
Action
Search
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
Action
Search
- Note Contains Words Starting With...
- Lead ID
- Or Search by Note ID
Action
Search
- Workflow
- Contact ID
- Lead ID
Action
Search
- Full Name
- Email
- Or Search by User ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Search or write
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Search or write
- Note Contains Words Starting With...
- Lead ID
  Required
- Or Search by Note ID
- Text Type
  Required
- Attachments
Action
Search or write
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- Lead
  Required
- Date
- Text
  Required
- Is Complete
Action
Search or write
New Companies
Triggers when a companies is created.
Trigger
Polling
Try It
New Contact Groups
Triggers when a contact groups is created.
Trigger
Polling
Try It
New Follow Ups
Triggers when a follow ups is created.
Trigger
Polling
Try It
New Projects
Triggers when a projects is created.
Trigger
Polling
Try It
- Record Type
  Required
Trigger
Polling
Try It
- Contact Id
  Required
- Contact Group Id
  Required
- Create Date
- User Id
Action
Write
- User Id
  Required
- Contact Type
  Required
- Last Name
  Required
- First Name
  Required
- Salutation
  Required
- Company Id
  Required
- Gender
- Middle Name
- Last Name Suffix
- Contact Name
- Nick Name
- Title
- Department
- Extension
- Direct Phone
- Direct Fax
- Mobile Phone
- Mobile Carrier
- Pager Phone
- Home Phone
- Work Email
- Other Email
- Birthday
- Anniversary
- Spouse Name
- Mailing List
- Deleted
- Deleted Date
- Createdate
- Mail Stop
- Letter Date
- Tax Code
- Notes
- Pager Pin
- View List Pricing
- Accepts Sms
- Declined Web
- Web Disclaimer
- Old Contact Id
- Contact Status
- Google Contact Id
- Ofdadelivery Contact
Action
Write
- Marketing Campaign Name
  Required
- Campaign Cost
- Track From
- Track To
- User Id
- Create Date
- Deleted
- Sync With Marketing
Action
Write
- Record Type
  Required
Action
Write
- Company Id
  Required
- Company Name
- Location Name
- Address
- Address2
- Zip Code Id
- Ext Zip
- Main Phone
- Main Fax
- Company Type
- All Salespeople
- Sales Territory
- Referred By
- Status
- Number Of Employees
- Market Type
- Credit Amount
- User1
- User2
- User3
- User4
- Web Site
- User Id
- Create Date
- Deleted
- Deletion Date
- On Credit Hold
- Installation Vendor
- Sic
- Tax Exempt
- Mailing Address
- Mailing Address2
- Mailing Zip Code Id
- Expires
- Tax Code
- Update Url
- Default Bill To Remit To
- Default Bill To Attention
- Registered Account
- Default Terms
- Default Apaccount
- Default Markup
- Is Warehouse
- Is Furniture Dealer
- Is Architect
- Old Company Id
- Toll Free
- Cust Disc
- Dump Fee
- Ofdaenterprise Name
- Ofdaenterprise Code
- Corporate Division Id
- Allow Other Divisions
- Latitude
- Longitude
- Default Ship To
- Default Stattention
- Ofdatype
- Is Reference
- Can Visit
- Reference Contact
- Cross Streets
- Neighborhood
- Sends Acknowledgement
- Reporting Method
- Qbtax Code
- Qbtax Item
- Resale Certificate
- Mark For Qbsync
- Pos Are Internal
- Default Deliver To
- Default Deliver To Attention
- Credit Hold By
- Credit Hold Reason
- Credit Hold Date
- Default Wipaccount
- Web Code
- Ofdausername
- Ofdabill Account
- Ofdaship Account
- Contract Name
- Bill Name
- Order Name
- Transaction Name
- Ofdadealer Order Contact
- Ofdadelivery Appt Contact Id
- Ofdadelivery Site Contact Id
- Ofdaship Services
- Ofdaend User Account
- Ofdaend User Company Id
- Ofdaend User Contact Id
- Ofdadealer Account
- Vendor Commission Sales Account
- Is Comship To
- Scheduling Email
- Is Direct Bill
- Vendor Commission
- Commission Use Margin
- Does Not Require Physical Po
- Charges Freight
- Verified Company Name
- Verified Address1
- Verified Address2
- Verified City
- Verified State
- Verified Zip Plus4
- Last Verification Date
- Verification Count
- Verification Return Code
- Change Vendor
- Qbcurrency
- Freight Cap
- Freight Cap Use Cost
- Freight Min Charge
- Calc Freight Perc
- Calc Freight Use Cost
- Is Dump Site
- Default Credit Card Account Id
- Default Credit Card Class Id
Action
Write
- Contact Group Id
  Required
- User Id
- Createdate
- Group Name
- Sync With Marketing
Action
Write
- Follow Up Id
  Required
- Join Field
- Original Date
- Deliver Immediately
- Regarding
- Follow Up Type
- Type
- Created By
- Create Date
- Priority
- Priority Order
- User Id
- Sales Lead Id
Action
Write
- Project Id
  Required
- Company Id
- User Id
- Create Date
- Project Name
- Job Number
- Project Type
- Project Status
- Probability Percent
- Probability
- Quote Date
- Decision Date
- Approx Value
- Tax Exempt
- Gsa
- Order Type
- Contract Type
- Termsof Sale
- Ship Via
- Confirmed With
- Customer Po
- Requested Ship
- Requested Install Start
- Requested Complete
- Book Date
- Invoice Date
- Completed
- Completed Date
- Cancelled
- Cancelled By
- Cancelled Date
- Cancelled Reason
- Collaboration Project
- On Installation Calendar
- Send To Spacesaver
- Product Types
- Sales Lead Id
- Freeze Booking Credit
- Installation Completed On
- Requires Installation
- Actual Labor Commissionable
- Pool Company
- Install Report Printed On
- Expected Complete
- All Product Received
- All Product Received Date
- Registered Project
- Customer Type
- Hot Job
- User Submitted
- User Submitted Date
- Corporate Division Id
- Hot Job Reason
- Hot Job Assigned By
- Hot Job Date
- Web Customer
- On Hold
- On Hold Reason
- On Hold By
- On Hold Date
- Furniture Contact
- Architect Contact
- Project Manager
- Vendors On Project
- Next Touch Date
- Next Touch Type
- Job Num Extended
- Opp Notes
- Sales Stage
- Estimated Gp
- Designer
Action
Write
- Sales Lead Id
  Required
- Contact Id
- Lead Number
- Create Date
- Project Id
- Salesperson
- Type
- Referred By
- User Id
- Interest
- Deleted
- Deleted By
- Delete Date
- Deleted Reason
- Last Activity Date
- Lead Letter Date
- Lead Email Date
- Marketing Campaign Id
- Priority
- Next Event Date
- Next Event Type
- Next Eventregarding
- Next Follow Up Date
- Next Follow Up Type
- Next Follow Up Regarding
- Last Note Added
- Last Letter Merged
- Last Letter Name
- Status
- Approx Value
- Probability
- Decision Date
- Returned To Company
- Salesperson Returned
- Is Pending
- Pending User Id
- Pending Date
- Pending Reason
- Pending Reactivation Date
- Approved
- Next Touch Type
- Next Touch Date
Action
Write
- Only return results where contactGroupMemberId is EQUAL to this value.
- Only return results where contactGroupId is EQUAL to this value.
- Only return results where contactId is EQUAL to this value.
Action
Search
- Only return results where contactId is EQUAL to this value.
- Only return results where companyId is EQUAL to this value.
- Only return results where gender is EQUAL to this value.
- Only return results where salutation is EQUAL to this value.
- Only return results where firstName is EQUAL to this value.
- Only return results where middleName is EQUAL to this value.
- Only return results where lastName is EQUAL to this value.
- Only return results where lastNameSuffix is EQUAL to this value.
- Only return results where contactName is EQUAL to this value.
- Only return results where nickName is EQUAL to this value.
- Only return results where title is EQUAL to this value.
- Only return results where department is EQUAL to this value.
- Only return results where extension is EQUAL to this value.
- Only return results where directPhone is EQUAL to this value.
- Only return results where directFax is EQUAL to this value.
- Only return results where mobilePhone is EQUAL to this value.
- Only return results where mobileCarrier is EQUAL to this value.
- Only return results where pagerPhone is EQUAL to this value.
- Only return results where homePhone is EQUAL to this value.
- Only return results where workEmail is EQUAL to this value.
- Only return results where otherEmail is EQUAL to this value.
- Only return results where spouseName is EQUAL to this value.
- Only return results where contactType is EQUAL to this value.
- Only return results where mailingList is EQUAL to this value.
- Only return results where deleted is EQUAL to this value.
- Only return results where userId is EQUAL to this value.
- Only return results where mailStop is EQUAL to this value.
- Only return results where taxCode is EQUAL to this value.
- Only return results where notes is EQUAL to this value.
- Only return results where pagerPin is EQUAL to this value.
- Only return results where oldContactId is EQUAL to this value.
- Only return results where contactStatus is EQUAL to this value.
- Only return results where googleContactId is EQUAL to this value.
Action
Search
- Only return results where marketingCampaignId is EQUAL to this value.
- Only return results where marketingCampaignName is EQUAL to this value.
- Only return results where campaignCost is EQUAL to this value.
- Only return results where deleted is EQUAL to this value.
Action
Search
- Record Type
  Required
Action
Search

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Connect Close and e-manage|ONE to integrate crucial parts of your business

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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.

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Make work flow with AI

Level up your Close to e-manage|ONE integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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.

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About e-manage|ONE

e-manage|ONE is a dealer business operating system for furniture companies across North America and Asia.

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Supported triggers and actions

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

Connect Close and e-manage|ONE 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

Learn how to automate Close on the Zapier blog

4 Close automation ideas

Make work flow with AI

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