Common Problems with Close.io

Last updated:

I want to trigger off of a completed task

You can use the New Task trigger to do this by selecting this in the trigger set up:

Getting an "Unauthorized" Error when using the Create Lead Action

Close.io gives an "Unauthorized" error when the user doesn't have access to a particular lead ("lead_id"). This also applies to deleted leads since technically they're not accessible.

Tasks are not being added to Lead

Make sure the due date is in a valid ISO 8601 format.

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