Reference

CLOSE_BULK_DELETE_COMPLETED

Triggers when a bulk delete finishes.

CLOSE_BULK_DELETE_CREATED

Triggers when a bulk delete is started.

CLOSE_BULK_DELETE_UPDATED

Triggers when a bulk delete makes progress, carrying how many records it has handled so far.

CLOSE_BULK_EDIT_COMPLETED

Triggers when a bulk edit finishes.

CLOSE_BULK_EDIT_CREATED

Triggers when a bulk edit is started.

CLOSE_BULK_EDIT_UPDATED

Triggers when a bulk edit makes progress, carrying how many records it has handled so far.

CLOSE_BULK_EMAIL_CREATED

Triggers when a bulk email send is started.

CLOSE_BULK_EMAIL_PAUSED

Triggers when a bulk email send is paused, either by a person or by Close itself.

CLOSE_BULK_EMAIL_UPDATED

Triggers when a bulk email send makes progress, carrying how many recipients it has handled so far.

CLOSE_BULK_SEQUENCE_SUBSCRIPTION_COMPLETED

Triggers when a bulk sequence action finishes.

CLOSE_BULK_SEQUENCE_SUBSCRIPTION_CREATED

Triggers when a bulk sequence subscribe, pause or resume is started.

CLOSE_BULK_SEQUENCE_SUBSCRIPTION_UPDATED

Triggers when a bulk sequence action makes progress, carrying how many contacts it has handled so far.

CLOSE_CALL_DELETED

Triggers when a call is deleted from a lead's timeline.

CLOSE_CALL_LOGGED

Triggers when a call is recorded on a lead, whether placed through Close or logged after the fact. Filter on `direction` for inbound only.

CLOSE_CALL_UPDATED

Triggers when a recorded call changes, such as its note, outcome, recording or transcript.

CLOSE_COMMENT_ADDED

Triggers when a comment is posted on an activity or object. The first comment on an object also opens a thread, which fires CLOSE_COMMENT_THREAD_STARTED in the same request.

CLOSE_CUSTOM_ACTIVITY_DELETED

Triggers when a custom activity instance is deleted from a lead.

CLOSE_CUSTOM_ACTIVITY_LOGGED

Triggers when an instance of a custom activity type is logged on a lead. Filter on `custom_activity_type_id` for one type only.

CLOSE_CUSTOM_ACTIVITY_UPDATED

Triggers when an existing custom activity instance changes.

CLOSE_EMAIL_DELETED

Triggers when an email is deleted from a lead's timeline.

CLOSE_EMAIL_LOGGED

Triggers when an email is recorded on a lead, whether it arrived, was drafted, was scheduled, or was logged as already sent. Filter on `direction` for inbound only.

CLOSE_EMAIL_THREAD_DELETED

Triggers when an email thread is deleted from a lead.

CLOSE_EMAIL_THREAD_STARTED

Triggers when a new email thread appears on a lead. The individual messages arrive separately on CLOSE_EMAIL_LOGGED.

CLOSE_EMAIL_THREAD_UPDATED

Triggers when an email thread changes, such as a message being added to it or its subject changing.

CLOSE_EMAIL_UPDATED

Triggers when a recorded email changes, such as a draft being edited, an open being recorded, or its status moving.

CLOSE_LEAD_CREATION_ACTIVITY_ADDED

Triggers when the 'Lead Created' entry is added to a lead's timeline. This fires alongside CLOSE_LEAD_CREATED for the same lead and adds the timeline position and the import that produced it.

CLOSE_LEAD_CREATION_ACTIVITY_DELETED

Triggers when a 'Lead Created' timeline entry is removed, which means its lead was deleted.

CLOSE_LEAD_CREATION_ACTIVITY_UPDATED

Triggers when a 'Lead Created' timeline entry is moved to a different lead, which in practice means its lead was merged into another.

CLOSE_LEAD_STATUS_CHANGE_ENTRY_DELETED

Triggers when a lead-status-change entry is removed from a lead's timeline.

CLOSE_LEAD_STATUS_CHANGE_ENTRY_UPDATED

Triggers when Close folds a further status change into an existing lead- status-change timeline entry, which happens when the lead changes status twice in quick succession.

CLOSE_LEAD_STATUS_CHANGED

Triggers when a lead moves to a different lead status, carrying both the old and the new status. This is the status-change event itself; CLOSE_LEAD_UPDATED also fires for the same move.

CLOSE_NOTE_ADDED

Triggers when a note is written on a lead.

CLOSE_NOTE_DELETED

Triggers when a note is deleted from a lead.

CLOSE_NOTE_UPDATED

Triggers when an existing note is edited.

CLOSE_OPPORTUNITY_STATUS_CHANGE_ENTRY_DELETED

Triggers when an opportunity-status-change entry is removed from a lead's timeline.

CLOSE_OPPORTUNITY_STATUS_CHANGE_ENTRY_UPDATED

Triggers when Close folds a further status change into an existing opportunity-status-change timeline entry.

CLOSE_OPPORTUNITY_STATUS_CHANGED

Triggers when an opportunity moves to a different status, carrying the old and new status, its type (`active`, `won` or `lost`) and the pipeline. Filter on `new_status_type` for a deal-won automation.

CLOSE_SMS_DELETED

Triggers when an SMS is deleted from a lead's timeline.

CLOSE_SMS_LOGGED

Triggers when an SMS is recorded on a lead. Filter on `direction` for inbound only.

CLOSE_SMS_UPDATED

Triggers when a recorded SMS changes, such as its status moving or a delivery error being recorded.

CLOSE_TASK_COMPLETION_ENTRY_DELETED

Triggers when a 'task completed' entry is removed from a lead's timeline.

CLOSE_TASK_COMPLETION_LOGGED

Triggers when a 'task completed' entry appears on a lead's timeline. The task itself also fires its own completion trigger, such as CLOSE_LEAD_TASK_COMPLETED.

CLOSE_WHATSAPP_MESSAGE_DELETED

Triggers when a WhatsApp message is deleted from a lead's timeline.

CLOSE_WHATSAPP_MESSAGE_LOGGED

Triggers when a WhatsApp message is recorded on a lead. Its `direction` is `incoming` or `outgoing`, not the `inbound`/`outbound` the other communication triggers use.

CLOSE_WHATSAPP_MESSAGE_UPDATED

Triggers when a recorded WhatsApp message changes.

Create Call

Log phone calls directly in your Close CRM by creating call records linked to leads, with support for tracking call direction, duration, notes, and recordings. This helps you maintain a complete communication history with prospects and customers.

Delete Call

Removes a call activity record from Close.com, allowing you to clean up incorrectly logged or duplicate call entries. This action permanently deletes the call record using its unique ID.

Create Lead

Adds a new lead (company or organization) to your Close CRM pipeline with contact information, addresses, and status. Enables you to quickly organize prospect companies and their associated contact details in one place.

Create SMS Message

Logs SMS communications in Close CRM to maintain a complete record of text message interactions with leads and customers. This keeps all customer conversations organized in one place for better follow-up and team visibility.

Get Notes

Retrieve notes and activities from your Close CRM, with the ability to filter by specific leads, team members, or date ranges to find important customer interactions and follow-up details.

Create Task

Create a new task in Close.com to track follow-ups, reminders, and to-do items linked to your leads and deals. This helps you stay organized and ensures nothing falls through the cracks in your sales process.

Create Email

Create or log a Close email activity.

Get Contact

Retrieve one Close contact by ID, optionally limiting returned fields.

Get Opportunity

Retrieve one Close opportunity by ID with optional field projection.

List Activities

Lists one page of Close email or call activities using documented filters.

List Custom Activity Types

This tool lists the custom activity types defined in a Close organization, returning each type's id and name.

List Custom Object Types

This tool lists the custom object types defined in a Close organization, returning each type's id and name.

List Opportunities

List Close opportunities with aggregate values and offset pagination.

Who Am I

Return the identity (email, name) of the connected Close account.