Close
Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
What agents can do
Actions6
Close create sms
This tool creates a new sms message in close.
Create call
Creates a new call record in close.com.
Create lead
This tool creates a new lead in close crm.
Create task
This tool creates a new task in close.com.
Delete call
This tool allows you to delete a specific call activity in close.com.
Get note
This tool retrieves a list of note activities from close.
Starts an agent when
Bulk Delete Completed
Triggers when a bulk delete finishes.
The moment it happens
Bulk Delete Created
Triggers when a bulk delete is started.
The moment it happens
Bulk Delete Updated
Triggers when a bulk delete makes progress, carrying how many records it has handled so far.
The moment it happens
Bulk Edit Completed
Triggers when a bulk edit finishes.
The moment it happens
Bulk Edit Created
Triggers when a bulk edit is started.
The moment it happens
Bulk Edit Updated
Triggers when a bulk edit makes progress, carrying how many records it has handled so far.
The moment it happens
Bulk Email Created
Triggers when a bulk email send is started.
The moment it happens
Bulk Email Paused
Triggers when a bulk email send is paused, either by a person or by Close itself.
The moment it happens
Bulk Email Updated
Triggers when a bulk email send makes progress, carrying how many recipients it has handled so far.
The moment it happens
Bulk Sequence Subscription Completed
Triggers when a bulk sequence action finishes.
The moment it happens
Bulk Sequence Subscription Created
Triggers when a bulk sequence subscribe, pause or resume is started.
The moment it happens
Bulk Sequence Subscription Updated
Triggers when a bulk sequence action makes progress, carrying how many contacts it has handled so far.
The moment it happens
Call Deleted
Triggers when a call is deleted from a lead's timeline.
The moment it happens
Call Logged
Triggers when a call is recorded on a lead, whether placed through Close or logged after the fact.
The moment it happens
Call Updated
Triggers when a recorded call changes, such as its note, outcome, recording or transcript.
The moment it happens
Comment Added
Triggers when a comment is posted on an activity or object.
The moment it happens
Custom Activity Deleted
Triggers when a custom activity instance is deleted from a lead.
The moment it happens
Custom Activity Logged
Triggers when an instance of a custom activity type is logged on a lead.
The moment it happens
Custom Activity Updated
Triggers when an existing custom activity instance changes.
The moment it happens
Email Deleted
Triggers when an email is deleted from a lead's timeline.
The moment it happens
Email Logged
Triggers when an email is recorded on a lead, whether it arrived, was drafted, was scheduled, or was logged as already sent.
The moment it happens
Email Thread Deleted
Triggers when an email thread is deleted from a lead.
The moment it happens
Email Thread Started
Triggers when a new email thread appears on a lead.
The moment it happens
Email Thread Updated
Triggers when an email thread changes, such as a message being added to it or its subject changing.
The moment it happens
Email Updated
Triggers when a recorded email changes, such as a draft being edited, an open being recorded, or its status moving.
The moment it happens
Lead Creation Activity Added
Triggers when the 'Lead Created' entry is added to a lead's timeline.
The moment it happens
Lead Creation Activity Deleted
Triggers when a 'Lead Created' timeline entry is removed, which means its lead was deleted.
The moment it happens
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.
The moment it happens
Lead Status Changed
Triggers when a lead moves to a different lead status, carrying both the old and the new status.
The moment it happens
Lead Status Change Entry Deleted
Triggers when a lead-status-change entry is removed from a lead's timeline.
The moment it happens
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.
The moment it happens
Note Added
Triggers when a note is written on a lead.
The moment it happens
Note Deleted
Triggers when a note is deleted from a lead.
The moment it happens
Note Updated
Triggers when an existing note is edited.
The moment it happens
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.
The moment it happens
Opportunity Status Change Entry Deleted
Triggers when an opportunity-status-change entry is removed from a lead's timeline.
The moment it happens
Opportunity Status Change Entry Updated
Triggers when Close folds a further status change into an existing opportunity-status-change timeline entry.
The moment it happens
SMS Deleted
Triggers when an SMS is deleted from a lead's timeline.
The moment it happens
SMS Logged
Triggers when an SMS is recorded on a lead.
The moment it happens
SMS Updated
Triggers when a recorded SMS changes, such as its status moving or a delivery error being recorded.
The moment it happens
Task Completion Entry Deleted
Triggers when a 'task completed' entry is removed from a lead's timeline.
The moment it happens
Task Completion Logged
Triggers when a 'task completed' entry appears on a lead's timeline.
The moment it happens
WhatsApp Message Deleted
Triggers when a WhatsApp message is deleted from a lead's timeline.
The moment it happens
WhatsApp Message Logged
Triggers when a WhatsApp message is recorded on a lead.
The moment it happens
WhatsApp Message Updated
Triggers when a recorded WhatsApp message changes.
The moment it happens
How it connects
You paste an API key from Close on a page Composio hosts, so the key never passes through Definable.
Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.
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