Connect awork and Close

Both apps 79awork 29Close 50

• Trigger
  New Client

  Fires when a new company/client is created in awork. Poll/webhook on companies resource creation event.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Client

  Fires when an existing company/client is updated in awork. Poll/webhook on companies resource update event.

• Trigger
  Updated Project

  Fires when a project is updated in the awork workspace.

• Trigger
  Updated Task

  Triggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Create Client

  Creates a client (company) in awork and returns the created company.

• Action
  Create Project

  Creates a new project.

• Action
  Create Project Task

  Creates a task in an awork project.

• Action
  Create Time Entry

  Creates a time entry for a user, optionally against a project/task, using startDateUtc+duration or startDateUtc+endDateUtc.

• Action
  Delete Client

  Deletes a client (company) in awork, optionally moving, detaching or deleting its linked projects and tasks.

• Action
  Delete Project

  Deletes an awork project and its tasks, optionally deleting its time entries too.

• Action
  Delete Project Task

  Deletes an awork task by id.

• Action
  Delete Time Entry

  Deletes a time entry in awork.

• Action
  Find Project Tasks by criteria

  Returns up to 100 tasks of a project that match the specified filter criteria.

• Action
  Find Time Entries by criteria

  Returns up to 100 time entries in the workspace that match the specified filter criteria.

• Action
  Get Client by ID

  Finds a client by id

• Action
  Get Project by ID

  Finds a project by id

• Action
  Get Task by ID

  Returns a single awork task (project or private task) by its id, including status, assignees, project, tags, lists and custom field values.

• Action
  Get Time Entry

  Returns a single awork time entry by its id, including its task, project, user, type of work and breaks.

• Action
  Search Clients

  Returns up to 100 clients (companies) whose name contains the specified text.

• Action
  Search Projects

  Returns up to 100 projects whose name contains the specified text, optionally narrowed by an additional filter.

• Action
  Search Users by Email

  Returns the awork users whose contact information includes the specified email address.

• Action
  Update Client

  Updates an existing client (company) by ID. Fields left blank keep their current values.

• Action
  Update Project

  Updates fields (name, status, workflow, etc) on an existing awork project.

• Action
  Update Project Task

  Updates fields (name, status, assignee, due date, etc) on an existing awork task.

• Action
  Update Time Entry

  Updates an existing awork time entry: its times or duration, type of work, project, task, note and billing flags.

• Trigger
  New Contact in Contact Smart View

  Triggers when a new contact appears in the selected contact Smart View.

• Trigger
  New Lead in Smart View

  Triggers when a new lead appears in the selected Close lead Smart View, newest leads first.

• Trigger
  New Note

  Triggers when a new note is added to a lead in Close.

• Action
  Add Address to Lead

  Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead.

• Action
  Add User

  Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership.

• Action
  Create Bulk Action

  Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status.

• Action
  Create Bulk Email

  Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status.

• Action
  Create Bulk Workflow Subscription Action

  Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status.

• Action
  Create Contact

  Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields.

• Action
  Create Custom Activity

  Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity.

• Action
  Create Export

  Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done.

• Action
  Create Lead

  Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values.

• Action
  Create Lead Smart View

  Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View.

• Action
  Create Note

  Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments.

• Action
  Create Opportunity

  Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields.

• Action
  Create SMS

  Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers.

• Action
  Create Task

  Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date.

• Action
  Create WhatsApp Message

  Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments.

• Action
  Delete Email

  Deletes an email activity from Close.

• Action
  Delete Email Address From Contact

  Removes one email address from a Close contact, keeping the contact's other email addresses.

• Action
  Delete Logged Call

  Deletes a logged Call activity from Close.

• Action
  Export Activity Report to CSV

  Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text.

• Action
  Find Call

  Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify.

• Action
  Find Connected Account

  Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts.

• Action
  Find Custom Activity

  Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify.

• Action
  Find Custom Objects

  Returns the custom object records attached to a lead, optionally limited to one custom object type.

• Action
  Find Group

  Returns the Close groups whose name matches the name you supply, along with the first match.

• Action
  Find Lead

  Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text.

• Action
  Find Meetings

  Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply.

• Action
  Find Note

  Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify.

• Action
  Find Number of Leads in Smart View

  Returns the number of leads that currently match a lead Smart View in Close.

• Action
  Find Opportunities

  Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges.

• Action
  Find Task

  Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date.

• Action
  Find WhatsApp Messages

  Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify.

• Action
  Find Workflow Subscription

  Returns the workflow (sequence) subscriptions for a workflow, contact or lead.

• Action
  Merge Two Leads

  Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed.

• Action
  Resubscribe Email

  Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again.

• Action
  Run Activity Overview Report

  Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range.

• Action
  Run Opportunity Funnel Report

  Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user.

• Action
  Run Sent Email Report

  Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user.

• Action
  Run Status Change Report

  Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses.

• Action
  Select Random User

  Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment.

• Action
  Unsubscribe Email

  Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere.

• Action
  Update Call

  Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values.

• Action
  Update Custom Activity

  Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values.

• Action
  Update Lead

  Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values.

• Action
  Update Lead Smart View

  Renames a lead Smart View in Close or replaces the filter that decides which leads it lists.

• Action
  Update Note

  Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed.

• Action
  Update Opportunity

  Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.