--- title: "Connect Close to Apify - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Run Task\" in Apify." canonical: "https://apiant.ai/connect/close-to-apify" --- # Connect Close to Apify When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Run Task** in [Apify](https://apiant.ai/connections/apify). Describe the whole flow and it is built, tested on every scenario and kept running. Close **3** triggers Close **47** actions Apify **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Close and Apify to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Close can start in Apify - When **New Contact in Contact Smart View** in Close then **Run Task** in Apify - When **New Lead in Smart View** in Close then **Set Key-Value Store Record** in Apify Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Close and Apify ## Triggers and actions 3 triggers · 65 actions - 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. - Action **Abort Actor build** Aborts an Actor build that is starting or running and returns the build's details. Builds that already finished, failed, timed out or are aborting are left unchanged. - Action **Abort Actor run** Aborts a running or starting Apify Actor run and returns the run's details, including its updated status. Runs that already finished, failed or timed out are left unchanged. - Action **Add dataset items** Appends one or more items to the end of an Apify dataset. - Action **Delete key-value store record** Deletes a record, identified by its key, from an Apify key-value store. - Action **Fetch Dataset Items** Returns all items stored in an Apify dataset, such as the results scraped by an Actor run, with optional field selection and cleanup. - Action **Find Last Actor Run** Returns the most recent run of an Actor, optionally limited to runs with a given status or started a given way, including its status, timing and the ids of its default dataset and key-value store. - Action **Find Last Task Run** Returns the most recent run of an Apify Actor task, optionally limited to runs with a given status or origin. - Action **Get Actor** Returns all the details of an Apify Actor, including its versions, default run options, statistics and pricing. - Action **Get Actor run** Returns the details of one Actor run, including its status, timing, statistics, costs and the IDs of its default dataset, key-value store and request queue. Can optionally wait up to 60 seconds for the run to finish. - Action **Get Key-Value Store Record** Returns the value stored under a key in an Apify key-value store, such as an Actor run's output or input record. - Action **Get task** Returns the details of an Apify Actor task, including its saved input, run options, and run statistics. - Action **List Actor runs** Returns the runs of one of your Apify Actors, with each run's status, start and finish times, cost and the IDs of its default dataset and key-value store. Can be filtered by status and start date. - Action **List Actors** Returns the Actors you created or have used in your Apify account, with each Actor's ID, name, owner username, title and usage stats. - Action **List datasets** Returns the datasets in your Apify account, with each dataset's id, name, item count and timestamps. - Action **List tasks** Returns the Actor tasks you have created or used, with each task's id, name, Actor and run stats. - Action **Run Actor** Starts a run of an Apify Actor with the input you provide and returns the new run, including its status and the IDs of its default dataset and key-value store. - Action **Run Task** Starts a run of one of your saved Apify Actor tasks, optionally overriding parts of its input, and returns the new run with its status and storage IDs. - Action **Set Key-Value Store Record** Saves a value under a key in an Apify key-value store, replacing any existing record with the same key. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **Apify** Apify is a full-stack platform where developers build, deploy, and monitor web scraping tools.](https://apiant.ai/connections/apify) Reviews ## What our customers say ## More from Close - [ **Close to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/close-to-hubspot) - [ **Close to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/close-to-salesforce) - [ **Close to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/close-to-slack) - [ **Close to Google Sheets** Google Sheets](https://apiant.ai/connect/close-to-google-sheets) - [ **Close to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/close-to-gmail) - [ **Close to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/close-to-google-calendar) ## More into Apify - [ **HubSpot to Apify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-apify) - [ **Salesforce to Apify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-apify) - [ **Slack to Apify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-apify) - [ **Google Sheets to Apify** Google Sheets](https://apiant.ai/connect/google-sheets-to-apify) - [ **Gmail to Apify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-apify) - [ **Google Calendar to Apify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-apify) Questions ## Close and Apify, answered ### ### What can start an automation from Close? Any of Close's 3 triggers in the catalog, including New Contact in Contact Smart View, New Lead in Smart View and New Note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Apify when something happens in Close? Any of Apify's 18 actions, including Abort Actor build, Abort Actor run, Add dataset items and Fetch Dataset Items. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Apify to Close? Apify has no triggers in the catalog today, so automations start in Close. If you need the other direction, ask: your agent reads Apify's API documentation and adds it. ### ### Do I have to build a connector for Close or Apify? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Close and Apify without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.