Connect Close and CMS Max

Both apps 140Close 60CMS Max 80

• 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 Call

  Logs a call made outside Close's built-in calling as a Call activity on a lead, with optional direction, duration, note, recording and outcome.

• Action
  Create Call Task

  Creates an outgoing call task in Close that reminds a user to call a specific contact on a lead.

• 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 Custom Object

  Creates a new custom object record of a chosen type on a Close lead, including any custom field values.

• Action
  Create Email

  Creates an email activity on a Close lead: logs a received or sent email, saves a draft, schedules an email, or sends one immediately.

• 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 Contacts

  Returns up to 200 Close contacts whose name, email, phone or other text fields match the search text, including each contact's custom field values.

• 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 User

  Finds users in your Close organization by email address and/or name, returning the matching users.

• 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 Opportunity Report

  Returns Close's opportunity status change report: how many opportunities were in, entered and left each status over a period, plus the transitions between statuses.

• 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
  Toggle Forwarding on Phone Number

  Turns call forwarding on or off for a Close phone number, optionally setting the number calls forward to and other phone number settings. Returns the updated phone number.

• 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
  Update Task

  Updates an existing Close task — its text, assignee, date, due date, priority, or completion status. Leave a field blank to keep its current value.

• Action
  Update Workflow Subscription

  Pauses or resumes a contact's workflow (sequence) subscription in Close by changing its status.

• Trigger
  New Form Submission

  Triggers when a new form submission is created in CMS Max.

• Trigger
  New Order

  Triggers when a new order is created in CMS Max.

• Trigger
  New Product

  Triggers when a new product is created in CMS Max.

• Trigger
  New User

  Triggers when a new user is created in CMS Max.

• Action
  Add Variant Option

  Add a new option to a variant.

• Action
  Archive Blog Post

  Archive (soft delete) a blog.

• Action
  Archive Event

  Archive (soft delete) an event and its occurrences.

• Action
  Archive Page

  Archive (soft delete) a page.

• Action
  Archive Product

  Archive (soft delete) a product.

• Action
  Count Orders

  Get the count of all orders for the tenant.

• Action
  Count Products

  Get total count of products with optional filtering.

• Action
  Create Blog Post

  Create a new blog.

• Action
  Create Category

  Create a new category.

• Action
  Create Coupon

  Create a new coupon.

• Action
  Create Event Category

  Create an event category.

• Action
  Create Event Location

  Create an event venue.

• Action
  Create Gift Card

  Create a gift card.

• Action
  Create Page

  Create a new page.

• Action
  Create Product

  Create a new product.

• Action
  Create User

  Create a new user.

• Action
  Create Variant

  Create a new variant.

• Action
  Delete Brand

  Delete a brand (soft delete).

• Action
  Delete Category

  Delete a category (soft delete).

• Action
  Delete File

  Delete a file.

• Action
  Delete Image

  Delete an image.

• Action
  Delete Product Variation

  Delete a product variation.

• Action
  Delete Redirect

  Delete a redirect.

• Action
  Delete User

  Delete a user.

• Action
  Delete Variant

  Delete a variant.

• Action
  Delete Variant Option

  Delete a variant option.

• Action
  Get Blog Post

  Get a single blog by ID.

• Action
  Get Brand

  Get a single brand by ID.

• Action
  Get Category

  Get a single category by ID.

• Action
  Get Form

  Get a single form by ID.

• Action
  Get Form Submission

  Get a single form submission by ID.

• Action
  Get Page

  Get a single page by ID.

• Action
  Get Product

  Get a single product by ID.

• Action
  Get Product Variation

  Get a single product variation.

• Action
  Get Redirect

  Get a single redirect.

• Action
  Get User

  Get a single user.

• Action
  Get Variant

  Get a single variant by ID.

• Action
  List Blog Posts

  Get paginated list of blogs with optional filtering.

• Action
  List Brands

  Get paginated list of brands with optional filtering.

• Action
  List Categories

  Get paginated list of categories with optional filtering.

• Action
  List Event Categories

  Get paginated list of event categories.

• Action
  List Event Locations

  Get paginated list of event venues.

• Action
  List Events

  Get paginated list of events with optional filtering.

• Action
  List Forms

  Get paginated list of forms.

• Action
  List Form Submissions

  Get paginated list of form submissions.

• Action
  List Fulfillment Methods

  Get list of available fulfillment methods.

• Action
  List GTIN Types

  Get list of available GTIN types.

• Action
  List Orders

  Get paginated list of orders with optional filtering.

• Action
  List Pages

  Get paginated list of pages with optional filtering.

• Action
  List Product Option Configurations

  List a product's option configurations and their prices.

• Action
  List Products

  Get paginated list of products with optional filtering.

• Action
  List Product Variations

  List all variations for a specific product.

• Action
  List Redirects

  List redirects, newest first.

• Action
  List Users

  List all users.

• Action
  List Variants

  List all variants with their options.

• Action
  Unarchive Blog Post

  Unarchive (restore) a soft deleted blog.

• Action
  Unarchive Brand

  Unarchive (restore) a soft deleted brand.

• Action
  Unarchive Category

  Unarchive (restore) a soft deleted category.

• Action
  Unarchive Event

  Unarchive (restore) a soft deleted event.

• Action
  Unarchive Page

  Unarchive (restore) a soft deleted page.

• Action
  Unarchive Product

  Unarchive (restore) a soft deleted product.

• Action
  Update Blog Post

  Update an existing blog.

• Action
  Update Brand

  Update an existing brand.

• Action
  Update Category

  Update an existing category.

• Action
  Update Coupon

  Update a coupon, including its applicability criteria.

• Action
  Update Order Status

  Update an order's status.

• Action
  Update Page

  Update an existing page.

• Action
  Update Product Option Configuration Prices

  Change the prices of a product's option configurations.

• Action
  Update Product Variation

  Update a product variation.

• Action
  Update Redirect

  Change where a redirect points.

• Action
  Update User

  Update a user.

• Action
  Update Variant

  Update an existing variant.

• Action
  Update Variant Option

  Update a variant option.

• Action
  Upload File

  Upload a file.

• Action
  Upload Image

  Store a new image.

• Action
  Upload Image From URL

  Store a new image from a URL.

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