Connect Close and Commerce Layer

Both apps 91Close 50Commerce Layer 41

• 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.

• Trigger
  New Attachment

  Triggers when a new Attachment is created.

• Trigger
  New Customer

  Triggers when a new Customer is created.

• Trigger
  New Customer Address Event

  Triggers when a customer address is created.

• Trigger
  New Customer Password Reset Event

  Triggers when a customer password reset is requested.

• Trigger
  New Customer Subscription Event

  Triggers when a given customer_subscription event (one of create or destroy) is fired.

• Trigger
  New Price

  Triggers when a new Price is created.

• Trigger
  New Price Import

  Fires when a new price import is created in Commerce Layer.

• Trigger
  New Price List

  Triggers when a new Price List is created.

• Trigger
  New Shipping Category

  Triggers when a Shipping Category is created.

• Trigger
  New SKU

  Triggers when a new SKU is created.

• Trigger
  New SKU Import

  Triggers when a new SKU import is created.

• Trigger
  New Stock Item Import

  Triggers when a new Stock Item import is created.

• Trigger
  New Stock Transfer Event

  Triggers when a given stock transfer event (one of create, upocoming, picking, in_transit, complete, cancel is fired).

• Action
  Add Customer Address

  Adds an existing address to a customer's address book.

• Action
  Add Customer Password Reset

  Requests a password reset for a customer, returning the reset token to send them.

• Action
  Add Customer Subscription

  Subscribes a customer email to a list, identified by a reference such as a newsletter id.

• Action
  Add Stock Transfer

  Moves a quantity of a SKU from one stock location to another.

• Action
  Balance Change Gift Card

  Change balance of a gift card.

• Action
  Create Address

  Creates a postal address that can be attached to customers, orders and stock locations.

• Action
  Create Attachment

  Creates a new Attachment.

• Action
  Create Customer

  Creates a new Customer.

• Action
  Create Gift Card

  Creates a new Gift Card.

• Action
  Create Price Import

  Creates a new Price Import.

• Action
  Create Price List

  Creates a new Price List.

• Action
  Create SKU

  Creates a new SKU.

• Action
  Find Attachment

  Finds a Attachment by name.

• Action
  Find Customer

  Finds a customer by id or reference.

• Action
  Find Gift Card

  Finds a gift card by id or reference.

• Action
  Find Price

  Finds a price by price list.

• Action
  Find Price Import

  Finds a Price Import by status.

• Action
  Find Price List

  Finds a Price List by name.

• Action
  Find Shipping Category

  Finds an Shipping Category by name.

• Action
  Find SKU

  Finds an SKU by code.

• Action
  Find SKU Import

  Finds an SKU Import by status.

• Action
  Find Stock Item Import

  Finds a Stock Item Import by status.

• Action
  Get Address

  Retrieves one address by id.

• Action
  Get Customer Address

  Retrieves one customer address link by id.

• Action
  Get Customer Password Reset

  Retrieves a customer password reset by id, returning customer_email, reset_password_token and reset_password_at.

• Action
  Get Customer Subscription

  Retrieves one customer subscription by id.

• Action
  Get Stock Transfer

  Retrieves one stock transfer by id.

• Action
  Update Customer Reference

  Update customer data setting external identifier.

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