--- title: "Connect Close and Confluence Cloud - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Create Blog Post\" in Confluence Cloud." canonical: "https://apiant.ai/connect/close-to-confluence-cloud" --- # Connect Close and Confluence Cloud When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Create Blog Post** in [Confluence Cloud](https://apiant.ai/connections/confluence-cloud), or **New Blog Post** in Confluence Cloud to **Add Address to Lead** in Close. Describe the whole flow and it is built, tested on every scenario and kept running. Close **3** triggers Close **47** actions Confluence Cloud **8** triggers Confluence Cloud **37** 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 Confluence Cloud 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 and Confluence Cloud can do together ### From Close to Confluence Cloud - When **New Contact in Contact Smart View** in Close then **Create Blog Post** in Confluence Cloud - When **New Lead in Smart View** in Close then **Create Footer Comment** in Confluence Cloud ### From Confluence Cloud to Close - When **New Blog Post** in Confluence Cloud then **Add Address to Lead** in Close - When **New Footer Comment** in Confluence Cloud then **Create Bulk Email** in Close 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 Confluence Cloud ## Triggers and actions 11 triggers · 84 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. - Trigger **New Blog Post** Triggers when a new blog post is published in your Confluence site, optionally limited to specific spaces. - Trigger **New Footer Comment** Triggers when a new footer comment is added to any page, blog post or attachment on the Confluence site. - Trigger **New or Updated Page** Triggers when a page is created or edited in your Confluence site. - Trigger **New Page** Triggers when a new page is created in Confluence. - Trigger **New Page or Blog Post** Triggers when a new page or blog post is created in your Confluence site. - Trigger **New Space** Triggers when a new space is created on the selected Confluence site. - Trigger **New Task** Triggers when a new task is added to a Confluence page or blog post. - Trigger **Updated Page** Triggers when an existing Confluence page is edited (a new version is saved). - Action **Add Label to Content** Adds a label to a Confluence page, blog post or attachment and returns the content's labels. - Action **Create Blog Post** Creates a new blog post in a Confluence space, published or as a draft. - Action **Create Folder** Creates a folder in a Confluence space, optionally under a parent page or folder. - Action **Create Footer Comment** Adds a footer comment to a Confluence page, blog post, attachment or custom content, or posts a reply to an existing footer comment. - Action **Create Page** Creates a page in a Confluence space, published or as a draft, optionally under a parent page. - Action **Create Page or Blog Post** Creates a new page or blog post in a Confluence space. - Action **Create Space** Creates a new Confluence space with a name and key or alias, optionally private or from a template. - Action **Delete Attachment** Deletes an attachment, moving it to the trash, or permanently purges an attachment already in the trash. - Action **Delete Blog Post** Deletes a Confluence blog post, moving it to the trash, or permanently purges a trashed blog post or discards a draft. - Action **Delete Folder** Deletes a folder in Confluence, moving it to the space's trash. - Action **Delete Footer Comment** Permanently deletes a footer comment from a Confluence page or blog post. - Action **Delete Inline Comment** Permanently deletes an inline comment from a Confluence page or blog post. - Action **Delete Page** Deletes a Confluence page, moving it to the trash, or permanently purges a page that is already in the trash. - Action **Get Attachment** Returns a Confluence attachment's details, including its file name, media type, size, container and download link. - Action **Get Blog Post** Returns a Confluence blog post by its ID, optionally with its body content, labels, properties, likes and versions. - Action **Get Folder** Returns a Confluence folder by its ID, including its title, space, parent and version details. - Action **Get Footer Comment** Returns a footer comment on a Confluence page, blog post or attachment by its ID, including its body, status and version. - Action **Get Inline Comment** Returns an inline comment on a Confluence page or blog post, including its body, resolution status, highlighted text and version. - Action **Get Page** Returns a Confluence page by its ID, optionally with its body, labels, properties, versions and other details. - Action **Get Space** Returns a Confluence space by its ID, including its key, name, type, status, homepage and any requested extras such as labels, properties or permissions. - Action **Get Task** Returns a Confluence task by its ID, including its status, assignee, due date and the page or blog post it belongs to. - Action **List Blog Posts** Returns blog posts across the Confluence site, optionally filtered by space, ID, title or status. - Action **List Child Pages** Returns the child pages directly under a Confluence page, with each child's title, status, space and position. - Action **List Page Attachments** Returns the attachments on a Confluence page, optionally filtered by status, media type or file name. - Action **List Page Footer Comments** Returns the top-level footer comments on a Confluence page. - Action **List Page Labels** Returns the labels on a Confluence page, with each label's ID, name and prefix. - Action **List Pages** Returns pages from a Confluence site, optionally filtered by page IDs, spaces, title, status or subtype. - Action **List Spaces** Returns the Confluence spaces you can view, optionally filtered by ID, key, type, status or label. - Action **List Tasks** Returns the tasks in a Confluence site, optionally filtered by status, space, page, blog post, people and dates. - Action **Remove Label from Content** Removes a label from a Confluence page, blog post or attachment. - Action **Search Content** Searches Confluence content (pages, blog posts, attachments, comments and more) using a Confluence Query Language (CQL) query and returns the matching results. - Action **Search for Page or Blog Post** Searches a Confluence site for pages and blog posts whose title matches the words you give, optionally within one space. - Action **Update Blog Post** Updates an existing Confluence blog post's title, content or status, creating a new version. - Action **Update Footer Comment** Updates the text of an existing footer comment on a Confluence page, blog post or attachment. - Action **Update Inline Comment** Updates the text of an inline comment on a Confluence page or blog post, and can resolve or reopen it. - Action **Update Page** Updates an existing Confluence page's title, content, status, parent or owner, saving it as a new version. - Action **Upload Attachment** Uploads a file as a new attachment on a Confluence page or blog post. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **Confluence Cloud** Confluence is where you create, organize and discuss work with your team.](https://apiant.ai/connections/confluence-cloud) 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 Confluence Cloud - [ **ActiveCampaign to Confluence Cloud** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-confluence-cloud) - [ **Airtable to Confluence Cloud** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-confluence-cloud) - [ **Asana to Confluence Cloud** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-confluence-cloud) - [ **ClickUp to Confluence Cloud** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-confluence-cloud) - [ **Brevo to Confluence Cloud** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-confluence-cloud) - [ **Calendly to Confluence Cloud** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-confluence-cloud) Questions ## Close and Confluence Cloud, 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 Confluence Cloud when something happens in Close? Any of Confluence Cloud's 37 actions, including Create Blog Post, Create Folder, Create Footer Comment and Create Page. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Confluence Cloud to Close? Yes. When something happens in Confluence Cloud, your agent can act in Close too. This page covers both directions: Confluence Cloud's triggers and Close's actions are listed here as well. ### ### Do I have to build a connector for Close or Confluence Cloud? 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 Confluence Cloud 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.