--- title: "Connect Close and COR - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Create Invoice\" in COR." canonical: "https://apiant.ai/connect/close-to-cor" --- # Connect Close and COR When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Create Invoice** in [COR](https://apiant.ai/connections/cor), or **Create Brand** in COR 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 **55** actions COR **12** triggers COR **24** 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 COR 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 COR can do together ### From Close to COR - When **New Contact in Contact Smart View** in Close then **Create Invoice** in COR - When **New Lead in Smart View** in Close then **Create Task** in COR ### From COR to Close - When **Create Brand** in COR then **Add Address to Lead** in Close - When **Create Client** in COR 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 COR ## Triggers and actions 15 triggers · 79 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 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 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 Workflow Subscription** Pauses or resumes a contact's workflow (sequence) subscription in Close by changing its status. - Trigger **Create Brand** Triggers when a new brand is created in COR. - Trigger **Create Client** Triggers when a new client is created in COR. - Trigger **Create Hour** Triggers when a new time entry is logged in COR. - Trigger **Create Invoice** Triggers when a new transaction is recorded in COR. COR has no separate invoice record, so this watches all transactions, invoices included; use the type field to tell them apart. - Trigger **Create Product** Triggers when a new product is created in COR. - Trigger **Create Project** Triggers when a new project is created in COR. - Trigger **Create Task** Triggers when a new task is created in COR. Returns the new task's details. - Trigger **Create User** Triggers when a new user is created in COR. - Trigger **Updated Client** Triggers when an existing client is changed in COR. - Trigger **Updated Project** Triggers when an existing project is updated in COR. - Trigger **Updated Task** Triggers when a task is changed, such as a new title, status, priority or deadline. Also fires when a new task appears. - Trigger **Updated User** Triggers when a user in COR is created or changed, such as their name, email, role, position or labels. - Action **Add brand** Creates a new brand under a client in COR. - Action **Add team** Creates a new team in COR with a name and, optionally, a description and workspace. Returns the team that was created. - Action **Create Client** Creates a new client in COR with its company details and primary contact, and returns the new client's id. - Action **Create Fee** Creates a fee for a client in COR, with its name, estimate and work order, and optional details such as dates, status and currency. Returns the new fee. - Action **Create Hour** Logs a time entry against a task in COR and returns the new entry's id. - Action **Create Invoice** Creates an invoice (a COR transaction) for the given date, total and currency, optionally linked to a client, and returns the new transaction. - Action **Create Project** Creates a new project for a client in COR and returns the created project. - Action **Create Task** Creates a new task in COR, optionally within a project, and returns the created task. - Action **Delete Project** Deletes a project in COR by its ID. - Action **Delete task** Deletes a task in COR by its ID. - Action **Find clients by name** Returns the clients whose name matches the specified name. - Action **Find projects by name** Returns the COR projects whose name matches the name you search for, including each project's client, project manager, status and budget details. - Action **Get client** Returns a single COR client by its id, including its business name, contact details, website and description. - Action **Get project** Returns a single COR project by its id, including its client, project manager, dates, status, budget figures and assigned labels. An error occurs if the project is not found. - Action **Get task** Returns a single COR task by its id, including its title, project, deadline, status and priority. - Action **List clients** Returns all clients in the COR account, optionally narrowed by filter criteria. - Action **List fees** Returns the fees in the COR account, including each fee's name, estimate, status and dates. - Action **List hours** Returns the time entries logged in the COR account, optionally narrowed by date range, client, project, user, label or team, and sorted as you choose. - Action **List products** Returns all products in the COR account, each with its name, client and brand. - Action **List projects** Returns the company's projects, optionally narrowed by client, team, user, brand, product, dates, status, health or archived state. - Action **List tasks** Returns the tasks in your COR account, optionally narrowed by project, project manager, status and other criteria, and sorted the way you choose. - Action **List teams** Returns the teams in the COR workspace, including each team's name and description. - Action **Update Project** Updates an existing project in COR, changing only the fields you fill in, and returns the updated project. - Action **Update Task** Updates an existing task by its id, changing its title, project, description, deadline, status, priority or archived state, and returns the updated task. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **COR** COR is the all-in-one management solution for creative agencies that automate timesheets, through AI, to...](https://apiant.ai/connections/cor) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 COR - [ **ActiveCampaign to COR** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-cor) - [ **Airtable to COR** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-cor) - [ **Asana to COR** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-cor) - [ **ClickUp to COR** 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-cor) - [ **Brevo to COR** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-cor) - [ **Calendly to COR** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-cor) Questions ## Close and COR, 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 COR when something happens in Close? Any of COR's 24 actions, including Create Client, Create Fee, Create Hour and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from COR to Close? Yes. When something happens in COR, your agent can act in Close too. This page covers both directions: COR's triggers and Close's actions are listed here as well. ### ### Do I have to build a connector for Close or COR? 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 COR 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.