Connect Close and DigitalOcean

Both apps 166Close 50DigitalOcean 116

• 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 App

  Triggers when a new App Platform app is created in your DigitalOcean account.

• Trigger
  New App Deployment

  Triggers when a new deployment is created for the selected App Platform app.

• Trigger
  New Database Cluster

  Triggers when a new managed database cluster is created in your DigitalOcean account.

• Trigger
  New Domain

  Triggers when a new domain is added to your DigitalOcean account.

• Trigger
  New Domain Record

  Triggers when a new DNS record is added to a domain in DigitalOcean.

• Trigger
  New Droplet

  Triggers when a new Droplet is created in your DigitalOcean account, optionally limited to Droplets with a given tag, name or type.

• Trigger
  New Project

  Triggers when a new project is created in your DigitalOcean account.

• Trigger
  New Volume

  Triggers when a new block storage volume is created in your DigitalOcean account.

• Action
  Add Droplets to Firewall

  Assigns one or more Droplets to an existing cloud firewall so its rules apply to them.

• Action
  Add Droplets to Load Balancer

  Adds one or more Droplets to an existing load balancer.

• Action
  Add SSH Key

  Adds a new SSH public key to your DigitalOcean account so it can be embedded into Droplets.

• Action
  Assign Reserved IP

  Assigns a reserved IP address to a Droplet and returns the resulting action.

• Action
  Assign Resources to Project

  Assigns one or more DigitalOcean resources (Droplets, domains, volumes, load balancers and more) to a project, and returns every resource now in that project.

• Action
  Attach Volume to Droplet

  Attaches a block storage volume to a Droplet and returns the resulting volume action.

• Action
  Cancel App Deployment

  Immediately cancels an in-progress deployment of an App Platform app and returns the cancelled deployment.

• Action
  Change Droplet Power Status

  Turns a Droplet on or off, reboots it, power cycles it, or shuts it down gracefully. Returns the action DigitalOcean started.

• Action
  Create Alert Policy

  Creates a monitoring alert policy that notifies by email or Slack when a Droplet, load balancer, database or autoscale pool metric crosses a threshold.

• Action
  Create App

  Creates a new App Platform app from an app specification (services, static sites, workers, jobs, functions and databases).

• Action
  Create App Deployment

  Starts a new deployment of a DigitalOcean App Platform app, pulling the latest changes from its source repository.

• Action
  Create Custom Image

  Imports a Linux virtual machine image from a URL as a new custom image in DigitalOcean.

• Action
  Create Database

  Creates a new database inside an existing DigitalOcean managed database cluster.

• Action
  Create Database Cluster

  Creates a new managed database cluster (PostgreSQL, MySQL, MongoDB, Kafka, OpenSearch, Valkey and more), optionally restored from another cluster's backup.

• Action
  Create Database User

  Creates a new user on a DigitalOcean managed database cluster and returns the user, including its generated password.

• Action
  Create Domain

  Adds a new domain to your DigitalOcean DNS, optionally creating an A record for the apex domain.

• Action
  Create Domain Record

  Creates a new DNS record (A, AAAA, CNAME, MX, TXT, NS, SRV, CAA) on a domain managed in DigitalOcean.

• Action
  Create Droplet

  Creates a new DigitalOcean Droplet (virtual server) from an image, size and region, and returns the new Droplet.

• Action
  Create Firewall

  Creates a cloud firewall with inbound and/or outbound access rules, optionally applied to Droplets or tags.

• Action
  Create Kubernetes Cluster

  Creates a new DigitalOcean Kubernetes cluster with one or more worker node pools.

• Action
  Create Load Balancer

  Creates a new load balancer in your DigitalOcean account, routing traffic to chosen Droplets or to every Droplet carrying a tag.

• Action
  Create Node Pool

  Adds a new node pool of worker Droplets to an existing DigitalOcean Kubernetes cluster.

• Action
  Create Project

  Creates a new project in your DigitalOcean account for organizing resources.

• Action
  Create Reserved IP

  Creates a new reserved IP, either assigned to a Droplet or reserved to a region.

• Action
  Create Snapshot

  Takes a snapshot of a Droplet and returns the snapshot action that was started.

• Action
  Create Tag

  Creates a new tag in your DigitalOcean account that you can apply to Droplets, images, volumes and databases.

• Action
  Create Uptime Check

  Creates a DigitalOcean Uptime check that monitors a URL or host from the regions you choose.

• Action
  Create Volume

  Creates a new block storage volume in a region, optionally from a snapshot and pre-formatted.

• Action
  Create Volume Snapshot

  Creates a snapshot of a block storage volume.

• Action
  Create VPC

  Creates a new VPC network in a DigitalOcean region.

• Action
  Delete Alert Policy

  Deletes a monitoring alert policy from your DigitalOcean account.

• Action
  Delete App

  Deletes an App Platform app, permanently shutting down all of its active deployments.

• Action
  Delete Database Cluster

  Permanently destroys a managed database cluster and all of its data.

• Action
  Delete Domain

  Deletes a domain and its DNS records from your DigitalOcean account.

• Action
  Delete Domain Record

  Deletes a DNS record from a domain.

• Action
  Delete Droplet

  Deletes a Droplet by its ID. The Droplet and its data are permanently destroyed.

• Action
  Delete Droplets by Tag

  Permanently deletes all Droplets assigned to the given tag.

• Action
  Delete Firewall

  Deletes a cloud firewall from your DigitalOcean account.

• Action
  Delete Image

  Deletes a snapshot or custom image from your DigitalOcean account.

• Action
  Delete Kubernetes Cluster

  Deletes a Kubernetes cluster and all services deployed to it.

• Action
  Delete Load Balancer

  Deletes a load balancer from your DigitalOcean account.

• Action
  Delete Node Pool

  Deletes a node pool from a Kubernetes cluster, removing all of its nodes.

• Action
  Delete Project

  Deletes a project. The project must have no resources assigned to it.

• Action
  Delete Reserved IP

  Deletes a reserved IP address from your DigitalOcean account, releasing it.

• Action
  Delete Snapshot

  Deletes a Droplet or volume snapshot.

• Action
  Delete SSH Key

  Deletes an SSH key from your DigitalOcean account, identified by its ID or fingerprint.

• Action
  Delete Tag

  Deletes a tag and removes it from every resource it was applied to.

• Action
  Delete Uptime Check

  Deletes an uptime check and its associated alerts.

• Action
  Delete Volume

  Deletes a block storage volume, destroying all of its data and removing it from your account.

• Action
  Detach Volume from Droplet

  Detach a block storage volume from a Droplet.

• Action
  Get Alert Policy

  Returns a single monitoring alert policy, including its metric type, threshold, window, targets and notification settings.

• Action
  Get App

  Returns an App Platform app's configuration and status, including its active and in-progress deployments.

• Action
  Get App Deployment

  Returns one App Platform deployment, including its phase, progress steps, components and app spec.

• Action
  Get Domain

  Returns a domain in your DigitalOcean account, including its TTL and zone file.

• Action
  Get Domain Record

  Returns a single DNS record of a domain, including its type, name, data and TTL.

• Action
  Get Droplet

  Returns the details of a single Droplet by its ID, including size, region, image, networks and status.

• Action
  Get Firewall

  Returns a cloud firewall's details, including its inbound and outbound rules and the Droplets and tags it applies to.

• Action
  Get Image

  Returns the details of a DigitalOcean image (base OS image, snapshot, backup or custom image) by its id or slug.

• Action
  Get Kubernetes Cluster

  Returns the details of a Kubernetes cluster, including its region, version, status, endpoint and node pools.

• Action
  Get Load Balancer

  Returns the details of a load balancer, including its forwarding rules, health check, droplets and status.

• Action
  Get Node Pool

  Returns a single node pool in a Kubernetes cluster, including its size, node count, autoscaling settings, labels, taints and nodes.

• Action
  Get Project

  Returns a DigitalOcean project's details, including its name, description, purpose, environment and whether it is the default project.

• Action
  Get Reserved IP

  Returns the details of a reserved IP address, including its region and the Droplet it is assigned to.

• Action
  Get Snapshot

  Returns the details of a Droplet or volume snapshot, including its name, regions, size and tags.

• Action
  Get SSH Key

  Returns an SSH key on your DigitalOcean account, looked up by its ID or fingerprint.

• Action
  Get Tag

  Returns a tag by name, with counts of the Droplets, images, volumes, volume snapshots and databases tagged with it.

• Action
  Get Uptime Check

  Returns the details of an existing uptime check.

• Action
  Get Uptime Check State

  Returns the current up/down state of an uptime check in each region, plus its most recent outage.

• Action
  Get Volume

  Returns the details of a DigitalOcean block storage volume by its ID.

• Action
  Get VPC

  Returns the details of an existing VPC network, including its name, region, IP range and whether it is the region's default.

• Action
  List Alert Policies

  Returns the monitoring alert policies configured on your DigitalOcean account.

• Action
  List Apps

  Returns the App Platform apps on your DigitalOcean account, including each app's active and in-progress deployments.

• Action
  List Databases

  Returns the databases in a DigitalOcean database cluster.

• Action
  List Domain Records

  Returns the DNS records configured for a domain, optionally filtered by record name and type.

• Action
  List Domains

  Returns the domains managed in your DigitalOcean account's DNS.

• Action
  List Droplet Backups

  Returns the automatic backups that exist for a Droplet, with each backup's name, size, regions and creation time.

• Action
  List Droplets

  Returns the Droplets in your DigitalOcean account, optionally filtered by tag, name or GPU type.

• Action
  List Droplet Snapshots

  Returns the snapshots that have been created from a Droplet.

• Action
  List Firewalls

  Returns all cloud firewalls on your DigitalOcean account, including their inbound and outbound rules, assigned Droplets and tags.

• Action
  List Images

  Returns the images available on your DigitalOcean account, optionally filtered by image type, private (your own) images only, or tag.

• Action
  List Load Balancers

  Returns the load balancers on your DigitalOcean account, with their rules, health checks, region and assigned Droplets.

• Action
  List Node Pools

  Returns all node pools in a DigitalOcean Kubernetes cluster, including their sizes, node counts and worker nodes.

• Action
  List Project Resources

  Returns the resources (Droplets, domains, volumes, databases and more) assigned to a DigitalOcean project.

• Action
  List Projects

  Returns the projects in your DigitalOcean account, including the default project.

• Action
  List Reserved IPs

  Returns the reserved IPs on your DigitalOcean account, including the region and Droplet each one is assigned to.

• Action
  List Tags

  Returns the tags in your DigitalOcean account, with counts of the Droplets, images, volumes, snapshots and databases each one is applied to.

• Action
  List Uptime Checks

  Returns the uptime checks on your DigitalOcean account.

• Action
  List Volumes

  Returns the block storage volumes on your DigitalOcean account, optionally filtered by name and region.

• Action
  List VPCs

  Returns all of the VPC networks on your DigitalOcean account.

• Action
  Reboot Droplet

  Reboots a Droplet gracefully, like pressing the reset button, and returns the started action.

• Action
  Rebuild Droplet

  Rebuilds a Droplet from a chosen image, keeping its IP address and ID but replacing its disk contents.

• Action
  Remove Droplets from Firewall

  Removes one or more Droplets from a DigitalOcean cloud firewall.

• Action
  Remove Droplets from Load Balancer

  Removes one or more Droplets from a load balancer.

• Action
  Resize Droplet

  Resizes a Droplet to a new size plan, optionally growing its disk permanently. Returns the resize action that was started.

• Action
  Tag Resource

  Applies an existing tag to one or more Droplets, databases, images, volumes or volume snapshots.

• Action
  Unassign Reserved IP

  Unassigns a reserved IP address from the Droplet it is currently assigned to.

• Action
  Untag Resource

  Removes a tag from one or more Droplets, databases, images, volumes or volume snapshots.

• Action
  Update Alert Policy

  Replaces the settings of an existing DigitalOcean monitoring alert policy, such as its metric, threshold, targets and notification recipients.

• Action
  Update App

  Updates an existing App Platform app by submitting a new app specification.

• Action
  Update Domain Record

  Updates an existing DNS record on a domain, changing only the attributes you supply.

• Action
  Update Firewall

  Replaces the configuration of an existing firewall: its name, inbound and outbound rules, Droplets and tags. Anything left out is reset to its default.

• Action
  Update Image

  Updates the name of an image, and for custom images its description and distribution.

• Action
  Update Load Balancer

  Updates a load balancer's settings. Any setting left out is reset to its default, so supply the full configuration.

• Action
  Update Node Pool

  Updates a node pool in a Kubernetes cluster: rename it, change its node count, tags, labels, taints, or autoscaling limits.

• Action
  Update Project

  Updates a DigitalOcean project's name, description, purpose, environment or default status. Only the fields you fill in are changed.

• Action
  Update SSH Key

  Renames an existing SSH key in your DigitalOcean account and returns the updated key.

• Action
  Update Uptime Check

  Updates the name, type, target, regions or enabled state of an existing DigitalOcean Uptime check.

• Action
  Update VPC

  Updates the name, description, or default status of an existing VPC network. Only the values you fill in are changed.

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