--- title: "Connect Close and DigitalOcean - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Add Droplets to Firewall\" in DigitalOcean." canonical: "https://apiant.ai/connect/close-to-digitalocean" --- # Connect Close and DigitalOcean When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Add Droplets to Firewall** in [DigitalOcean](https://apiant.ai/connections/digitalocean), or **New App** in DigitalOcean 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 DigitalOcean **8** triggers DigitalOcean **108** 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 DigitalOcean 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 DigitalOcean can do together ### From Close to DigitalOcean - When **New Contact in Contact Smart View** in Close then **Add Droplets to Firewall** in DigitalOcean - When **New Lead in Smart View** in Close then **Add Droplets to Load Balancer** in DigitalOcean ### From DigitalOcean to Close - When **New App** in DigitalOcean then **Add Address to Lead** in Close - When **New App Deployment** in DigitalOcean 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 DigitalOcean ## Triggers and actions 11 triggers · 155 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 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. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **DigitalOcean** DigitalOcean is a cloud computing platform to quickly deploy virtual machines—with your custom code, or with...](https://apiant.ai/connections/digitalocean) 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 DigitalOcean - [ **ActiveCampaign to DigitalOcean** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-digitalocean) - [ **Airtable to DigitalOcean** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-digitalocean) - [ **Asana to DigitalOcean** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-digitalocean) - [ **ClickUp to DigitalOcean** 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-digitalocean) - [ **Brevo to DigitalOcean** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-digitalocean) - [ **Calendly to DigitalOcean** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-digitalocean) Questions ## Close and DigitalOcean, 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 DigitalOcean when something happens in Close? Any of DigitalOcean's 108 actions, including Create Alert Policy, Create App, Create App Deployment and Create Custom Image. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DigitalOcean to Close? Yes. When something happens in DigitalOcean, your agent can act in Close too. This page covers both directions: DigitalOcean's triggers and Close's actions are listed here as well. ### ### Do I have to build a connector for Close or DigitalOcean? 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 DigitalOcean 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.