--- title: "Connect Close to Easymailing - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Create a New Cart (Order)\" in Easymailing." canonical: "https://apiant.ai/connect/close-to-easymailing" --- # Connect Close to Easymailing When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Create a New Cart (Order)** in [Easymailing](https://apiant.ai/connections/easymailing). Describe the whole flow and it is built, tested on every scenario and kept running. Close **3** triggers Close **47** actions Easymailing **27** 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 Easymailing 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 can start in Easymailing - When **New Contact in Contact Smart View** in Close then **Create a New Cart (Order)** in Easymailing - When **New Lead in Smart View** in Close then **Create or Update Customer** in Easymailing 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 Easymailing ## Triggers and actions 3 triggers · 74 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. - Action **Add Member to Automation Queue** Add member to automation queue. Starts the automation for the member. - Action **Add Member to Group** Add member to group in a specified audience. - Action **Cancel Order** The status of the order will be set to "cancelled". You can use to send an email to the customer to inform him that his order has been cancelled. - Action **Create a Campaign** Creates a campaign draft. - Action **Create a Group** Creates a group in the selected audience. - Action **Create a New Cart (Order)** Creates a new order with status cart in the store. - Action **Create or Update Category** Creates or updates a category in a store. - Action **Create or Update Customer** Creates or updates a customer in a store. - Action **Create or Update Member** Creates or updates a member in a specified audience. - Action **Create or Update Product** Creates or updates a product in a store. - Action **Create or Update Variant** Creates or updates a variant in a store. - Action **Delete a Member** Delete a member in a specified audience. - Action **Delete Order** Delete an order in the selected store. - Action **Get Audience** Get one audience by uuid. - Action **Get Customer by Email** Finds a customer in an store by their email address. - Action **Get Member by Email** Finds a member in an audience by their email address. - Action **List Members** List members of an audience with pagination. - Action **List Orders** List orders in a store. - Action **List Products** List products in a store. - Action **Pay Order** The status of the order will be set to "paid". Orders Paid not trigger the abandoned cart automation and Payment reminder automation. - Action **Process Order** Convert a cart to an order. The status of the order will be set to "new". - Action **Refund Order** The status of the order will be set to "refunded". You can use to send an email to the customer to inform him that his order has been refunded. - Action **Remove Member From Group** Remove member from group in a specified audience. - Action **Schedule a Campaign** Schedules a campaign to be sent at a later date. - Action **Send a Campaign** Sends a campaign now - Action **Ship Order** The status of the order will be set to "shipped". You can use to send an email to the customer to inform him that his order has been shipped. - Action **Unsubscribe a Member** Unsubscribe a member in a specified audience. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **Easymailing** Easymailing is an all-in-one platform for email marketing, subscription forms, automation, and creating...](https://apiant.ai/connections/easymailing) 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 Easymailing - [ **HubSpot to Easymailing** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-easymailing) - [ **Salesforce to Easymailing** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-easymailing) - [ **Slack to Easymailing** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-easymailing) - [ **Google Sheets to Easymailing** Google Sheets](https://apiant.ai/connect/google-sheets-to-easymailing) - [ **Gmail to Easymailing** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-easymailing) - [ **Google Calendar to Easymailing** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-easymailing) Questions ## Close and Easymailing, 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 Easymailing when something happens in Close? Any of Easymailing's 27 actions, including Create a Campaign, Create a Group, Create a New Cart (Order) and Create or Update Category. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Easymailing to Close? Easymailing has no triggers in the catalog today, so automations start in Close. If you need the other direction, ask: your agent reads Easymailing's API documentation and adds it. ### ### Do I have to build a connector for Close or Easymailing? 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 Easymailing 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.