Connect Close and Google Docs

Both apps 106Close 50Google Docs 56

• 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
  Document Deleted

  Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

• Trigger
  Document Placeholder Filled

  Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

• Trigger
  Document Search Update

  Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

• Trigger
  Document Structure Changed

  Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

• Trigger
  Document Updated

  Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

• Trigger
  Document Word Count Threshold

  Triggers when a Google Doc's word/character count crosses a user-defined threshold. This trigger monitors a specific Google Doc and fires when its word or character count becomes greater than or equal to the configured threshold value.

• Trigger
  Keyword Detected in Document

  Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset.

• Trigger
  New Document Added

  Triggers when a new Google Doc is added/created. This trigger monitors Google Docs and fires when new documents are detected.

• Trigger
  New Document Created

  Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

• Trigger
  New Folder Created in Root

  Triggers when a new folder is created in the root folder of Google Drive. This trigger monitors Google Drive and fires when new folders are detected in the root directory.

• Action
  Copy Document

  Tool to create a copy of an existing google document. use this to duplicate a document, for example, when using an existing document as a template. the copied document will have a default title (e.g., 'copy of [original title]') if no new title is provided, and will be placed in the user's root google drive folder.

• Action
  Create And Populate Table

  Creates a new table in a Google Document and populates its cells with provided text data in a single operation. Use this action when you need to insert a structured table with predefined content into a document. The action handles both table creation and cell population automatically, eliminating the need for separate operations.

• Action
  Create Document

  Creates a new google docs document using the provided title as filename and inserts the initial text at the beginning if non-empty, returning the document's id and metadata (excluding body content).

• Action
  Create Document Markdown

  Creates a new google docs document, optionally initializing it with a title and content provided as markdown text.

• Action
  Create Footer

  Tool to create a new footer in a google document. use when you need to add a footer, optionally specifying its type and the section it applies to.

• Action
  Create Footnote

  Tool to create a new footnote in a google document. use this when you need to add a footnote at a specific location or at the end of the document body.

• Action
  Create Header

  Tool to create a new header in a google document. use this tool when you need to add a header to a document, optionally specifying the section it applies to.

• Action
  Create Named Range

  Tool to create a new named range in a google document. use this to assign a name to a specific part of the document for easier reference or programmatic manipulation.

• Action
  Create Paragraph Bullets

  Tool to add bullets to paragraphs within a specified range in a google document. use when you need to format a list or a set of paragraphs as bullet points.

• Action
  Create Tab

  Creates a new tab in a Google Docs document. Tabs allow you to organize document content into separate sections within a single document. Use this action when you need to add a new organizational tab to a document. When a tab is added at a specified index, all subsequent tabs' indexes are automatically incremented.

• Action
  Delete Content Range

  Tool to delete a range of content from a google document. use when you need to remove a specific portion of text or other structural elements within a document.

• Action
  Delete Footer

  Tool to delete a footer from a google document. use when you need to remove a footer from a specific section or the default footer.

• Action
  Delete Header

  Deletes the header from the specified section or the default header if no section is specified. use this tool to remove a header from a google document.

• Action
  Delete Named Range

  Tool to delete a named range from a google document. use when you need to remove a previously defined named range by its id or name.

• Action
  Delete Paragraph Bullets

  Tool to remove bullets from paragraphs within a specified range in a google document. use when you need to clear bullet formatting from a section of a document.

• Action
  Delete Tab

  Deletes a tab from a Google Document. This action is irreversible — the tab cannot be recovered once removed. Use when you need to remove a tab and all its child tabs from a document's tab structure.

• Action
  Delete Table

  Tool to delete an entire table from a google document. use when you have the document id and the specific start and end index of the table element to be removed. the table's range can be found by inspecting the document's content structure.

• Action
  Delete Table Column

  Tool to delete a column from a table in a google document. use this tool when you need to remove a specific column from an existing table within a document.

• Action
  Delete Table Row

  Tool to delete a row from a table in a google document. use when you need to remove a specific row from an existing table.

• Action
  Export Document As Pdf

  Tool to export a Google Docs file as PDF using the Google Drive API. Use when you need to generate a PDF version of a Google Docs document for download or distribution. Note: Google Drive enforces a 10MB limit on export content.

• Action
  Get Docs Drive File Metadata

  Get selected metadata fields for one Google Drive file by ID.

• Action
  Get Docs Spreadsheet Values

  Read cell values from one range in a Google Sheets spreadsheet.

• Action
  Get Document By Id

  Retrieves an existing google document by its id; will error if the document is not found.

• Action
  Get Document End Index

  Retrieves the end index and paragraph structure of a Google Document or specific segment. Use this action when you need to determine valid insertion points for text operations, especially before using insertText requests. The end index represents the maximum boundary of the document body or specified segment (header, footer, footnote, or tab).

• Action
  Get Document Plaintext

  Retrieve a Google Doc by ID and return a best-effort plain-text rendering. Converts document structure into plain text including paragraphs, lists, and tables without requiring clients to traverse complex Docs API JSON.

• Action
  Insert Image In Table Cell

  Inserts an image from a given URI into a specific table cell in a Google Document. Use this action when you need to add an image to a particular cell within a table. The action identifies the target cell by table start index, row index, and column index, then inserts the image at the specified position within that cell's content.

• Action
  Insert Inline Image

  Tool to insert an image from a given uri at a specified location in a google document as an inline image. use when you need to add an image to a document programmatically.

• Action
  Insert Page Break

  Tool to insert a page break into a google document. use when you need to start new content on a fresh page, such as at the end of a chapter or section.

• Action
  Insert Table Action

  Tool to insert a table into a google document. use when you need to add a new table at a specific location or at the end of a segment (like document body, header, or footer) in a document.

• Action
  Insert Table Column

  Tool to insert a new column into a table in a google document. use this tool when you need to add a column to an existing table at a specific location.

• Action
  Insert Table Row

  Inserts a new row into a table in a Google Document at a specified location. Use this action when you need to add a row to an existing table, either above or below a reference cell location.

• Action
  Insert Text Action

  Tool to insert a string of text at a specified location within a google document. use when you need to add new text content to an existing document.

• Action
  Insert Text In Table Cell

  Inserts text into a specific cell of a table in a Google Document by row and column position. Use this action when you need to add or update text content in a table cell at a known row and column index. To use this action, you must first retrieve the document structure using GOOGLEDOCS_GET_DOCUMENT_BY_ID to find the table's start index. Then specify the target cell by its zero-based row and column indices (e.g., row_index=0, column_index=0 for the top-left cell).

• Action
  List Drive Item Permissions

  List permissions for a Google Drive file, folder, or shared drive.

• Action
  List Spreadsheet Charts

  Tool to retrieve a list of all charts from a specified Google Sheets spreadsheet. Use when you need to get chart IDs and their specifications for embedding or referencing elsewhere, such as in Google Docs.

• Action
  Replace All Text

  Tool to replace all occurrences of a specified text string with another text string throughout a google document. use when you need to perform a global find and replace operation within a document.

• Action
  Replace Image

  Tool to replace a specific image in a document with a new image from a uri. use when you need to update an existing image within a google doc.

• Action
  Search Documents

  Search for google documents using various filters including name, content, date ranges, and more.

• Action
  Unmerge Table Cells

  Tool to unmerge previously merged cells in a table. use this when you need to revert merged cells in a google document table back to their individual cell states.

• Action
  Update Document Markdown

  Replaces the entire content of an existing google docs document with new markdown text; requires edit permissions for the document.

• Action
  Update Document Section Markdown

  Tool to insert or replace a section of a Google Docs document with Markdown content. Use when you need to update only a section of a document by specifying start and optional end indices. Supports full Markdown formatting.

• Action
  Update Document Style

  Tool to update the overall document style, such as page size, margins, and default text direction. use when you need to modify the global style settings of a google document.

• Action
  Update Existing Document

  Applies programmatic edits, such as text insertion, deletion, or formatting, to a specified google doc using the `batchupdate` api method.

• Action
  Update Table Row Style

  Tool to update the style of a table row in a google document. use when you need to modify the appearance of specific rows within a table, such as setting minimum row height or marking rows as headers.

• Action
  Update Tab Properties

  Updates properties of a document tab such as title, parent tab, index, and icon emoji. Use this action when you need to rename a tab, change its emoji icon, move it within the tab hierarchy, or reorganize tab structure.

• Action
  Upload Drive File

  Upload a file of 5 MiB or less to Google Drive using multipart upload.

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