--- title: "Connect Close and Google Docs - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Create Document\" in Google Docs." canonical: "https://apiant.ai/connect/close-to-google-docs" --- # Connect Close and Google Docs When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Create Document** in [Google Docs](https://apiant.ai/connections/google-docs), or **Document Structure Changed** in Google Docs 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 Google Docs **10** triggers Google Docs **46** 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 Google Docs 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 Google Docs can do together ### From Close to Google Docs - When **New Contact in Contact Smart View** in Close then **Create Document** in Google Docs - When **New Lead in Smart View** in Close then **Create Document Markdown** in Google Docs ### From Google Docs to Close - When **Document Structure Changed** in Google Docs then **Add Address to Lead** in Close - When **Document Updated** in Google Docs 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 Google Docs ## Triggers and actions 13 triggers · 93 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 **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. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **Google Docs** Google Docs is a cloud-based word processor with real-time collaboration, version history, and integration...](https://apiant.ai/connections/google-docs) 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 Google Docs - [ **Slack to Google Docs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-google-docs) - [ **Google Sheets to Google Docs** Google Sheets](https://apiant.ai/connect/google-sheets-to-google-docs) - [ **Gmail to Google Docs** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-google-docs) - [ **Google Calendar to Google Docs** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-google-docs) - [ **Pipedrive to Google Docs** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-google-docs) - [ **ActiveCampaign to Google Docs** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-google-docs) Questions ## Close and Google Docs, 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 Google Docs when something happens in Close? Any of Google Docs's 46 actions, including Create And Populate Table, Create Document, Create Document Markdown and Create Footer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Google Docs to Close? Yes. When something happens in Google Docs, your agent can act in Close too. This page covers both directions: Google Docs's triggers and Close's actions are listed here as well. ### ### Do I have to build a connector for Close or Google Docs? 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 Google Docs 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.