Connect Close and Greenhouse

Both apps 103Close 50Greenhouse 53

• 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
  Application Rejected

  Triggers when an application in Greenhouse is rejected, returning the rejected application with its candidate, job, rejection reason and custom fields.

• Trigger
  Application Updated

  Triggers when an application is created or updated in Greenhouse, including stage moves, rejections and hires.

• Trigger
  Candidate Hired

  Triggers when a candidate's application is marked as hired in Greenhouse, delivering the hired application.

• Trigger
  Candidate Updated

  Triggers when a candidate is created or updated in Greenhouse, returning the candidate's profile, contact details, tags and custom fields.

• Trigger
  Job Updated

  Triggers when a job (hiring plan) is created or updated in Greenhouse.

• Trigger
  New Candidate

  Triggers when a new candidate or prospect is added to Greenhouse.

• Trigger
  New Candidate Application

  Triggers when a new application is submitted or added for a candidate in Greenhouse, optionally limited to specific jobs, stages, sources or statuses.

• Trigger
  New Job

  Triggers when a new job (requisition / hiring plan) is created in Greenhouse.

• Trigger
  New Job Post

  Triggers when a new job post (a candidate-facing listing of a job) is created in Greenhouse.

• Trigger
  New Note

  Triggers when a new note is added to a candidate's profile in Greenhouse, including logged emails and activity entries.

• Trigger
  New Offer

  Triggers when a new offer is created on a candidate's application in Greenhouse.

• Trigger
  New Scheduled Interview

  Triggers when an interview on a candidate's application is scheduled on the calendar in Greenhouse.

• Trigger
  New Scorecard

  Triggers when an interviewer submits a scorecard for a candidate's interview in Greenhouse.

• Trigger
  New Scorecard Due

  Triggers when an interview has taken place and the interviewer's scorecard is still in draft, waiting to be submitted.

• Trigger
  Offer Updated

  Triggers when an offer is created or updated in Greenhouse, including status changes such as accepted or rejected.

• Action
  Add Attachment to Candidate

  Attaches a file (resume, cover letter, offer letter or other document) to a candidate's application in Greenhouse, from a public file URL or base64 file content.

• Action
  Add Candidate Education

  Adds an education entry (school, degree, field of study and dates) to a candidate's profile in Greenhouse.

• Action
  Add Candidate Employment

  Adds a work history entry (employer, job title and dates) to a candidate's profile in Greenhouse. Leave the end date blank to record it as the candidate's current job.

• Action
  Add Tag to Candidate

  Applies an existing tag from your organization's tag list to a candidate. Returns the applied tag record.

• Action
  Convert Prospect to Candidate

  Converts a prospect application into a candidate application on a job, optionally placing it on a chosen interview stage. Returns the new candidate application.

• Action
  Create Application

  Creates a new application for an existing Greenhouse candidate, either on a job or as a prospect application.

• Action
  Create Candidate

  Creates a new candidate in Greenhouse, either applied to a job or as a prospect, and returns the new candidate and their application.

• Action
  Create Candidate Note

  Adds a note, logged email, or activity-feed entry to a Greenhouse candidate, optionally tied to one of their applications.

• Action
  Create Interview

  Records an interview that is already scheduled on an external calendar against a candidate's application, at a chosen slot on the job's interview plan. It does not create a calendar event or send invites.

• Action
  Create Job

  Creates a new job in Greenhouse from an existing template job, with the requested number of openings, department, offices and custom field values.

• Action
  Create Job Note

  Adds a note to a job in Greenhouse, written on behalf of the user you choose and visible to job admins or to users allowed to see private job notes.

• Action
  Create Job Post

  Creates a new job post by copying an existing job post onto a job board, optionally with a new title, description, and publication status.

• Action
  Create Offer

  Creates an offer on an existing Greenhouse application, with an optional start date, opening and offer/compensation custom field values.

• Action
  Create Opening

  Adds a new opening (headcount slot) to an existing Greenhouse job, optionally with your own position id and opening custom field values.

• Action
  Create Prospect

  Creates a new prospect in Greenhouse: a candidate profile with a prospect application, optionally tied to jobs, a prospect pool, a department or an office.

• Action
  Delete Application

  Permanently deletes a single application, along with its interview stages, scorecards and rejection details. The candidate and their other applications are kept.

• Action
  Delete Candidate

  Permanently deletes a candidate along with all of their applications, attachments, scorecards and notes. This cannot be undone.

• Action
  Delete Interview

  Cancels and deletes a scheduled interview in Greenhouse, along with its interviewer assignments and reminders. Only interviews that are scheduled or awaiting feedback can be deleted.

• Action
  Delete Note

  Permanently deletes a note from a candidate's activity feed. This cannot be undone.

• Action
  Delete Opening

  Permanently removes an opening from its job. Only closed openings with no offer and no hired application can be deleted.

• Action
  Find Application

  Returns up to 100 job applications that match a free-text search and/or filters such as candidate, job, stage, source, department, office or hiring team.

• Action
  Find Candidate

  Returns up to 100 candidates and prospects that match a free-text search and/or filters such as job, stage, tag, source or recruiter, plus the first match on its own.

• Action
  Find Due Scorecard

  Finds scorecards that are still due — interview evaluations an interviewer has not yet submitted — for the applications, interviewers or interview kits you specify.

• Action
  Find Job

  Returns up to 100 jobs matching a free-text search term and optional filters such as status, department, office, hiring team member or custom field answer.

• Action
  Find Offer

  Finds offers extended to candidates, filtered by application, candidate, job, opening, status or date, and returns the matching offers plus the first match.

• Action
  Hire Application

  Marks a candidate's application as hired and closes the matching opening on the job.

• Action
  Merge Candidates

  Merges a duplicate candidate into another candidate. The primary candidate keeps its profile and absorbs the duplicate's applications, attachments, notes and tags; the duplicate is deleted.

• Action
  Move Application

  Moves an application to a different interview stage on the same job, or transfers it to another job. Stage transition rules, including automated emails, fire as they would in Greenhouse.

• Action
  Reject Application

  Rejects a candidate's application with a rejection reason, optionally sending the candidate a templated rejection email and setting application custom fields.

• Action
  Remove Tag from Candidate

  Removes a tag from a candidate by deleting the applied-tag record. The tag itself stays in your Greenhouse tag list.

• Action
  Unreject Application

  Reverses a rejection on an application, returning it to the in-process state on the stage it was rejected from. The earlier rejection reason and notes are cleared.

• Action
  Update Application

  Updates the attribution and details of an existing Greenhouse application, such as its source, referrer, recruiter, coordinator, prospect pool and stage, and custom fields.

• Action
  Update Candidate

  Updates an existing Greenhouse candidate's profile — name, company, title, contact details, tags, linked users and custom fields. Only the values you fill in are changed.

• Action
  Update Interview

  Updates a scheduled interview's time, location, video conferencing link, calendar event id, organizer or interviewer panel. Changes the Greenhouse record only and sends no calendar invites.

• Action
  Update Job

  Updates an existing Greenhouse job's name, notes, offices, department, requisition id and custom fields, and returns the updated job.

• Action
  Update Job Post

  Updates a Greenhouse job post: change its public title, replace its description, or publish it (live) or return it to draft.

• Action
  Update Offer

  Updates an existing offer's start date, opening, sent/created/resolved dates and offer custom fields, including compensation. Returns the updated offer.

• Action
  Update Opening

  Updates an opening on a Greenhouse job — its external id, target start date, custom fields, or open/closed status with a close reason.

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