--- title: "Connect Close and Greenhouse - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Create Candidate Note\" in Greenhouse." canonical: "https://apiant.ai/connect/close-to-greenhouse" --- # Connect Close and Greenhouse When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Create Candidate Note** in [Greenhouse](https://apiant.ai/connections/greenhouse), or **Application Updated** in Greenhouse 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 Greenhouse **15** triggers Greenhouse **38** 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 Greenhouse 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 Greenhouse can do together ### From Close to Greenhouse - When **New Contact in Contact Smart View** in Close then **Create Candidate Note** in Greenhouse - When **New Lead in Smart View** in Close then **Add Attachment to Candidate** in Greenhouse ### From Greenhouse to Close - When **Application Updated** in Greenhouse then **Add Address to Lead** in Close - When **Candidate Updated** in Greenhouse 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 Greenhouse ## Triggers and actions 18 triggers · 85 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 **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. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **Greenhouse** Greenhouse is a hiring software company. We create the technology, know-how and support for your business'...](https://apiant.ai/connections/greenhouse) 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 Greenhouse - [ **Google Sheets to Greenhouse** Google Sheets](https://apiant.ai/connect/google-sheets-to-greenhouse) - [ **Gmail to Greenhouse** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-greenhouse) - [ **Google Calendar to Greenhouse** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-greenhouse) - [ **Google Drive to Greenhouse** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-greenhouse) - [ **ActiveCampaign to Greenhouse** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-greenhouse) - [ **Airtable to Greenhouse** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-greenhouse) Questions ## Close and Greenhouse, 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 Greenhouse when something happens in Close? Any of Greenhouse's 38 actions, including Create Application, Create Candidate, Create Candidate Note and Create Interview. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Greenhouse to Close? Yes. When something happens in Greenhouse, your agent can act in Close too. This page covers both directions: Greenhouse's triggers and Close's actions are listed here as well. ### ### Do I have to build a connector for Close or Greenhouse? 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 Greenhouse 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.