Connect Close to Hospitable

Both apps 123Close 58Hospitable 65

• 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 Call

  Logs a call made outside Close's built-in calling as a Call activity on a lead, with optional direction, duration, note, recording and outcome.

• Action
  Create Call Task

  Creates an outgoing call task in Close that reminds a user to call a specific contact on a lead.

• 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 Email

  Creates an email activity on a Close lead: logs a received or sent email, saves a draft, schedules an email, or sends one immediately.

• 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 Contacts

  Returns up to 200 Close contacts whose name, email, phone or other text fields match the search text, including each contact's custom field values.

• 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 User

  Finds users in your Close organization by email address and/or name, returning the matching users.

• 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 Opportunity Report

  Returns Close's opportunity status change report: how many opportunities were in, entered and left each status over a period, plus the transitions between statuses.

• 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
  Toggle Forwarding on Phone Number

  Turns call forwarding on or off for a Close phone number, optionally setting the number calls forward to and other phone number settings. Returns the updated phone number.

• 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
  Update Workflow Subscription

  Pauses or resumes a contact's workflow (sequence) subscription in Close by changing its status.

• Action
  All Payouts

  Returns Airbnb payouts.

• Action
  All Transactions

  All Transactions in Hospitable.

• Action
  Cancel Manual Reservation

  Cancel a manual reservation. Only manual reservations can be cancelled through this endpoint.

• Action
  Cancel Scheduled Message

  Cancels a scheduled message so it will not be sent to the guest. The scheduled message record itself is preserved and can be restored with the restore-scheduled-message endpoint.

• Action
  Create Owner Statement Transaction

  Creates an owner-statement expense or reimbursement transaction.

• Action
  Create Task

  Creates a manual operations task on a property. Supports immediate internal teammate assignment via `teammate_uuid`. Marketplace assignment is not supported through this endpoint.

• Action
  Delete a Knowledge Hub item

  Deletes a Knowledge Hub aggregate item from a property.

• Action
  Delete a Knowledge Hub topic

  Deletes a Knowledge Hub topic and all of its aggregate items from a property.

• Action
  Delete Owner Statement Transaction

  Deletes an owner-statement expense or reimbursement transaction.

• Action
  Delete Task

  Deletes a manual operations task. Marketplace-backed tasks cannot be deleted through this endpoint.

• Action
  Get Agreement

  Returns a single rental agreement with rendered **content**, structured **fields** (guest-submitted values), and a **pdf_url** for signed agreements.

• Action
  Get Agreements

  Returns a paginated list of rental agreement **summaries** for the authenticated account, ordered by most recently created first.

• Action
  Get Alerts

  Returns a paginated list of dashboard alerts for the authenticated team. Alerts are issues that need attention — for example a disconnected channel, low smart-lock battery, failed payment, or a detect

• Action
  Get an Enrichable Shortcode by Key

  Returns the value that has been provided for the key.

• Action
  Get Business

  Returns a single Owner Statements business by UUID.

• Action
  Get Businesses

  Returns a paginated list of Owner Statements businesses for the active team.

• Action
  Get Channels

  Returns the booking-platform channels connected to the account (Airbnb, VRBO, Booking.com, Agoda, iCal, manual, direct). Use the `user_id` field as the `host` filter on the get-custom-codes endpoint.

• Action
  Get Custom Codes

  Returns the account's user-defined custom codes (`%%key%%`) used in guest messages. Filter by scoping fields to narrow.

• Action
  Get Inquiries

  > 📘 **Available includes:**

• Action
  Get Inquiry by UUID

  > 📘 **Available includes:**

• Action
  Get Opportunities

  Returns a paginated list of dashboard opportunities for the authenticated team. Opportunities are suggestions that can improve listing performance — for example enabling property protection, optimizin

• Action
  Get Owner

  Returns a single property owner by UUID, including `owner_portal_status` and `bank_account_status`.

• Action
  Get Owners

  Returns a paginated list of property owners for the active team (Owner Statements), including `owner_portal_status` and `bank_account_status`.

• Action
  Get Owner Statement

  Returns a single owner statement or invoice by UUID, including lean money totals by default (for example `total_reservation_income`, `taxes_to_manager`, `taxes_to_owner`, `total_due_to_owner`) plus `p

• Action
  Get Owner Statements

  Returns a paginated list of owner statements and invoices for the active team.

• Action
  Get Owner Statement Transaction

  Returns a single owner-statement expense transaction by UUID.

• Action
  Get Owner Statement Transactions

  Returns a paginated list of owner-statement expense and reimbursement transactions.

• Action
  Get Properties

  > 📘 **Available includes:**

• Action
  Get Property Availability Settings

  Returns availability and booking rules for a property: advance notice, rolling availability window, maximum and minimum stay, check-in/check-out day restrictions, preparation time, instant book, and r

• Action
  Get Property by UUID

  > 📘 **Available includes:**

• Action
  Get Property Calendar

  Get Property Calendar in Hospitable.

• Action
  Get Property Devices

  Returns the smart devices connected to a property: smart locks and thermostats. Filter by `device_type` to restrict to a single category.

• Action
  Get Property Images

  Get Property Images in Hospitable.

• Action
  Get Property Knowledge Hub

  Returns the Knowledge Hub for a property, including all sources, topics, and aggregate items. Aggregate items under each topic are the primary representation of knowledge for that property.

• Action
  Get Property Pricing

  Returns pricing settings saved on a property: currency, base and weekend nightly rates, fees, guests included, maximum occupancy, and security deposit configuration.

• Action
  Get Property Reviews

  Returns a paginated list of reviews that guests have left for a specific property.

• Action
  Get Property Taxes

  Returns the tax rules configured for a property: type, calculation method, rate or amount, subjects, and per-channel activation and remittance flags.

• Action
  Get Reservation

  > 📘 **Available includes**:

• Action
  Get Reservation Messages

  > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs)

• Action
  Get Reservations

  > 📘 **Available includes:**

• Action
  Get Short Codes

  Returns the catalog of built-in shortcodes (`%key%`) that can be embedded in guest messages, including the events they apply to. Filter by a specific event to see the subset valid for that lifecycle s

• Action
  Get Task

  Returns a single task by UUID. `start_date` and `end_date` are ISO-8601 datetimes in the property local timezone (identified by the `timezone` field).

• Action
  Get Tasks

  Returns a paginated list of operations tasks for one or more properties, with optional filters for dates, task types, and statuses.

• Action
  Get Teammate

  Returns a single teammate by UUID.

• Action
  Get Teammates

  Returns a paginated list of internal teammates associated with the account. Use this to resolve a teammate UUID for the task create/update endpoints.

• Action
  Get Upsell Product

  Returns a single upsell product by UUID, including the same catalog fields as the list endpoint plus `can_edit_pricing_type` and a resolved `payout_method` when available.

• Action
  Get User & Billing

  Get User & Billing in Hospitable.

• Action
  List Enrichable Shortcodes

  Returns the enrichable shortcodes scoped to the client along with the values that have been provided.

• Action
  List Guest Reviews

  Returns host-of-guest review records on the account, including pending drafts you have not yet submitted, reviews you have already sent to the platform, and reviews that were cancelled. Use `status` t

• Action
  List Purchased Upsells

  Returns a paginated list of purchased upsells for the authenticated account, ordered by most recently paid first (`paid_at` descending, then id).

• Action
  List Reservation Scheduled Messages

  Returns the scheduled messages attached to a single reservation, including ones that have already been sent and ones that have been cancelled. Time fields are returned in the reservation's local timez

• Action
  List Upsell Products

  Returns a paginated list of upsell products in the authenticated account catalog (early check-in, late checkout, custom fees, trip insurance, and similar offers you configure for guests).

• Action
  Lock Smart Lock

  Sends a lock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape.

• Action
  Mark Owner Statement As Paid

  Marks a published owner statement as paid.

• Action
  Mark Owner Statement As Unpaid

  Marks a paid owner statement as unpaid (returns it to published).

• Action
  Publish Owner Statement

  Starts an asynchronous publish for the owner statement.

• Action
  Respond to a Review

  Respond to a review received for a reservation.

• Action
  Restore Scheduled Message

  Restores a previously cancelled scheduled message so it will be sent at its existing `scheduled_for` time.

• Action
  Retrieve a Payout

  Retrieve a Payout in Hospitable.

• Action
  Retrieve a Transaction

  Retrieve a Transaction in Hospitable.

• Action
  Search Properties

  This endpoint allows you to search up to **3 years** in the future and for a max period of **90 days**.

• Action
  Send a Message for an Inquiry

  > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs)

• Action
  Set an Enrichable Shortcode

  Set an Enrichable Shortcode in Hospitable.

• Action
  Unlock Smart Lock

  Sends a unlock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape.

• Action
  Unpublish Owner Statement

  Starts an asynchronous unpublish for the owner statement.

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