Connect Close and Inmobalia CRM

Both apps 106Close 58Inmobalia CRM 48

• 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.

• Trigger
  Activity Log Update

  Triggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact.

• Trigger
  Activity Task Update

  Triggers when an activity task is created or updated in Inmobalia CRM.

• Trigger
  Contact Update

  Triggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed.

• Trigger
  New Activity Log

  Triggered when a new activity log is created.

• Trigger
  New Activity Task

  Triggered when a new activity task is created.

• Trigger
  New Contact

  Triggered when a new contact is created in Inmobalia CRM.

• Trigger
  New Property

  Triggers when a new property is created in Inmobalia CRM.

• Trigger
  New Sale

  Triggers when a new sale is created in Inmobalia CRM.

• Trigger
  New User

  Triggered when a new user is created in the agency's Inmobalia CRM account.

• Trigger
  New WebLead

  Triggers when a new web lead is received, such as a website form submission or a lead from an integration.

• Trigger
  Property Update

  Triggers when an existing property is changed, or a new one is added, returning the property's summary details.

• Trigger
  Sale Update

  Triggers when a sale is created or updated in Inmobalia CRM.

• Action
  Create Activity Log

  Creates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id.

• Action
  Create Activity Log Comment

  Adds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment.

• Action
  Create Activity Task

  Creates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings.

• Action
  Create Activity Task Comment

  Adds a comment to an activity task. The authenticated user is recorded as the comment's author.

• Action
  Create Contact

  Creates a new contact in Inmobalia CRM and returns the id of the new contact.

• Action
  Create Property

  Creates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished.

• Action
  Create Property Description

  Adds a description in a chosen language to a property, and returns the description that was created.

• Action
  Create Property File

  Uploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details.

• Action
  Create Property Image

  Uploads a JPEG or PNG image to a property's gallery and returns the new image's details.

• Action
  Create Property Link

  Adds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link.

• Action
  Create WebLead

  Creates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead.

• Action
  Find and Get Activity

  Returns one activity, either an activity log or an activity task, by its ID.

• Action
  Find and Get Activity Log

  Returns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings.

• Action
  Find and Get Activity Task

  Returns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings.

• Action
  Find and Get Contact by Email

  Finds contacts by exact email address and returns the first match along with every matching contact.

• Action
  Find and Get Contact by ID

  Returns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found.

• Action
  Find and Get Property by ID

  Returns the full details of a single property, identified by its ID.

• Action
  Find and Get Property by Reference

  Returns the full details of the property with the given reference, including its pricing, location, features and status.

• Action
  Find and Get Property Description

  Returns a property's description text in the language you specify, including its short, main, extra and price descriptions.

• Action
  Find and Get Property File by Property Id and File Id

  Returns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID.

• Action
  Find and Get Property HTML by Property Id and HTML Id

  Returns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings.

• Action
  Find and Get Property Image by Property Id and Image Id

  Returns one image of a property, including its temporary link, gallery position, dimensions and publishing status.

• Action
  Find and Get Property Link by Property Id and Link Id

  Returns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID.

• Action
  Find and Get Sale by Code

  Returns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status.

• Action
  Find and Get Sale by ID

  Returns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status.

• Action
  Find and Get User

  Finds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled.

• Action
  Get All Available Property Features

  Returns every property feature in the agency's catalogue, with its code, name and type.

• Action
  Get All Custom Features

  Returns the custom property features your agency has defined, with each feature's code and name.

• Action
  Get All Property Tags

  Returns all the property tags defined in your Inmobalia CRM agency.

• Action
  Get All Property Types

  Returns every property type available in the agency's Inmobalia CRM, with each type's name and category.

• Action
  Select Location

  Returns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area.

• Action
  Update Activity Task

  Updates an existing activity task in Inmobalia CRM and returns the updated task.

• Action
  Update Property Description

  Updates the description of a property in a given language, and returns the updated description.

• Action
  Update Property File

  Updates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced.

• Action
  Update Property Image

  Updates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image.

• Action
  Update Property Link

  Updates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link.

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