Connect Close and JIRA

Both apps 190Close 50JIRA 140

• 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
  New Issue

  Polls for newly created issues in a project (ordered by creation date).

• Trigger
  New or Updated Issue

  Polls for issues created or updated recently (ordered by updated date).

• Action
  Add attachment

  add an attachment to an issue

• Action
  Add comment

  add a comment to an issue

• Action
  Add Comment to Issue

  Adds a comment to the specified issue.

• Action
  Add filter as favorite

  Add filter as favorite

• Action
  Add gadget to dashboard

  Add gadget to dashboard

• Action
  Add user to group

  add a user to a group

• Action
  Add vote

  add the current user's vote to an issue

• Action
  Add worklog

  add a worklog to an issue

• Action
  Archive issues by ID or key

  archive issues by ID/key

• Action
  Archive issue(s) by JQL

  Archive issue(s) by JQL

• Action
  Assign Issue

  Assigns an issue to a user by account ID.

• Action
  Bulk create issue

  bulk create issues

• Action
  Bulk create statuses

  Bulk create statuses

• Action
  Bulk delete issues

  bulk delete issues

• Action
  Bulk delete Statuses

  Bulk delete Statuses

• Action
  Bulk delete worklogs

  bulk delete worklogs on an issue

• Action
  Bulk edit dashboards

  Bulk edit dashboards

• Action
  Bulk edit issues

  bulk edit issue fields

• Action
  Bulk fetch issues

  bulk fetch issues by ID/key

• Action
  Bulk move issues

  bulk move issues

• Action
  Bulk move worklogs

  bulk move worklogs

• Action
  Bulk transition issue statuses

  bulk transition issue statuses

• Action
  Bulk unwatch issues

  bulk unwatch issues

• Action
  Bulk watch issues

  bulk watch issues

• Action
  Change filter owner

  Change filter owner

• Action
  Copy dashboard

  Copy dashboard

• Action
  Create component

  Create component

• Action
  Create custom field

  Create custom field

• Action
  Create dashboard

  Create dashboard

• Action
  Create filter

  Create filter

• Action
  Create group

  Create group

• Action
  Create Issue

  Creates a new issue in the specified project.

• Action
  Create issue link

  create a link between two issues

• Action
  Create issue link type

  create an issue link type

• Action
  Create issue type

  create an issue type

• Action
  Create project

  create a project

• Action
  Create project category

  create a project category

• Action
  Create related work

  Create related work

• Action
  Create user

  create a user

• Action
  Create version

  Create version

• Action
  Delete and replace version

  Delete and replace version

• Action
  Delete attachment

  delete an attachment

• Action
  Delete comment

  delete a comment

• Action
  Delete component

  Delete component

• Action
  Delete custom field

  Delete custom field

• Action
  Delete dashboard

  Delete dashboard

• Action
  Delete filter

  Delete filter

• Action
  Delete Issue

  Deletes an issue by its key or ID.

• Action
  Delete issue link

  delete an issue link

• Action
  Delete issue link type

  delete an issue link type

• Action
  Delete issue type

  delete an issue type

• Action
  Delete project

  delete a project

• Action
  Delete project asynchronously

  delete a project asynchronously

• Action
  Delete project category

  delete a project category

• Action
  Delete related work

  Delete related work

• Action
  Delete user

  delete a user

• Action
  Delete version

  Delete version

• Action
  Delete vote

  remove the current user's vote from an issue

• Action
  Delete watcher

  remove a watcher from an issue

• Action
  Delete worklog

  delete a worklog

• Action
  Export Archived Issues

  Export archived issue(s)

• Action
  Get all dashboards

  Get all dashboards

• Action
  Get all projects

  Get all projects

• Action
  Get attachment content

  get attachment content

• Action
  Get attachment metadata

  get attachment metadata

• Action
  Get available transitions

  Get available transitions

• Action
  Get bulk available transitions

  get transitions available for bulk transition

• Action
  Get comment

  get a single comment

• Action
  Get comments by IDs

  get comments by IDs

• Action
  Get component

  Get component

• Action
  Get create issue metadata

  Get create issue metadata

• Action
  Get create metadata issue types for a project

  get create-metadata issue types for a project

• Action
  Get custom field

  Fetches a custom field's definition by its ID, including its name, description and field type. Returns found = false when no field has that ID.

• Action
  Get dashboard

  Get dashboard

• Action
  Get edit issue metadata

  get edit metadata for an issue

• Action
  Get favorite filters

  Get favorite filters

• Action
  Get filter

  Get filter

• Action
  Get group

  Get group

• Action
  Get Issue

  Returns the details of a single issue by its key or ID.

• Action
  Get Issue Comments

  Returns all comments for the specified issue.

• Action
  Get issue link

  get an issue link

• Action
  Get issue link type

  get an issue link type

• Action
  Get issue link types

  list issue link types

• Action
  Get Issue Transitions

  Returns the workflow transitions available for the specified issue.

• Action
  Get issue type

  get an issue type

• Action
  Get issue watchers

  get watchers of an issue

• Action
  Get issue worklogs

  get worklogs on an issue

• Action
  Get is watching issue bulk

  check watching status for multiple issues

• Action
  Get my filters

  Get my filters

• Action
  Get Project

  Returns the details of a single project by its key or ID.

• Action
  Get project category

  Fetches a project category by ID, with its name and description. An error occurs if the category is not found.

• Action
  Get project components

  get all components of a project

• Action
  Get project versions

  get all versions of a project

• Action
  Get recent projects

  get recently viewed projects

• Action
  Get related work

  Get related work

• Action
  Get status

  Get status

• Action
  Get status category

  Get status category

• Action
  Get transitions

  get available transitions for an issue

• Action
  Get user

  get a user

• Action
  Get user groups

  get groups a user belongs to

• Action
  Get users from group

  list members of a group

• Action
  Get version

  Get version

• Action
  Get votes

  get votes on an issue

• Action
  Get worklog

  get a worklog

• Action
  Get worklogs by IDs

  get worklogs by IDs

• Action
  Get worklogs by issue ID and worklog ID

  get worklogs by issue ID and worklog ID (internal)

• Action
  List Project Issue Types

  Returns the issue types available, optionally for a given project.

• Action
  List Projects

  Returns a paginated list of projects visible to the user.

• Action
  List users

  Lists the users visible to the connected Jira account. Takes no search criterion.

• Action
  Merge versions

  merge one version into another

• Action
  Move version

  Move version

• Action
  Remove filter as favorite

  Remove filter as favorite

• Action
  Remove gadget from dashboard

  Remove gadget from dashboard

• Action
  Remove group

  Remove group

• Action
  Remove user from group

  remove a user from a group

• Action
  Restore custom field from trash

  Restore custom field from trash

• Action
  Restore deleted or archived project

  restore a deleted or archived project

• Action
  Search for dashboards

  Search for dashboards

• Action
  Search for filters

  Search for filters

• Action
  Search for issues using JQL enhanced search (GET)

  Search for issues using JQL enhanced search (GET)

• Action
  Search for issues using JQL enhanced search (POST)

  search for issues using enhanced JQL (POST)

• Action
  Search Issues (JQL)

  Searches for issues using a JQL query.

• Action
  Transition Issue

  Moves an issue to a new status by performing a workflow transition.

• Action
  Unarchive issues by keys or ID

  unarchive issues by key/ID

• Action
  Update comment

  update a comment

• Action
  Update component

  Update component

• Action
  Update custom field

  Update custom field

• Action
  Update dashboard

  Update dashboard

• Action
  Update filter

  Update filter

• Action
  Update gadget on dashboard

  Update gadget on dashboard

• Action
  Update Issue

  edit an issue

• Action
  Update issue link type

  update an issue link type

• Action
  Update issue type

  update an issue type

• Action
  Update project

  update a project

• Action
  Update project category

  update a project category

• Action
  Update related work

  Update one related-work link on a Jira project version. Reads the version's existing related work, overlays only the fields you supply, then writes the merged object back — so anything you leave blank keeps its current value.

• Action
  Update version

  Update version

• Action
  Update worklog

  update a worklog

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