Connect Close and Mindstamp

Both apps 148Close 60Mindstamp 88

• 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 Custom Object

  Creates a new custom object record of a chosen type on a Close lead, including any custom field values.

• 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 Task

  Updates an existing Close task — its text, assignee, date, due date, priority, or completion status. Leave a field blank to keep its current value.

• Action
  Update Workflow Subscription

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

• Trigger
  New Interaction

  Triggers when a viewer makes a new interaction with one of your videos.

• Trigger
  New Lead

  Triggers when a viewer becomes a new lead by submitting their name, email, phone or custom ID in one of your videos.

• Trigger
  New View

  Triggers when a new view of one of your videos takes place.

• Action
  Add videos to a group

  Add videos to a specified group by providing a comma-separated list of video tokens or IDs (e.g., ?videos=aAZdX124,ac8a6df7-5dd1-4e34-97f6-cdb54efc59a5)

• Action
  Add videos to a series

  Add videos to a specified series by providing a comma-separated list of video tokens or IDs (e.g., ?videos=aAZdX124,ac8a6df7-5dd1-4e34-97f6-cdb54efc59a5)

• Action
  Attach a certificate to a video

  Attach a certificate design to a video with the rules for this video. The response has the click_action and click_value that give the certificate from a button, a hotspot, or a question answer. Set end_screen to give it on the end screen. A design ca

• Action
  Cancel a dub job

  Cancel a queued or processing dub job.

• Action
  Create a new Access List

  Create a new Access List for your organization. Provide a name, description, and entries in the format for email---name---passcode (e.g., ?name=My List,description=My new access list,entries=john.doe@email.com---John---pa$$,jane.doe@email.com---Jane-

• Action
  Create a new Access List Entry

  Create a new Access List Entry for a specified Access List.

• Action
  Create or start a video transcript

  Start transcript creation for a video, or return the existing transcript job when one already exists.

• Action
  Delete a captions file

  Remove captions by ID

• Action
  Delete an asset

  Remove the asset from the library, the same as delete on the Assets page. Interactions that already use it keep working.

• Action
  Delete an interaction

  Delete an existing API-created annotation except questions.

• Action
  Delete a question

  Delete an existing question interaction. Use the id returned by the question create endpoint.

• Action
  Delete a Video

  Soft-delete an existing video immediately and enqueue background cleanup. The endpoint is idempotent; deleting an already-deleted video returns the same success response.

• Action
  Get account design

  Return the organization owner account-level design. API tokens always resolve account design through the organization owner.

• Action
  Get a certificate

  Get a certificate

• Action
  Get admin-created annotations for a single video

  Returns admin-created annotations such as buttons, questions, images, hotspots, and text. Does not include viewer interactions.

• Action
  Get a dub job

  Return current job status, language track status, progress, billing details, and errors.

• Action
  Get a list of Access Lists

  Return details pertaining to the Access Lists of the current user's organization.

• Action
  Get a list of groups

  Return details pertaining to all groups associated with your account/organization.

• Action
  Get a list of Personalized Links

  Return details pertaining to the Personalized Links of the current user.

• Action
  Get a list of series

  Return details pertaining to all series associated with your account/organization.

• Action
  Get a list of videos

  Return details pertaining to all videos associated with your account/organization.

• Action
  Get a list of viewers

  Return details pertaining to all viewers associated with your account/organization.

• Action
  Get a list of views

  Return details pertaining to all views associated with your account/organization.

• Action
  Get all interactions

  Return details pertaining to all interactions associated with your account/organization.

• Action
  Get all views for a single viewer

  Return view details pertaining to a specific viewer associated with a viewer ID.

• Action
  Get an asset

  Get an asset

• Action
  Get a new upload ticket

  Issue fresh TUS credentials for a video that is still waiting for its file, for example after the first ticket expired during a long transfer. The ticket points at the same upload slot, so a TUS client can resume. Answers 409 once bytes have arrived,

• Action
  Get an issued certificate

  Get an issued certificate

• Action
  Get API status

  Return a simple API status message. This endpoint does not require authentication.

• Action
  Get a single Access List

  Return details pertaining to a specific Access List associated with an Access List ID.

• Action
  Get a single Captions object

  Get a captions object by ID

• Action
  Get a single group

  Return details pertaining to a specific group associated with a group ID.

• Action
  Get a single interaction

  Return details pertaining to a specific interaction associated with an ID.

• Action
  Get a single Personalized Link

  Return details pertaining to a specific Personalized Link associated with a Personalized Link ID.

• Action
  Get a single series

  Return details pertaining to a specific series associated with a series ID.

• Action
  Get a single video

  Return details pertaining to a specific video associated with a video ID.

• Action
  Get a single view

  Return details pertaining to a specific view associated with a view ID.

• Action
  Get a single viewer

  Return details pertaining to a specific viewer associated with a viewer ID.

• Action
  Get current user

  Return the authenticated user and organization name.

• Action
  Get insights

  Return insights for a specified video, series, group, or tag

• Action
  Get insights for a single video

  Return insights for a specific video ID or token.

• Action
  Get interactions for a single view

  Return details pertaining to all interactions associated with a view ID.

• Action
  Get interactions for a single viewer

  Return interaction details pertaining to a specific viewer associated with a viewer ID.

• Action
  Get media status

  Media state for a video. For file uploads each call refreshes the state from the media service and stores the duration once the file is ready. Poll this after a TUS upload until state is ready. A URL video reports ready at once.

• Action
  Get monthly view summary

  Return per-video view counts for the current month.

• Action
  Get the branches for a single video

  Return videos that this video branches to.

• Action
  Get the captions for a video

  See all captions currently available for a video

• Action
  Get the chapters for a single video

  Return details pertaining to all chapters associated with a video ID.

• Action
  Get the interactions for a single group

  Return details pertaining to all interactions associated with a group ID.

• Action
  Get the interactions for a single series

  Return details pertaining to all interactions associated with a series ID.

• Action
  Get the interactions for a single video

  Return details pertaining to all interactions associated with a video ID.

• Action
  Get the responses to a single interaction

  Return response details pertaining to a specific interaction associated with an ID.

• Action
  Get the videos for a single group

  Return details pertaining to all videos associated with a group ID.

• Action
  Get the videos for a single series

  Return details pertaining to all videos associated with a series ID.

• Action
  Get the views for a single group

  Return details pertaining to all views associated with a group ID.

• Action
  Get the views for a single series

  Return details pertaining to all views associated with a series ID.

• Action
  Get the views for a single video

  Return details pertaining to all views associated with a video ID.

• Action
  Get video design

  Return the design for a video in your organization.

• Action
  Get video settings

  Return the fields on the Settings page of a video.

• Action
  Get video transcript status

  Return the transcript for a video, with timed text in chunks and sentences. Mindstamp creates a transcript automatically for each new MP4 or uploaded file on a paid plan. To get the words in a time window, convert the window to milliseconds and selec

• Action
  Get video translation state

  Return transcript readiness, published translation languages, and recent dub jobs for a video.

• Action
  Get view summary

  Return aggregate view, interaction, viewer, and watch-time totals.

• Action
  Get weekly view summary

  Return per-video view counts for the current week.

• Action
  Invite users to a group

  Add users to a specified group by providing a comma-separated list of emails

• Action
  Invite users to a series

  Add users to a specified series by providing a comma-separated list of emails

• Action
  List assets

  List one kind of asset in the shared library, newest first. These are the same files as the Assets page in the editor.

• Action
  List certificates

  List the certificate designs in the account library, newest first. These are the same designs as the Certificates page in the editor.

• Action
  List issued certificates

  List the certificates that viewers earned, newest first.

• Action
  List supported translation languages

  Return the language codes and variants that can be used for interaction translation and full audio dubbing.

• Action
  List the certificates on a video

  List the certificates on a video

• Action
  Personalize a video

  Create a personalized link for a video. Additional query parameters are encoded into the personalized key.

• Action
  Quote a video translation job

  Return estimated price, quota usage, paid minutes, and languages that are already purchased for the video.

• Action
  Remove an Access List Entry

  Remove an Access List Entry for a specified Access List.

• Action
  Remove the certificate from a video

  Same as removing it in the editor. Buttons and answers that point to it stop giving it, and an end screen that gives it changes to none. Issued certificates stay valid.

• Action
  Retry a dub job

  Retry failed language tracks when possible. If no language track is failed, all tracks are queued again. Already purchased languages are not billed again.

• Action
  Retry one failed dub language

  Retry one failed language track without restarting successful language tracks.

• Action
  Update account design

  Update the account design of the organization owner.

• Action
  Update an asset

  Change the title, tags, or file URL. Send only the fields to change.

• Action
  Update an interaction

  Update an existing API-created annotation.

• Action
  Update a Personalized Link's status

  Update a Personalized Link from active to inactive and vice versa.

• Action
  Update a question

  Update an existing question interaction. Use the id returned by the question create endpoint. Legacy API-created question identifiers are also resolved through the annotation record when available.

• Action
  Update a Video

  Update an existing video

• Action
  Update the certificate on a video

  Change the rules. Send only the fields to change.

• Action
  Update video design

  Update the design of one video in your organization. To use your own font, upload the font files in the editor (Design, Font, Add custom font), or host the files yourself and send font_family with custom_font. Font files on another host must allow cr

• Action
  Update video settings

  Change fields on the Settings page of a video. Send a JSON body with only the fields to change. The response contains all settings. Design fields, such as guide_transcript, use Update video design.

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