Connect Close to Razorpay

Both apps 77Close 50Razorpay 27

• 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.

• Action
  Add customer

  Creates a customer in Razorpay with a name, contact details and optional notes.

• Action
  Add invoice

  Creates a Razorpay invoice for an existing customer or new customer details, with the line items to bill, and returns the invoice with its payment link.

• Action
  Add order

  Creates a Razorpay order for a given amount and currency, which a customer payment can then be made against.

• Action
  Add plan

  Creates a subscription plan in Razorpay with a billing period, interval and item price.

• Action
  Add refund

  Creates a refund for a captured Razorpay payment, for the full amount or a partial amount.

• Action
  Add subscription

  Creates a Razorpay subscription for a plan, optionally with add-ons, an offer and customer notification details.

• Action
  Capture payment

  Captures an authorized payment, changing its status from authorized to captured.

• Action
  Get customer

  Returns a Razorpay customer's details by customer ID.

• Action
  Get invoice

  Returns the full details of a Razorpay invoice by its ID, including customer details, line items, amounts and payment status.

• Action
  Get order

  Returns the details of a Razorpay order by its ID, including amount, amount paid, status and notes.

• Action
  Get payment

  Returns the details of a Razorpay payment by its ID, including amount, status, method and notes.

• Action
  Get payment link

  Returns the details of a payment link (standard or UPI), including its amount, status, customer and payments.

• Action
  Get plan

  Returns the details of a subscription plan, including its billing period, interval and item pricing.

• Action
  Get refund

  Returns a single refund by its ID, including amount, status, payment and notes.

• Action
  Get settlement

  Returns the details of a single settlement, including amount, fees, tax, status and bank reference.

• Action
  Get subscription

  Returns a Razorpay subscription by its ID, including its plan, status, billing cycle counts and notes.

• Action
  List customers

  Returns the customers in your Razorpay account (up to 100).

• Action
  List invoices

  Returns the invoices in your Razorpay account, optionally narrowed to one customer, payment, receipt number or subscription.

• Action
  List orders

  Returns the orders in your Razorpay account, optionally filtered by receipt, authorization state or creation date range.

• Action
  List payment links

  Returns the Standard and UPI Payment Links in your Razorpay account, optionally filtered by payment ID or reference ID.

• Action
  List payments

  Returns the payments on your Razorpay account, optionally limited to a creation date range.

• Action
  List plans

  Returns the subscription plans in your Razorpay account, optionally limited to a creation date range.

• Action
  List refunds

  Returns the refunds on your Razorpay account, optionally limited to a creation date range.

• Action
  List settlements

  Returns the settlements made to your bank account, optionally limited to a date range (up to 100 most recent).

• Action
  List subscriptions

  Returns the subscriptions in your Razorpay account, optionally filtered by plan and creation date.

• Action
  Update customer

  Updates an existing customer's name, email or phone number.

• Action
  Update payment

  Updates the notes on a Razorpay payment and returns the updated payment.

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