Connect Close and SimplyPrint

Both apps 147Close 50SimplyPrint 97

• 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
  Balance Adjusted

  Triggers when a user's balance is adjusted in SimplyPrint.

• Trigger
  Balance Charged

  Triggers when a user's SimplyPrint balance is charged, for example when a print's cost is deducted from their prepaid credit.

• Trigger
  Balance Refunded

  Triggers when a user's SimplyPrint balance is refunded.

• Trigger
  Balance Topped Up

  Triggers when a user's SimplyPrint balance is topped up.

• Trigger
  Bed Cleared

  Triggers when a printer's bed is marked as cleared after a print in SimplyPrint.

• Trigger
  Filament Assigned

  Triggers when a filament spool is assigned to a printer in SimplyPrint.

• Trigger
  Filament Created

  Triggers when a filament spool is created in SimplyPrint.

• Trigger
  Filament Deleted

  Triggers when a filament spool is deleted in SimplyPrint.

• Trigger
  Filament Unassigned

  Triggers when a filament spool is unassigned from a printer in SimplyPrint.

• Trigger
  Filament Updated

  Triggers when a filament spool is updated in SimplyPrint.

• Trigger
  Maintenance Job Cancelled

  Triggers when a maintenance job is cancelled in SimplyPrint.

• Trigger
  Maintenance Job Completed

  Triggers when a maintenance job is completed in SimplyPrint.

• Trigger
  Maintenance Job Created

  Triggers when a maintenance job is created in SimplyPrint.

• Trigger
  Maintenance Job Deleted

  Triggers when a maintenance job is deleted in SimplyPrint.

• Trigger
  Maintenance Job Overdue

  Triggers when a SimplyPrint maintenance job becomes overdue.

• Trigger
  Maintenance Job Reopened

  Triggers when a maintenance job is reopened in SimplyPrint.

• Trigger
  Maintenance Job Started

  Triggers when a maintenance job is started in SimplyPrint.

• Trigger
  Maintenance Job Updated

  Triggers when a maintenance job is updated in SimplyPrint.

• Trigger
  Maintenance Problem Reported

  Triggers when a maintenance problem is reported on a printer in SimplyPrint.

• Trigger
  Maintenance Problem Resolved

  Triggers when a maintenance problem reported on a printer is marked as resolved in SimplyPrint.

• Trigger
  Maintenance Schedule Created

  Triggers when a maintenance schedule is created in SimplyPrint.

• Trigger
  Maintenance Schedule Deleted

  Triggers when a maintenance schedule is deleted in SimplyPrint.

• Trigger
  Maintenance Schedule Updated

  Triggers when a maintenance schedule is updated in SimplyPrint.

• Trigger
  Maintenance Task Completed

  Triggers when a task on a SimplyPrint maintenance job is marked completed.

• Trigger
  Maintenance Task Skipped

  Triggers when a maintenance task on a SimplyPrint maintenance job is skipped.

• Trigger
  New Print Started

  Triggers when a print job starts on one of your SimplyPrint printers.

• Trigger
  Printer AI Failure Detected

  Triggers when SimplyPrint's AI failure detection spots a likely failed print on a printer.

• Trigger
  Printer AI Failure False Positive

  Triggers when an AI failure detection on a SimplyPrint printer is marked as a false positive.

• Trigger
  Printer AI State Changed

  Triggers when a printer's AI failure detection state changes in SimplyPrint.

• Trigger
  Printer Autoprint Max Cycles Reached

  Triggers when a printer's AutoPrint reaches its maximum number of print cycles and stops.

• Trigger
  Printer AutoPrint State Changed

  Triggers when AutoPrint is turned on or off for a printer in SimplyPrint.

• Trigger
  Printer Custom Tag Assigned

  Triggers when a custom tag is assigned to a printer in SimplyPrint.

• Trigger
  Printer Custom Tag Detached

  Triggers when a custom tag is removed from a printer in SimplyPrint.

• Trigger
  Printer Material Changed

  Triggers when the material loaded on a SimplyPrint printer changes.

• Trigger
  Printer Nozzle Size Changed

  Triggers when the nozzle size set on a SimplyPrint printer is changed.

• Trigger
  Printer Out of Order State Changed

  Triggers when a SimplyPrint printer is marked out of order or brought back into service.

• Trigger
  Print Job Cancelled

  Triggers when a print job is cancelled in SimplyPrint.

• Trigger
  Print Job Completed

  Triggers when a SimplyPrint print job finishes.

• Trigger
  Print Job Failed

  Triggers when a print job fails in SimplyPrint.

• Trigger
  Print Job Objects Skipped

  Triggers when objects are skipped in an active SimplyPrint print job.

• Trigger
  Print Job Paused

  Triggers when a print job is paused on one of your SimplyPrint printers.

• Trigger
  Queue Emptied

  Triggers when the SimplyPrint print queue (or one of its queue groups) is emptied.

• Trigger
  Queue Item Added

  Triggers when an item is added to the SimplyPrint print queue.

• Trigger
  Queue Item Deleted

  Triggers when an item is deleted from the print queue.

• Trigger
  Queue Item Denied

  Triggers when a queue item is denied.

• Trigger
  Queue Item Moved

  Triggers when an item in the SimplyPrint print queue is moved.

• Trigger
  Queue Item Revived

  Triggers when a deleted queue item is restored.

• Trigger
  Quota Adjusted

  Triggers when a user's print quota is adjusted in SimplyPrint.

• Trigger
  Quota Request Created

  Triggers when a user requests a new quota.

• Trigger
  Quota Request Resolved

  Triggers when a quota request is approved or denied.

• Trigger
  Quota Reset

  Triggers when a quota is reset (e.g. at period rollover).

• Trigger
  Spare Part Created

  Triggers when a spare part is added to the SimplyPrint maintenance inventory.

• Trigger
  Spare Part Deleted

  Triggers when a spare part is deleted from the SimplyPrint maintenance inventory.

• Trigger
  Spare Part Low Stock

  Triggers when a spare part stock falls below its threshold.

• Trigger
  Spare Part Stock Adjusted

  Triggers when the stock level of a spare part in SimplyPrint's maintenance inventory is adjusted.

• Trigger
  Spare Part Updated

  Triggers when a spare part is updated.

• Action
  Add Queue Item

  Adds a file to the SimplyPrint print queue, either a file from your SimplyPrint files or one uploaded through the API, and returns the new queue item's id. Requires the Print Farm plan.

• Action
  Add Spare Part

  Adds a spare part to your SimplyPrint maintenance inventory, with its stock quantity, low-stock threshold, cost and compatible printer models. Requires the Print Farm plan.

• Action
  Assign Tag

  Assigns one or more custom tags to a printer, printer group, file or queue item in SimplyPrint, optionally detaching other custom tags in the same call.

• Action
  Create Filament

  Creates one or more filament spools in your SimplyPrint filament inventory, with their color, material, brand, size and slicing temperatures.

• Action
  Create Folder

  Creates a new folder in your SimplyPrint files, either private or shared with your organisation.

• Action
  Create Printer Group

  Creates a new printer group in your SimplyPrint account with the name you choose.

• Action
  Create Queue Group

  Creates a new print queue group in SimplyPrint, optionally limited to certain file types, printers, printer models or printer groups.

• Action
  Create Tag

  Creates a new custom tag in your SimplyPrint account, with a name and badge color, that you can then assign to printers, groups, files or queue items.

• Action
  Delete Filament

  Deletes a filament spool from your SimplyPrint account.

• Action
  Delete Files

  Deletes one or more files from the SimplyPrint file library.

• Action
  Delete Folders

  Deletes one or more folders from your SimplyPrint file library.

• Action
  Delete Printer Group

  Deletes a printer group. Printers in the deleted group are moved to the next group, or to "No group" if it was the last one.

• Action
  Delete Queue Group

  Deletes a print queue group in SimplyPrint, optionally moving its queue items to another group.

• Action
  Delete Queue Item

  Deletes one or more items from the SimplyPrint print queue. Requires the Print Farm plan.

• Action
  Delete Tag

  Deletes a custom tag and detaches it from every printer, file and queue item it was attached to.

• Action
  Detach Tag

  Removes a custom tag from a printer, printer group, file or queue item.

• Action
  Download Temp File

  Download a file you uploaded to SimplyPrint's temporary storage with Upload Temp File.

• Action
  Empty Queue

  Removes every item from a SimplyPrint print queue (or a single queue group), or clears the queue's completed-items history.

• Action
  Find Filament

  Finds filament spools in your SimplyPrint account whose spool code, id, brand, colour name or material type matches the text you enter.

• Action
  Find Filament Type

  Returns the filament types (material profiles) in your SimplyPrint account whose name or material type matches the text you give, such as PLA or PETG.

• Action
  Find File

  Finds files in your SimplyPrint file library whose names match a search, across all folders or within one folder.

• Action
  Find Folder

  Finds folders in your SimplyPrint files whose name matches the search text, returning every match and the first one.

• Action
  Find Printer Group

  Finds printer groups on the SimplyPrint account whose name matches the name you give, and returns the matching groups.

• Action
  Find Queue Group

  Finds print queue groups whose name contains the text you give and returns the matches, with the first match on its own.

• Action
  Find Tag

  Finds custom tags on your SimplyPrint account by name or id. Returns every matching tag and the first match.

• Action
  Get Queue Item

  Returns one item from the SimplyPrint print queue, including its file, print count, analysis, cost estimate and custom field values.

• Action
  List API Files

  Lists the files you uploaded through the SimplyPrint API that have not expired yet.

• Action
  List Spare Parts

  Returns the spare parts in your SimplyPrint maintenance inventory, optionally filtered by category, stock status, printer brand or model, or a search term.

• Action
  Move Files

  Moves one or more files into a folder in your SimplyPrint file library.

• Action
  Move Folder

  Moves a folder in SimplyPrint into another folder, or to the top level of your files.

• Action
  Move Queue Items

  Moves one or more print queue items into a different queue group.

• Action
  Send Test Webhook

  Makes SimplyPrint send a test event to one of your webhooks, so you can check it is reachable.

• Action
  Set Queue Order

  Moves a print queue item to a new position in the SimplyPrint queue.

• Action
  Submit Custom Field Value

  Saves custom field values on one or more SimplyPrint records, such as print jobs, queue items, user files, printers, users or filament spools.

• Action
  Update Filament

  Updates an existing filament spool in your SimplyPrint account, such as its color, material, brand, slicing temperatures and remaining amount.

• Action
  Update Printer Group

  Renames an existing printer group in your SimplyPrint account.

• Action
  Update Queue Group

  Updates an existing print queue group in SimplyPrint: its name, accepted file types, and which printers, printer models or printer groups it serves.

• Action
  Update Spare Part

  Updates an existing spare part in your SimplyPrint maintenance inventory, changing only the details you fill in.

• Action
  Update Tag

  Renames a custom tag or changes its badge color in your SimplyPrint account.

• Action
  Upload File

  Adds a file previously uploaded through SimplyPrint API Files to your SimplyPrint files, optionally inside a chosen folder, and returns the new file's id.

• Action
  Upload Temp File

  Uploads a file to SimplyPrint's temporary file storage so it can be used by a later step, such as adding it to your files or the print queue.

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