--- title: "Connect Close and SimplyPrint - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Add Queue Item\" in SimplyPrint." canonical: "https://apiant.ai/connect/close-to-simplyprint" --- # Connect Close and SimplyPrint When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Add Queue Item** in [SimplyPrint](https://apiant.ai/connections/simplyprint), or **Filament Created** in SimplyPrint to **Add Address to Lead** in Close. Describe the whole flow and it is built, tested on every scenario and kept running. Close **3** triggers Close **47** actions SimplyPrint **56** triggers SimplyPrint **41** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Close and SimplyPrint to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Close and SimplyPrint can do together ### From Close to SimplyPrint - When **New Contact in Contact Smart View** in Close then **Add Queue Item** in SimplyPrint - When **New Lead in Smart View** in Close then **Add Spare Part** in SimplyPrint ### From SimplyPrint to Close - When **Filament Created** in SimplyPrint then **Add Address to Lead** in Close - When **Filament Updated** in SimplyPrint then **Create Bulk Email** in Close Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Close and SimplyPrint ## Triggers and actions 59 triggers · 88 actions - 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. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **SimplyPrint** SimplyPrint is a 3D printer management platform that lets you monitor, control, and automate your 3D...](https://apiant.ai/connections/simplyprint) Reviews ## What our customers say ## More from Close - [ **Close to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/close-to-hubspot) - [ **Close to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/close-to-salesforce) - [ **Close to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/close-to-slack) - [ **Close to Google Sheets** Google Sheets](https://apiant.ai/connect/close-to-google-sheets) - [ **Close to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/close-to-gmail) - [ **Close to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/close-to-google-calendar) ## More into SimplyPrint - [ **HubSpot to SimplyPrint** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-simplyprint) - [ **Salesforce to SimplyPrint** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-simplyprint) - [ **Google Sheets to SimplyPrint** Google Sheets](https://apiant.ai/connect/google-sheets-to-simplyprint) - [ **Gmail to SimplyPrint** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-simplyprint) - [ **Google Calendar to SimplyPrint** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-simplyprint) - [ **Google Drive to SimplyPrint** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-simplyprint) Questions ## Close and SimplyPrint, answered ### ### What can start an automation from Close? Any of Close's 3 triggers in the catalog, including New Contact in Contact Smart View, New Lead in Smart View and New Note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SimplyPrint when something happens in Close? Any of SimplyPrint's 41 actions, including Create Filament, Create Folder, Create Printer Group and Create Queue Group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SimplyPrint to Close? Yes. When something happens in SimplyPrint, your agent can act in Close too. This page covers both directions: SimplyPrint's triggers and Close's actions are listed here as well. ### ### Do I have to build a connector for Close or SimplyPrint? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Close and SimplyPrint without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.