Connect Close and Sirv

Both apps 84Close 50Sirv 34

• 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 File

  Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions.

• Trigger
  New Tagged File

  Triggered when a new file carrying the chosen tag appears in your Sirv account.

• Action
  Add Advanced Watermark

  Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose.

• Action
  Add Canvas or Border

  Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched.

• Action
  Add Tags to File

  Adds meta tags to a file in your Sirv account.

• Action
  Apply Color Effects

  Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched.

• Action
  Convert Spin to Video

  Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created.

• Action
  Convert Video to Spin

  Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created.

• Action
  Copy File

  Copies a file in your Sirv account to another path, leaving the original in place.

• Action
  Create Folder

  Creates an empty folder in your Sirv account at the path you give.

• Action
  Create Thumbnail

  Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images.

• Action
  Delete File

  Deletes a file, or an empty folder, from your Sirv account.

• Action
  Delete file tags

  Removes one or more tags from a file in your Sirv account.

• Action
  Download File

  Downloads a file from your Sirv account and returns its contents.

• Action
  Fetch File From URL

  Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded.

• Action
  Find File

  Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files.

• Action
  Get API Limits

  Returns your Sirv API rate limits and how much of each you have used.

• Action
  Get batch delete job

  Returns the progress and results of a batch delete job you started earlier.

• Action
  Get CDN URL

  Returns the public web address of a file in your Sirv account.

• Action
  Get File Info

  Returns the details Sirv holds on one file — its type, size, dates and image information.

• Action
  Get File Metadata

  Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it.

• Action
  Get File Tags

  Returns the tags attached to a file in your Sirv account.

• Action
  Get product metadata

  Returns the product information stored on a file in your Sirv account.

• Action
  Get Storage Info

  Returns how much storage your Sirv account is using and how much it is allowed.

• Action
  Get Usage Report

  Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day.

• Action
  Get ZIP Job

  Returns the progress and results of a zip job, including the archive it produced.

• Action
  List Folder Contents

  Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed.

• Action
  Make API Call

  Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.

• Action
  Rename or Move File

  Renames a file or folder, or moves it to another folder, by giving its new path.

• Action
  Set File Metadata

  Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is.

• Action
  Set Product Metadata

  Attaches product details — code, name, brand and categories — to a file in your Sirv account.

• Action
  Update account

  Changes your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are.

• Action
  Upload File

  Uploads a file to your Sirv account from a web address.

• Action
  Zip Files

  Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready.

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