Connect Close and Slack

Both apps 125Close 50Slack 75

• 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 Channel

  Triggers when a new channel is created in the workspace.

• Trigger
  New Channel (instant)

  Triggers when a new channel is created (Slack event channel_created).

• Trigger
  New Channel Member

  Triggers when a member joins a chosen channel (Slack event member_joined_channel).

• Trigger
  New File (instant)

  Triggers when a new file is uploaded to the workspace (Slack event file_created).

• Trigger
  New Mention (instant)

  Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.

• Trigger
  New Message Posted to Channel

  Triggers when a message is posted to a chosen channel (Slack event message.channels).

• Trigger
  New Message Posted to Private Channel

  Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim).

• Trigger
  New Pinned Item

  Triggers when an item is pinned in a channel.

• Trigger
  New Public Message Posted Anywhere

  Triggers when a message is posted to any public channel (Slack event message.channels).

• Trigger
  New Reaction Added

  Triggers when an emoji reaction is added to a message (Slack event reaction_added).

• Trigger
  New Saved Message

  Triggers when a message or file is saved (starred) (Slack event star_added).

• Trigger
  New Team Custom Emoji

  Triggers when a custom emoji is added to the workspace (Slack event emoji_changed).

• Trigger
  New Thread Reply

  Triggers when a new reply is added to a message thread.

• Trigger
  New User

  Triggers when a new user joins the workspace. Polling; deduped by user id.

• Trigger
  New User (instant)

  Triggers when a new user joins the workspace (Slack event team_join).

• Action
  Add Bookmark

  Add a bookmark to a channel.

• Action
  Add Reaction

  Add an emoji reaction to a message.

• Action
  Add Star

  Save a message or file by starring it.

• Action
  Archive Channel

  Archive a channel.

• Action
  Complete Reminder

  Mark a reminder as complete.

• Action
  Create Canvas

  Create a standalone canvas document.

• Action
  Create Channel

  Create a new public or private channel.

• Action
  Create Channel Canvas

  Create a canvas attached to a channel.

• Action
  Create Reminder

  Create a reminder for a user at a specified time.

• Action
  Delete Canvas

  Delete a canvas.

• Action
  Delete File

  Delete a file from the workspace.

• Action
  Delete Message

  Delete a message from a channel by timestamp.

• Action
  Delete Reminder

  Delete a reminder.

• Action
  Delete Scheduled Message

  Cancel a scheduled message before it is sent.

• Action
  Edit Bookmark

  Edit an existing channel bookmark.

• Action
  Edit Canvas

  Edit the content of a canvas.

• Action
  Find Channel by Name

  List channels filtered to locate a channel by name (client filters the returned list).

• Action
  Find User by Email

  Look up a Slack user by their email address.

• Action
  Get Channel Messages

  Fetch the message history of a channel.

• Action
  Get File Info

  Get information about a file.

• Action
  Get Message Permalink

  Get a permanent link to a specific message.

• Action
  Get Message Reactions

  Get the emoji reactions on a message.

• Action
  Get Team Info

  Get information about the workspace.

• Action
  Get Thread Replies

  Get the replies in a message thread.

• Action
  Get User Info

  Get profile information for a Slack user by ID.

• Action
  Get User Presence

  Get a user's current presence status.

• Action
  Get User Profile

  Get a user's profile fields.

• Action
  Invite User to Channel

  Invite one or more users to a channel (comma-separated user IDs).

• Action
  Join Channel

  Join a public channel.

• Action
  Leave Channel

  Leave a channel.

• Action
  List Bookmarks

  List the bookmarks in a channel.

• Action
  List Channel Members

  List the members of a channel.

• Action
  List Channels

  List channels in the workspace (public and private).

• Action
  List Custom Emojis

  List the workspace's custom emojis.

• Action
  List Files

  List files in the workspace, optionally filtered by channel or user.

• Action
  List Pinned Items

  List the items pinned in a channel.

• Action
  List Scheduled Messages

  List messages scheduled to be sent later.

• Action
  List User Groups

  List the workspace's user groups.

• Action
  List Users

  List all users in the workspace.

• Action
  List User's Channels

  List the channels a user is a member of.

• Action
  Mark Channel Read

  Set the read cursor position in a channel.

• Action
  Pin Message

  Pin a message to a channel.

• Action
  Remove Bookmark

  Remove a bookmark from a channel.

• Action
  Remove Reaction

  Remove an emoji reaction from a message.

• Action
  Remove Star

  Remove a star from a message or file.

• Action
  Remove User from Channel

  Remove a member from a channel.

• Action
  Rename Channel

  Rename a channel.

• Action
  Schedule Message

  Schedule a message to be sent to a channel at a future Unix time.

• Action
  Search Files

  Search files across the workspace.

• Action
  Search Messages

  Search messages across the workspace.

• Action
  Send Direct Message

  Open a DM with a user and post a message to it.

• Action
  Send Ephemeral Message

  Send a message in a channel that is visible only to one user.

• Action
  Send Message

  Post a message to a channel, private group, or DM.

• Action
  Set Channel Purpose

  Set the purpose (description) for a channel.

• Action
  Set Channel Topic

  Set the topic for a channel.

• Action
  Set User Presence

  Set the authenticated user's presence status.

• Action
  Unarchive Channel

  Restore an archived channel.

• Action
  Unpin Message

  Remove a pinned message from a channel.

• Action
  Update Message

  Update an existing message in a channel by timestamp.

• Action
  Upload File

  Upload a file and share it to one or more channels.

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