Connect Close and Smartsheet via API Token

Both apps 153Close 50Smartsheet via API Token 103

• 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
  List contacts

  List contacts

• Trigger
  List dashboards

  List dashboards

• Trigger
  List org groups

  List org groups

• Trigger
  List reports

  List reports

• Trigger
  List sheets

  List sheets

• Trigger
  List workspaces

  List workspaces

• Trigger
  New favorite

  Triggers when a new item is added to your favorites.

• Trigger
  New row

  Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.

• Trigger
  New search result

  Triggers when a new item matches your search query.

• Action
  Add columns

  Add columns

• Action
  Add favorites

  Add favorites

• Action
  Add image to cell

  Add image to cell

• Action
  Add rows

  Add one or more rows to a sheet. Provide an array of row objects with cells.

• Action
  Add summary fields

  Add summary fields

• Action
  Attach file or URL to comment

  Attach file or URL to comment

• Action
  Attach file or URL to row

  Attach file or URL to row

• Action
  Attach file or URL to sheet

  Attach file or URL to sheet

• Action
  Attach new version

  Attach new version

• Action
  Copy folder

  Copy folder

• Action
  Copy rows to another sheet

  Copy rows to another sheet

• Action
  Copy sheet

  Copy sheet

• Action
  Copy workspace

  Copy workspace

• Action
  Create a comment

  Create a comment

• Action
  Create a discussion on a row

  Create a discussion on a row

• Action
  Create an update request

  Create an update request

• Action
  Create cross-sheet references

  Create cross-sheet references

• Action
  Create discussion

  Create discussion

• Action
  Create folder

  Create a folder in the user's Home.

• Action
  Create folder in workspace

  Create folder in workspace

• Action
  Create proof

  Create proof

• Action
  Create proof discussion

  Create proof discussion

• Action
  Create proof request

  Create proof request

• Action
  Create sheet

  Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.

• Action
  Create sheet in folder

  Create sheet in folder

• Action
  Create sheet in workspace

  Create sheet in workspace

• Action
  Create workspace

  Create workspace

• Action
  Delete a comment

  Delete a comment

• Action
  Delete a discussion

  Delete a discussion

• Action
  Delete an update request

  Delete an update request

• Action
  Delete attachment

  Delete attachment

• Action
  Delete column

  Delete column

• Action
  Delete favorites

  Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.

• Action
  Delete folder

  Delete folder

• Action
  Delete report

  Delete report

• Action
  Delete rows

  Delete rows

• Action
  Delete sent update request

  Delete sent update request

• Action
  Delete sheet

  Delete a sheet by id.

• Action
  Delete summary fields

  Delete summary fields

• Action
  Delete workspace

  Delete workspace

• Action
  Edit a comment

  Edit a comment

• Action
  Get a comment

  Get a comment

• Action
  Get an update request

  Get an update request

• Action
  Get attachment

  Get attachment

• Action
  Get column

  Get column

• Action
  Get contact

  Get contact

• Action
  Get cross-sheet reference

  Get cross-sheet reference

• Action
  Get discussion

  Get discussion

• Action
  Get folder metadata

  Get folder metadata

• Action
  Get proof

  Get proof

• Action
  Get report

  Get report

• Action
  Get row

  Get a single row from a sheet by row id.

• Action
  Get sent update request

  Get sent update request

• Action
  Get sheet

  Get a sheet by id, including its rows and columns.

• Action
  Get sheet summary

  Get sheet summary

• Action
  Get summary fields

  Get summary fields

• Action
  Get user

  Get user

• Action
  Get workspace

  Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.

• Action
  Is favorite

  Is favorite

• Action
  List attachments

  List attachments

• Action
  List columns

  List all columns of a sheet.

• Action
  List contents

  List contents

• Action
  List cross-sheet references

  List cross-sheet references

• Action
  List discussion attachments

  List discussion attachments

• Action
  List discussions

  List discussions

• Action
  List discussions with a row

  List discussions with a row

• Action
  List folder children

  List folder children

• Action
  List folders

  List the folders in the user's Home.

• Action
  List proof attachments

  List proof attachments

• Action
  List proofs

  List proofs

• Action
  List row attachments

  List row attachments

• Action
  List sheet rows

  Convenience read: returns the rows of a sheet (the full sheet object with rows and columns).

• Action
  List sheets

  List all sheets the user has access to.

• Action
  Lists sent update requests

  Lists sent update requests

• Action
  List update requests

  List update requests

• Action
  List workspace children

  List workspace children

• Action
  List workspaces

  List all workspaces the user has access to.

• Action
  Move folder

  Move folder

• Action
  Move rows to another sheet

  Move rows to another sheet

• Action
  Move sheet

  Move sheet

• Action
  Search

  Search across all sheets the user can access for the given text.

• Action
  Search sheet

  Search a specific sheet for the given text.

• Action
  Send report via email

  Send report via email

• Action
  Send rows via email

  Send rows via email

• Action
  Send sheet via email

  Send sheet via email

• Action
  Sort rows in sheet

  Sort rows in sheet

• Action
  Update an update request

  Update an update request

• Action
  Update column

  Update column

• Action
  Update folder

  Update folder

• Action
  Update proof status

  Update proof status

• Action
  Update rows

  Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.

• Action
  Update sheet

  Update sheet

• Action
  Update summary fields

  Update summary fields

• Action
  Update workspace

  Update workspace

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