--- title: "Connect Close and Ticket Tailor - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Create Event Occurrence\" in Ticket Tailor." canonical: "https://apiant.ai/connect/close-to-ticket-tailor" --- # Connect Close and Ticket Tailor When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Create Event Occurrence** in [Ticket Tailor](https://apiant.ai/connections/ticket-tailor), or **Event Created** in Ticket Tailor 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 Ticket Tailor **11** triggers Ticket Tailor **67** 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 Ticket Tailor 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 Ticket Tailor can do together ### From Close to Ticket Tailor - When **New Contact in Contact Smart View** in Close then **Create Event Occurrence** in Ticket Tailor - When **New Lead in Smart View** in Close then **Create Event Series** in Ticket Tailor ### From Ticket Tailor to Close - When **Event Created** in Ticket Tailor then **Add Address to Lead** in Close - When **Event Updated** in Ticket Tailor 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 Ticket Tailor ## Triggers and actions 14 triggers · 114 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 **Event Created** Triggers when a new event is created. - Trigger **Event Deleted** Triggers when an existing event is deleted. - Trigger **Event Updated** Triggers when an existing event is updated. - Trigger **Issued Membership Created** Triggers when a new issued membership is created. - Trigger **Issued Membership Updated** Triggers when an issued membership is created or updated. - Trigger **Issued Ticket Created** Triggers when a new issued ticket is created. - Trigger **Issued Ticket Updated** Triggers when an existing issued ticket is updated. - Trigger **New Issued Ticket** Fires when a ticket is issued. In Ticket Tailor open Box office settings > Webhooks, add a webhook for the issued ticket created event, and paste this trigger's webhook URL. - Trigger **Order Created** Triggers when new order is created (currency values are always in cents, or equivalent, with no decimals). - Trigger **Order Updated** Triggers when existing order is updated (currency values are always in cents, or equivalent, with no decimals). - Trigger **Waitlist Signup Created (instant)** Instant trigger: fires when a Ticket Tailor waitlist signup is created (waitlist_signup.created). Self-registering webhook. - Action **Box Office Overview** Show box office statistics information. - Action **Create Bundle** Create a bundle for the given event series ID. - Action **Create Check-In (Out)** Create check-in or check-out. - Action **Create Discount** Creates a discount code that can be used on checkout. - Action **Create Event Occurrence** Create event for event series. - Action **Create Event Series** Creates a new event series. - Action **Create Hold** Creates a new hold in the system. - Action **Create Issued Membership** Creates a new issued membership. - Action **Create Issued Membership Redemption** Creates a redemption for an issued membership at a specific event. This records that the issued membership was used for entry to the event. - Action **Create Issued Ticket (Fees Apply)** Creates a new issued ticket for an event occurrence from the available inventory. This action incurs a fee per issued ticket, even if the ticket is free. Send the event_id and ticket_type_id to create the issued ticket from an event occurrence's ticket type allocation. Alternatively, send the hold_id to create the issued ticket from a pre-existing hold. The issued ticket is not associated to an order. The request will fail if no tickets are available to fulfil the request, or the ticket type is a 'seated' type (uses a seating chart). - Action **Create Membership Type** Creates a new membership type. - Action **Create Override** Create an override for the given event series id. - Action **Create Product** Create a new product. - Action **Create Ticket Group** Create a ticket group for the given event series id. - Action **Create Ticket Type** Create a ticket type for the given event series id. - Action **Create Voucher** Creates a new voucher and the associated voucher codes, if given. - Action **Delete Bundle** Delete a bundle. This action is irreversible. The bundle will be permanently removed. - Action **Delete Discount** Delete a discount. This action is irreversible. The discount will be permanently removed. - Action **Delete Event Occurrence** Delete event occurrence. - Action **Delete Event Series** Deletes event series. - Action **Delete Hold** Delete a hold. This action is irreversible. The hold will be permanently removed. - Action **Delete Membership Type** Delete membership type. - Action **Delete Product** Delete a product. This action is irreversible. The product will be permanently removed. - Action **Delete Ticket Group** Delete a ticket group. This action is irreversible. The ticket group will be permanently removed and any ticket types or bundles in the group will be removed from the group. - Action **Delete Ticket Type** Delete a ticket type. This action is irreversible. The ticket type will be permanently removed. - Action **Delete Voucher** Delete voucher and its associated voucher codes. This action is irreversible. The voucher and its voucher codes will be permanently removed. - Action **Get Discount** Returns a single discount; all currency values are in cents (or equivalent), with no decimals. - Action **Get Event** Returns a single event; all currency values are in cents (or equivalent), with no decimals. - Action **Get Event Occurrence** Returns a single event occurrence; all currency values are in cents (or equivalent), with no decimals. - Action **Get Event Series** Returns a single event series; all currency values are in cents (or equivalent), with no decimals. - Action **Get Hold** Returns a single hold. - Action **Get Issued Membership** Returns a single issued membership. - Action **Get Issued Ticket** Returns a single issued ticket. - Action **Get List of Check-Ins** Returns a list of check-ins. - Action **Get List of Discounts** Returns a list of discounts. - Action **Get List of Event Occurrences** Returns a list of event occurrences. - Action **Get List of Events** Returns a list of events. - Action **Get List of Event Series** Returns a list of event series. - Action **Get List of Event Series Overrides** Returns a list of event series overrides. - Action **Get List of Holds** Returns a list of holds. - Action **Get List of Issued Memberships** Returns a list of issued memberships. - Action **Get List of Issued Tickets** Returns a list of issued tickets. - Action **Get List of Membership Types** Returns a list of membership types. - Action **Get List of Orders** Returns a list of orders belonging to box office. - Action **Get List of Products** Returns a list of products. - Action **Get List of Stores** Returns a list of stores. - Action **Get List of Vouchers** Returns a list of vouchers. - Action **Get List of Waitlist Signups** Returns a list of waitlist signups. - Action **Get Membership Type** Returns a single membership type. - Action **Get Product** Returns a single product; all currency values are in cents (or equivalent), with no decimals. - Action **Get Store** Returns store configuration. - Action **Get Voucher** Returns a single voucher; all currency values are in cents (or equivalent), with no decimals. - Action **Update Bundle** Update existing bundle. - Action **Update Discount** Updates an existing discount. - Action **Update Event Occurrence** Updates an existing event occurrence. - Action **Update Event Series** Updates an existing event series. - Action **Update Issued Membership** Updates an existing issued membership. - Action **Update Membership Type** Updates an existing membership type. - Action **Update Override** Update existing override. - Action **Update Product** Updates an existing product. - Action **Update Store** Updates store configuration. - Action **Update Ticket Group** Update existing ticket group. - Action **Update Ticket Type** Update existing ticket type. - Action **Update Voucher** Update an exiting voucher. If any voucher codes are given, create new voucher codes and associate them with the voucher. - Action **Void Issued Membership** Voids an existing issued membership. - Action **Void Issued Ticket** Mark an issued ticket as voided. This action is irreversible. This will only mark the ticket as voided (no longer valid) and will not cancel an entire order or issue a refund. You can also void an issued ticket to a hold, which will create a hold from the issued ticket and not put the allocation back on sale. - Action **Void Voucher Code** Mark a voucher code as voided. This action is irreversible. This will only mark one voucher code as voided, and will not impact the other related codes. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **Ticket Tailor** Ticket Tailor is a ticketing platform, offering powerful features, 24/7 support, and industry-leading low...](https://apiant.ai/connections/ticket-tailor) 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 Ticket Tailor - [ **HubSpot to Ticket Tailor** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ticket-tailor) - [ **Slack to Ticket Tailor** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ticket-tailor) - [ **Google Sheets to Ticket Tailor** Google Sheets](https://apiant.ai/connect/google-sheets-to-ticket-tailor) - [ **Gmail to Ticket Tailor** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ticket-tailor) - [ **Google Calendar to Ticket Tailor** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ticket-tailor) - [ **Google Drive to Ticket Tailor** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ticket-tailor) Questions ## Close and Ticket Tailor, 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 Ticket Tailor when something happens in Close? Any of Ticket Tailor's 67 actions, including Create Bundle, Create Check-In (Out), Create Discount and Create Event Occurrence. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ticket Tailor to Close? Yes. When something happens in Ticket Tailor, your agent can act in Close too. This page covers both directions: Ticket Tailor's triggers and Close's actions are listed here as well. ### ### Do I have to build a connector for Close or Ticket Tailor? 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 Ticket Tailor 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.