--- title: "Connect Close and Tovuti LMS - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Create Event\" in Tovuti LMS." canonical: "https://apiant.ai/connect/close-to-tovuti-lms" --- # Connect Close and Tovuti LMS When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Create Event** in [Tovuti LMS](https://apiant.ai/connections/tovuti-lms), or **List Assignments** in Tovuti LMS 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 **55** actions Tovuti LMS **22** triggers Tovuti LMS **68** 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 Tovuti LMS 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 Tovuti LMS can do together ### From Close to Tovuti LMS - When **New Contact in Contact Smart View** in Close then **Create Event** in Tovuti LMS - When **New Lead in Smart View** in Close then **Create Assignment** in Tovuti LMS ### From Tovuti LMS to Close - When **List Assignments** in Tovuti LMS then **Add Address to Lead** in Close - When **List Awards** in Tovuti LMS 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 Tovuti LMS ## Triggers and actions 25 triggers · 123 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 Call** Logs a call made outside Close's built-in calling as a Call activity on a lead, with optional direction, duration, note, recording and outcome. - Action **Create Call Task** Creates an outgoing call task in Close that reminds a user to call a specific contact on a lead. - 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 Email** Creates an email activity on a Close lead: logs a received or sent email, saves a draft, schedules an email, or sends one immediately. - 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 Contacts** Returns up to 200 Close contacts whose name, email, phone or other text fields match the search text, including each contact's custom field values. - 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 User** Finds users in your Close organization by email address and/or name, returning the matching users. - 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 Opportunity Report** Returns Close's opportunity status change report: how many opportunities were in, entered and left each status over a period, plus the transitions between statuses. - 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 **Toggle Forwarding on Phone Number** Turns call forwarding on or off for a Close phone number, optionally setting the number calls forward to and other phone number settings. Returns the updated phone number. - 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. - Action **Update Workflow Subscription** Pauses or resumes a contact's workflow (sequence) subscription in Close by changing its status. - Trigger **List Assignments** Triggers when a new assignment is added in Tovuti, optionally limited to assignments matching the filters you set. - Trigger **List Awards** Triggers when a new award (badge, milestone, or certificate) is added in Tovuti. - Trigger **List Awards Earned** Triggers when a user earns an award, such as a badge, certificate or milestone, and returns the earned award with the user who received it. - Trigger **List Checklists** Triggers when a new checklist is created in Tovuti, returning its title, due date, access settings and items. - Trigger **List Course Categories** Triggers when a new course category appears in Tovuti, optionally limited to specific categories or titles. - Trigger **List Course Progresses** Triggers when a learner gets a new course progress record, returning the learner, course, score, status and key dates. - Trigger **List Course Progresses (Alt)** Triggers when a new course progress record appears for a user, with the user's name and the course title included. - Trigger **List Courses** Triggers when a course appears in Tovuti LMS, returning the course with its category, pricing, access settings and custom fields. - Trigger **List Event Registrations** Triggers when a new event registration is created, returning the registrant, event, payment and check-in details. - Trigger **List Events** Triggers when a new event is added in Tovuti, returning the event's schedule, registration settings, counts and custom field values. - Trigger **List Lessons** Triggers when a new lesson is added to Tovuti, with optional filters by course, title, language, teacher, publish status and dates. - Trigger **List Media Categories** Triggers when a new media category is created in Tovuti. - Trigger **List Media Items** Triggers when a new media item is added to your Tovuti media library, optionally limited by title, publish status or creation date. - Trigger **List Meetings** Triggers when a new meeting is added in Tovuti, optionally limited by name, type, or meeting and creation dates. - Trigger **List Object Types** Triggers when a new object type is added in Tovuti, returning its id, title and enabled status. - Trigger **List Profile Fields** Triggers when a new custom profile field is added to your Tovuti account, returning the field's type, name, visibility and settings. - Trigger **List Quiz Results** Triggers when a new quiz or assessment result is recorded, returning the learner, the score and whether they passed. - Trigger **List Quizzes** Triggers when a new quiz is added in Tovuti, returning the quiz's details. - Trigger **List Subscriptions** Triggers when a new subscription plan is added in Tovuti, returning the plan's title, pricing and availability. - Trigger **List Teams** Triggers when a new team is created in Tovuti, optionally limited to specific teams, a title or a member type. - Trigger **List User Checklist Progress** Triggers when a user's progress on a checklist item is recorded or changes, such as when an item is assigned or completed. - Trigger **List User Groups** Triggers when a new user group is added in Tovuti, returning its title, parent group and member users. - Action **Create Assignment** Creates an assignment that assigns or recommends courses or learning paths to users or user groups, and returns the new assignment. - Action **Create Award** Creates a badge, certificate or milestone award in Tovuti and returns the new award. - Action **Create Checklist** Creates a checklist in Tovuti with its due date, access restrictions and checklist items, and returns the new checklist. - Action **Create Course Category** Creates a course category in Tovuti, optionally nested under a parent category and limited to chosen viewers. Returns the new category. - Action **Create Course Progress** Creates a course progress record that tracks a user's progress through a course. - Action **Create Event** Creates an event in Tovuti LMS and returns the new event, including its id, dates and registration settings. - Action **Create Lesson** Creates a lesson in Tovuti, optionally placing it in a course and assigning its teachers, and returns the new lesson. - Action **Create Media Category** Creates a media category in Tovuti, with its title, publishing status and who can access it. - Action **Create Media Item** Creates a media item (video, audio, PDF or link) in the Tovuti media library, optionally uploading its file and images. - Action **Create Meeting** Creates a meeting in Tovuti LMS and returns the new meeting, including its join link details and access settings. - Action **Create Object** Creates an object of a chosen object type in Tovuti, such as an organization, with its title, description, image and custom field values. - Action **Create Object Type** Creates an object type in Tovuti LMS and returns the new object type. - Action **Create Quiz** Creates a quiz or survey in Tovuti, optionally with its questions and assigned to a course or lesson. Returns the new quiz. - Action **Create Subscription** Creates a subscription plan in Tovuti LMS with its title, pricing, billing period and availability, and returns the new plan. - Action **Create Team** Creates a user team in Tovuti LMS, with its members, team leads and what those leads are allowed to manage. Returns the new team. - Action **Create User** Creates a new user in Tovuti LMS, with optional user groups, teams, course enrollments, objects and profile fields, and returns the new user. - Action **Create User Group** Creates a user group under a parent group in Tovuti, optionally adding users to it, and returns the new group. - Action **Event Registration** Registers one or more existing users for a free event as individuals, optionally checking them in at the same time. - Action **Find Assignment** Returns one assignment by its id, including its courses or learning paths, assigned users and groups, and dates. - Action **Find Assignments** Returns the assignments that match the title, ids, dates, users, groups or teams you specify. Leave every filter blank to return all assignments. - Action **Find Award** Returns one award, such as a badge, certificate, or milestone, by its ID, including its expiration settings, requirements, and recipients. - Action **Find Award Earned** Returns the first award a user has earned that matches the given title, type or modified-date criteria, including when it was earned and when it expires. - Action **Find Awards** Returns the awards that match the title, type, ids, or date filters you specify. - Action **Find Awards Earned** Returns the awards users have earned across the account, matched by user, award title or type, group, team, or last-modified date. - Action **Find Checklist** Returns a single checklist by its ID, including its items, access settings and due date details. - Action **Find Checklists** Returns the checklists that match the title, ids, due dates, created dates or last-modified dates you specify. - Action **Find Course** Returns a single course by its id, including its category, pricing, access settings and custom fields. - Action **Find Course Categories** Returns the course categories that match a title, a set of category ids, or a last-modified date range. - Action **Find Course Category** Returns a single course category by its ID, including its title, slug, parent category and visibility settings. - Action **Find Course Progress** Returns one course progress record by its id, including the learner, the course, completed lessons, score, progress and status. - Action **Find Course Progress (Alt)** Returns a user's course progress records, optionally narrowed to one course or lesson. - Action **Find Course Progresses** Returns the course progress records that match the learner, course, lesson and date criteria you supply. - Action **Find Course Progresses (Alt)** Returns course progress records across users, filtered by course title, user name, users, groups, teams, archived state, or started, last activity and completed dates. - Action **Find Courses** Returns the courses that match the title, ids, categories, publication status or dates you specify. - Action **Find Event** Returns one event by its id, including its schedule, registration counts and custom field values. - Action **Find Event Registration** Returns the first event registration that matches the event, user, group, team, name or date criteria you specify. - Action **Find Event Registrations** Returns the event registrations that match the search criteria, such as user name, event title, or user, group, team and event ids. - Action **Find Events** Returns the events that match the criteria you supply, such as title, event ids, languages, or start, end, registration and modified dates. - Action **Find Lesson** Returns one lesson by its id, including its course, teachers, activities and publish status. - Action **Find Lessons** Returns the lessons that match the criteria you supply, such as title, course, teacher, language, publish status or date ranges. - Action **Find Media Categories** Returns the media categories that match a title, a set of ids or a published status. - Action **Find Media Category** Returns one media category by its id, including its title, parent category, published status and access settings. - Action **Find Media Item** Returns one media item, such as a video, audio file, PDF or link, by its id. - Action **Find Media Items** Returns the media items that match the title, ids, published status or creation dates you specify. - Action **Find Meeting** Returns a single meeting by its numeric id, including its schedule, hosts, access settings and attendees. - Action **Find Meetings** Returns the meetings that match the name, type, ids or date ranges you specify. - Action **Find Object** Returns one object by its id, including its title, type, description and custom field values. - Action **Find Object Type** Returns one object type by its id, including its title and whether it is enabled. - Action **Find Object Types** Returns the object types that match a title, a list of ids or a last-modified date range. - Action **Find Profile Field** Returns one custom user profile field definition, including its type, options and form settings. - Action **Find Profile Fields** Returns the custom profile fields defined on user profiles in Tovuti that match the name, type, visibility, ids or modification dates you specify. - Action **Find Quiz** Returns a quiz by its ID, including its settings, messages, questions, answer choices, and the course and lesson it belongs to. - Action **Find Quiz Result** Returns one quiz or assessment result by its ID, including the score, pass status and the learner's answer to each question. - Action **Find Quiz Results** Returns quiz and assessment results that match the criteria you give, such as the assessment, user, group, team, lesson, course or submission date. Each result is a summary with the score and pass status. - Action **Find Quizzes** Returns the quizzes that match the title, course, lesson, status or last-modified date you specify. - Action **Find Subscription** Returns one subscription plan by its ID, including its title, pricing, length, availability and user groups. - Action **Find Subscriptions** Returns the subscription plans that match a title, a list of ids, or a last-modified date range. - Action **Find Survey Responses** Returns the survey responses that match the survey, user, lesson, event, question or date criteria you specify. - Action **Find Team** Returns one user team by its ID, including its members, team leads and what the leads are allowed to manage. - Action **Find Teams** Returns user teams that match the title, team ids, member type, or created and modified dates you specify. - Action **Find User** Returns one user by id, including their groups, teams, course enrollments, objects and custom profile field values. - Action **Find User Checklist Progress** Returns learners' progress on their assigned checklist items, filtered by user, group, team, or assigned, created and modified dates. - Action **Find User Group** Returns one user group by its id, including its name, parent group and the users in it. - Action **Find User Groups** Returns the user groups that match the title, group, user, parent, hierarchy range or modified date you specify. - Action **Send Welcome Email** Sends the welcome email to one or more users. Each user receives a new system-generated password in the email. - Action **Subscribe** Subscribes one or more existing users to a subscription plan. For a paid plan, subscribes a single user and records the payment they made outside Tovuti. - Action **Unsubscribe** Removes one or more users from a free subscription plan. - Action **Update User** Updates an existing user's profile, password, status, group and team memberships, course enrollments, associated objects and custom profile fields. Returns the updated user. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **Tovuti LMS** Tovuti is an all-in-one, cloud-based learning management system.](https://apiant.ai/connections/tovuti-lms) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Tovuti LMS - [ **HubSpot to Tovuti LMS** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tovuti-lms) - [ **Salesforce to Tovuti LMS** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tovuti-lms) - [ **Slack to Tovuti LMS** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tovuti-lms) - [ **Google Sheets to Tovuti LMS** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tovuti-lms) - [ **Gmail to Tovuti LMS** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tovuti-lms) - [ **Google Calendar to Tovuti LMS** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tovuti-lms) Questions ## Close and Tovuti LMS, 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 Tovuti LMS when something happens in Close? Any of Tovuti LMS's 68 actions, including Create Assignment, Create Award, Create Checklist and Create Course Category. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tovuti LMS to Close? Yes. When something happens in Tovuti LMS, your agent can act in Close too. This page covers both directions: Tovuti LMS's triggers and Close's actions are listed here as well. ### ### Do I have to build a connector for Close or Tovuti LMS? 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 Tovuti LMS 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.