Connect Close and Whop

Both apps 95Close 50Whop 45

• 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
  Dispute Updated

  Triggers when a payment dispute on your Whop account changes, for example when its status moves or the deadline to respond is set.

• Trigger
  Failed Payment

  Triggers when a payment on your Whop account fails, giving you the amount, the reason it failed and when Whop will try again.

• Trigger
  Invoice Paid

  Triggers when an invoice on your Whop account is paid, giving you the invoice, its amount and who paid it.

• Trigger
  Invoice Past Due

  Triggers when an invoice on your Whop account passes its due date without being paid.

• Trigger
  Membership Canceled

  Triggers when a Whop membership ends and the customer loses access, whether they cancelled or their payments stopped.

• Trigger
  Membership Scheduled to Cancel

  Triggers when a Whop customer schedules their membership to end at the close of the current billing period, or reverses that decision.

• Trigger
  New Dispute

  Triggers when a buyer opens a new chargeback dispute on a Whop payment.

• Trigger
  New Dispute Alert

  Triggers when Whop receives an early dispute alert from the card network, before a formal chargeback is opened.

• Trigger
  New Invoice

  Triggers when a new invoice is created for a customer in Whop.

• Trigger
  New Member Joined

  Triggers when a new member joins — a Whop membership becomes active for a customer.

• Trigger
  New Payment

  Triggers when a new payment is created in Whop.

• Trigger
  New Waitlist

  Triggers when someone signs up for a waitlisted plan in Whop, creating a new waitlist entry.

• Trigger
  Payment Method Saved

  Triggers when a customer successfully saves a payment method in Whop for future use.

• Trigger
  Payment Pending

  Triggers when a Whop payment moves into a pending state, waiting to clear.

• Trigger
  Payment Refunded

  Triggers when a payment is refunded in Whop.

• Trigger
  Waitlist Approved

  Triggers when a waitlist entry is approved in Whop, granting the person access to the plan.

• Action
  Add Free Days to Membership

  Adds free days to a Whop membership, pushing out its next renewal date, expiration or trial. Useful for service credits, support gestures and referral rewards.

• Action
  Approve Waitlist

  Approves a pending waitlist entry in Whop so the applicant is granted access. Whop processes the approval in the background and returns a job ID.

• Action
  Cancel Membership

  Cancels a Whop membership, either at the end of the current billing period or straight away.

• Action
  Create Checkout Session

  Creates a Whop checkout session for a plan and returns the purchase link you send the customer to.

• Action
  Create Invoice

  Creates an invoice in Whop for a new or existing customer, either emailed as a payment link or charged automatically. Anything you leave blank is left out of the request.

• Action
  Create Lead

  Creates a lead in Whop to track someone who showed interest in a product, along with where they came from.

• Action
  Create Payment

  Charges a Whop member's saved payment method, either for an existing plan or for a new plan you describe inline. Anything you leave blank is left out of the request.

• Action
  Create Promo Code

  Creates a discount code customers can enter at checkout on Whop, as either a percentage or a flat amount off, with optional limits on who can use it and how often.

• Action
  Deny Waitlist

  Denies a pending waitlist entry in Whop so the applicant is turned down, and returns the updated entry.

• Action
  Find Entries

  Finds waitlist entries on your Whop account, with optional filters for status, product, plan and when they were submitted.

• Action
  Find Entry

  Looks up a single Whop waitlist entry by its ID and returns its status, who applied and what they applied for.

• Action
  Find Invoice

  Looks up a single Whop invoice by its ID and returns its status, amount, line items and who it was sent to.

• Action
  Find Lead

  Looks up a single Whop lead by its ID and returns who they are, what they were interested in and whether they have become a paying customer.

• Action
  Find Member

  Looks up a single member of your Whop company by ID and returns their contact details, access level and how much they have spent.

• Action
  Find Membership

  Looks up a single Whop membership by its ID and returns its status, renewal dates, the customer and what they are subscribed to.

• Action
  Find Payment

  Looks up a single Whop payment by its ID and returns its status, amounts, card details and what it was for.

• Action
  Find Plan

  Looks up a single Whop plan by its ID and returns its pricing, billing period, visibility and purchase link.

• Action
  Find Product

  Looks up a single Whop product by its ID and returns its name, visibility, member count and store details.

• Action
  Find Products

  Lists the products on your Whop company, with optional filters for visibility and paging.

• Action
  Find Refund

  Looks up a single Whop refund by its ID and returns the amount, its processing status and the payment it came from.

• Action
  Get Payment Fees

  Lists the fees taken out of a Whop payment, such as processing and affiliate fees, with the amount and type of each.

• Action
  Pause Membership

  Pauses billing on a Whop membership, optionally resuming automatically on a date you choose.

• Action
  Refund Payment

  Refunds a Whop payment in full, or by a partial amount you specify.

• Action
  Resume Membership

  Resumes billing on a Whop membership that was paused.

• Action
  Unarchive Affiliate

  Restores an archived Whop affiliate so they can earn commissions again.

• Action
  Uncancel Membership

  Reverses a pending cancellation so a Whop membership keeps renewing.

• Action
  Update Lead

  Updates the referrer or your own stored data on an existing Whop lead.

• Action
  Update Membership

  Updates your own stored data on an existing Whop membership.

• Action
  Void Invoice

  Voids a Whop invoice so it can no longer be paid.

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