Connect Truss to iClosed

Both apps 47Truss 21iClosed 26

• Trigger
  Contact Modified

  Triggers when a contact's details change.

• Trigger
  New Comment

  Triggers when a new comment is added to a task.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Entity

  Triggers when a new entity is created.

• Trigger
  New Project Created

  Triggers when a new project is created in the firm.

• Trigger
  New Task

  Triggers when a new task is added to a project.

• Trigger
  Project Modified

  Triggers when a project is created or changed.

• Trigger
  Project Status Change

  Triggers when a project's status changes.

• Trigger
  Project Task Modified

  Triggers when a task in a project is added or changed (name, description, status or due date).

• Action
  Add Contact to Entity

  Links an existing contact to an existing entity and returns the entity.

• Action
  Add Project to Entity

  Links an existing project to an existing entity and returns the entity.

• Action
  Change Project Status

  Changes a project's status to the status you choose.

• Action
  Create Assignee by Contact ID

  Assigns an existing contact to a project.

• Action
  Create Contact

  Creates a client contact with a name and primary email.

• Action
  Create Entity

  Creates an entity (a business or individual taxpayer) in the firm.

• Action
  Get All Projects in Firm

  Returns every project in the firm.

• Action
  Get All Tasks in Project

  Returns every task in a project.

• Action
  Get Contact by ID

  Returns a contact by its ID.

• Action
  Get Entity by ID

  Returns an entity by its ID, with its linked contacts and projects.

• Action
  Get One Task From Project

  Returns one task of a project, with its attached files.

• Action
  Update Project Name or Metadata

  Updates a project's name, due date or metadata.

• Action
  Add call

  Books a new call on an iClosed event for a contact at a chosen date and time, and returns the scheduled call with its assigned closer and confirmation link.

• Action
  Add Call Outcome

  Records the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call.

• Action
  Add custom field

  Creates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field.

• Action
  Add deal

  Creates a new deal from an iClosed call booking, with an optional product, value, and linked transactions.

• Action
  Add product

  Creates a new product in your iClosed account and returns the created product.

• Action
  Cancel Call

  Cancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking.

• Action
  Create Contact

  Creates a new contact in iClosed, or updates the existing contact with the same email or phone number.

• Action
  Create Note

  Adds a note to an existing contact in iClosed.

• Action
  Create Transaction

  Creates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details.

• Action
  Delete transaction

  Permanently deletes a transaction by its ID. This cannot be undone.

• Action
  Get event

  Returns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix.

• Action
  List contact notes

  Returns the notes recorded on an iClosed contact, optionally only those written by a specific user.

• Action
  List deals

  Returns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range.

• Action
  List events

  Returns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type.

• Action
  List products

  Returns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting.

• Action
  Search Call

  Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range.

• Action
  Search Contact

  Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts.

• Action
  Search Custom Fields

  Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier.

• Action
  Search Transaction

  Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date.

• Action
  Search Users

  Finds users in your iClosed account whose name or email matches the search text, including removed users.

• Action
  Update call

  Updates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call.

• Action
  Update Contact

  Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed.

• Action
  Update Contact Custom Field

  Sets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier.

• Action
  Update deal

  Updates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal.

• Action
  Update product

  Updates an existing product's name or description in iClosed and returns the updated product.

• Action
  Update transaction

  Updates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction.

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