Close
closeClose is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
Acciones disponibles (6)
Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.
Create SMS MessageCLOSE_CLOSE_CREATE_SMSAcciónThis tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
CLOSE_CLOSE_CREATE_SMSAcciónThis tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Parámetros de entrada
textstringObligatorioThe content of the SMS message
statusstringObligatorioenumThe status of the SMS. Must be one of: inbox, draft, scheduled, outbox, sent
inboxdraftscheduledoutboxsentlead_idstringObligatorioThe ID of the lead associated with the SMS
send_inintegerNumber of seconds to delay sending the SMS when status is outbox. Must be less than 60
directionstringenumThe direction of the SMS. Defaults to 'inbound' if status is inbox, otherwise 'outbound'
inboundoutboundcontact_idstringThe ID of the contact associated with the SMS
local_phonestringObligatorioThe internal phone number used to send the SMS. Must be associated with a Phone Number of type 'internal'
template_idstringThe ID of an SMS Template to render and use as the message content
remote_phonestringObligatorioThe recipient's phone number
date_scheduledstringThe date and time when the SMS should be sent (required if status is 'scheduled')
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create CallCLOSE_CREATE_CALLAcciónCreates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
CLOSE_CREATE_CALLAcciónCreates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
Parámetros de entrada
notestringA text note about the call
phonestringThe phone number associated with the call
lead_idstringObligatorioThe ID of the lead associated with the call
user_idstringThe ID of the user who made/received the call
durationintegerDuration of the call in seconds
directionstringObligatorioenumThe direction of the call (outbound or inbound)
outboundinboundcontact_idstringThe ID of the contact associated with the call
dispositionstringenumThe outcome of the call (answered, no-answer, vm-answer, vm-left, busy, blocked, error, abandoned)
answeredno-answervm-answervm-leftbusyblockederrorabandonedrecording_urlstringuriHTTPS URL pointing to the MP3 recording of the call
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create LeadCLOSE_CREATE_LEADAcciónThis tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
CLOSE_CREATE_LEADAcciónThis tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Parámetros de entrada
urlstringWebsite URL of the company
namestringObligatorioName of the company/lead
contactsobject[]List of contacts associated with the lead
addressesobject[]List of addresses associated with the lead
status_idstringID of the lead status. If not provided, organization's default status will be used
descriptionstringDescription of the lead
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create TaskCLOSE_CREATE_TASKAcciónThis tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
CLOSE_CREATE_TASKAcciónThis tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Parámetros de entrada
datestringObligatorioThe date when the task is actionable. Can be date-only (YYYY-MM-DD) or date-time (YYYY-MM-DDThh:mm:ss+00:00)
textstringObligatorioDescription of the task
lead_idstringObligatorioThe ID of the lead the task is associated with
assigned_tostringUser ID of the person the task is assigned to. If omitted, assigns to the API caller
is_completebooleanWhether the task is complete
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete CallCLOSE_DELETE_CALLAcciónThis tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
CLOSE_DELETE_CALLAcciónThis tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
Parámetros de entrada
call_idstringObligatorioThe unique identifier of the call activity to delete
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get NotesCLOSE_GET_NOTEAcciónThis tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
CLOSE_GET_NOTEAcciónThis tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Parámetros de entrada
lead_idstringFilter notes by a specific lead ID
user_idstringFilter notes by a specific user ID
date_created__gtstringFilter notes created after this date (ISO 8601 format)
date_created__ltstringFilter notes created before this date (ISO 8601 format)
Parámetros de salida
dataobject[]ObligatorioArray of notes matching the search criteria
errorstringError if any occurred during the execution of the action
has_morebooleanObligatorioWhether there are more results available
successfulbooleanObligatorioWhether or not the action execution was successful or not
Triggers (45)
Los triggers son eventos externos que pueden iniciar un flujo en tus agentes (ej: nuevo email, mensaje recibido, registro creado).
Bulk Delete CompletedCLOSE_BULK_DELETE_COMPLETEDTriggerTriggers when a bulk delete finishes.
CLOSE_BULK_DELETE_COMPLETEDTriggerTriggers when a bulk delete finishes.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe bulk delete, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Bulk Delete CreatedCLOSE_BULK_DELETE_CREATEDTriggerTriggers when a bulk delete is started.
CLOSE_BULK_DELETE_CREATEDTriggerTriggers when a bulk delete is started.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe bulk delete, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Bulk Delete UpdatedCLOSE_BULK_DELETE_UPDATEDTriggerTriggers when a bulk delete makes progress, carrying how many records it
has handled so far.
CLOSE_BULK_DELETE_UPDATEDTriggerTriggers when a bulk delete makes progress, carrying how many records it has handled so far.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe bulk delete as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Bulk Edit CompletedCLOSE_BULK_EDIT_COMPLETEDTriggerTriggers when a bulk edit finishes.
CLOSE_BULK_EDIT_COMPLETEDTriggerTriggers when a bulk edit finishes.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe bulk edit, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Bulk Edit CreatedCLOSE_BULK_EDIT_CREATEDTriggerTriggers when a bulk edit is started.
CLOSE_BULK_EDIT_CREATEDTriggerTriggers when a bulk edit is started.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe bulk edit, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Bulk Edit UpdatedCLOSE_BULK_EDIT_UPDATEDTriggerTriggers when a bulk edit makes progress, carrying how many records it has
handled so far.
CLOSE_BULK_EDIT_UPDATEDTriggerTriggers when a bulk edit makes progress, carrying how many records it has handled so far.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe bulk edit as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Bulk Email CreatedCLOSE_BULK_EMAIL_CREATEDTriggerTriggers when a bulk email send is started.
CLOSE_BULK_EMAIL_CREATEDTriggerTriggers when a bulk email send is started.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe bulk email send, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Bulk Email PausedCLOSE_BULK_EMAIL_PAUSEDTriggerTriggers when a bulk email send is paused, either by a person or by Close
itself.
CLOSE_BULK_EMAIL_PAUSEDTriggerTriggers when a bulk email send is paused, either by a person or by Close itself.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe bulk email send, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Bulk Email UpdatedCLOSE_BULK_EMAIL_UPDATEDTriggerTriggers when a bulk email send makes progress, carrying how many
recipients it has handled so far.
CLOSE_BULK_EMAIL_UPDATEDTriggerTriggers when a bulk email send makes progress, carrying how many recipients it has handled so far.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe bulk email send as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Bulk Sequence Subscription CompletedCLOSE_BULK_SEQUENCE_SUBSCRIPTION_COMPLETEDTriggerTriggers when a bulk sequence action finishes.
CLOSE_BULK_SEQUENCE_SUBSCRIPTION_COMPLETEDTriggerTriggers when a bulk sequence action finishes.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe bulk sequence action, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Bulk Sequence Subscription CreatedCLOSE_BULK_SEQUENCE_SUBSCRIPTION_CREATEDTriggerTriggers when a bulk sequence subscribe, pause or resume is started.
CLOSE_BULK_SEQUENCE_SUBSCRIPTION_CREATEDTriggerTriggers when a bulk sequence subscribe, pause or resume is started.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe bulk sequence action, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Bulk Sequence Subscription UpdatedCLOSE_BULK_SEQUENCE_SUBSCRIPTION_UPDATEDTriggerTriggers when a bulk sequence action makes progress, carrying how many
contacts it has handled so far.
CLOSE_BULK_SEQUENCE_SUBSCRIPTION_UPDATEDTriggerTriggers when a bulk sequence action makes progress, carrying how many contacts it has handled so far.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe bulk sequence action as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Call DeletedCLOSE_CALL_DELETEDTriggerTriggers when a call is deleted from a lead's timeline.
CLOSE_CALL_DELETEDTriggerTriggers when a call is deleted from a lead's timeline.
Configuración
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe call as it last existed, immediately before it was removed.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Call LoggedCLOSE_CALL_LOGGEDTriggerTriggers when a call is recorded on a lead, whether placed through Close or
logged after the fact. Filter on `direction` for inbound only.
CLOSE_CALL_LOGGEDTriggerTriggers when a call is recorded on a lead, whether placed through Close or logged after the fact. Filter on `direction` for inbound only.
Configuración
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
dataobjectObligatorioThe call, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Call UpdatedCLOSE_CALL_UPDATEDTriggerTriggers when a recorded call changes, such as its note, outcome, recording
or transcript.
CLOSE_CALL_UPDATEDTriggerTriggers when a recorded call changes, such as its note, outcome, recording or transcript.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe call as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Comment AddedCLOSE_COMMENT_ADDEDTriggerTriggers when a comment is posted on an activity or object. The first
comment on an object also opens a thread, which fires
CLOSE_COMMENT_THREAD_STARTED in the same request.
CLOSE_COMMENT_ADDEDTriggerTriggers when a comment is posted on an activity or object. The first comment on an object also opens a thread, which fires CLOSE_COMMENT_THREAD_STARTED in the same request.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe comment, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Custom Activity DeletedCLOSE_CUSTOM_ACTIVITY_DELETEDTriggerTriggers when a custom activity instance is deleted from a lead.
CLOSE_CUSTOM_ACTIVITY_DELETEDTriggerTriggers when a custom activity instance is deleted from a lead.
Configuración
custom_activity_type_idstringOnly fire for custom activities of this type, by id, e.g. `actitype_abc123`. Use `CLOSE_LIST_CUSTOM_ACTIVITY_TYPES` to find the id. Leave unset to fire for every custom activity type.
Payload del evento
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe custom activity as it last existed, immediately before it was removed.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Custom Activity LoggedCLOSE_CUSTOM_ACTIVITY_LOGGEDTriggerTriggers when an instance of a custom activity type is logged on a lead.
Filter on `custom_activity_type_id` for one type only.
CLOSE_CUSTOM_ACTIVITY_LOGGEDTriggerTriggers when an instance of a custom activity type is logged on a lead. Filter on `custom_activity_type_id` for one type only.
Configuración
custom_activity_type_idstringOnly fire for custom activities of this type, by id, e.g. `actitype_abc123`. Use `CLOSE_LIST_CUSTOM_ACTIVITY_TYPES` to find the id. Leave unset to fire for every custom activity type.
Payload del evento
dataobjectObligatorioThe custom activity, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Custom Activity UpdatedCLOSE_CUSTOM_ACTIVITY_UPDATEDTriggerTriggers when an existing custom activity instance changes.
CLOSE_CUSTOM_ACTIVITY_UPDATEDTriggerTriggers when an existing custom activity instance changes.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
custom_activity_type_idstringOnly fire for custom activities of this type, by id, e.g. `actitype_abc123`. Use `CLOSE_LIST_CUSTOM_ACTIVITY_TYPES` to find the id. Leave unset to fire for every custom activity type.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe custom activity as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Email DeletedCLOSE_EMAIL_DELETEDTriggerTriggers when an email is deleted from a lead's timeline.
CLOSE_EMAIL_DELETEDTriggerTriggers when an email is deleted from a lead's timeline.
Configuración
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe email as it last existed, immediately before it was removed.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Email LoggedCLOSE_EMAIL_LOGGEDTriggerTriggers when an email is recorded on a lead, whether it arrived, was
drafted, was scheduled, or was logged as already sent. Filter on
`direction` for inbound only.
CLOSE_EMAIL_LOGGEDTriggerTriggers when an email is recorded on a lead, whether it arrived, was drafted, was scheduled, or was logged as already sent. Filter on `direction` for inbound only.
Configuración
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
dataobjectObligatorioThe email, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Email Thread DeletedCLOSE_EMAIL_THREAD_DELETEDTriggerTriggers when an email thread is deleted from a lead.
CLOSE_EMAIL_THREAD_DELETEDTriggerTriggers when an email thread is deleted from a lead.
Configuración
Sin parámetros.
Payload del evento
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe email thread as it last existed, immediately before it was removed.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Email Thread StartedCLOSE_EMAIL_THREAD_STARTEDTriggerTriggers when a new email thread appears on a lead. The individual messages
arrive separately on CLOSE_EMAIL_LOGGED.
CLOSE_EMAIL_THREAD_STARTEDTriggerTriggers when a new email thread appears on a lead. The individual messages arrive separately on CLOSE_EMAIL_LOGGED.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe email thread, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Email Thread UpdatedCLOSE_EMAIL_THREAD_UPDATEDTriggerTriggers when an email thread changes, such as a message being added to it
or its subject changing.
CLOSE_EMAIL_THREAD_UPDATEDTriggerTriggers when an email thread changes, such as a message being added to it or its subject changing.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe email thread as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Email UpdatedCLOSE_EMAIL_UPDATEDTriggerTriggers when a recorded email changes, such as a draft being edited, an
open being recorded, or its status moving.
CLOSE_EMAIL_UPDATEDTriggerTriggers when a recorded email changes, such as a draft being edited, an open being recorded, or its status moving.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe email as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Lead Creation Activity AddedCLOSE_LEAD_CREATION_ACTIVITY_ADDEDTriggerTriggers when the 'Lead Created' entry is added to a lead's timeline. This
fires alongside CLOSE_LEAD_CREATED for the same lead and adds the timeline
position and the import that produced it.
CLOSE_LEAD_CREATION_ACTIVITY_ADDEDTriggerTriggers when the 'Lead Created' entry is added to a lead's timeline. This fires alongside CLOSE_LEAD_CREATED for the same lead and adds the timeline position and the import that produced it.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe 'Lead Created' timeline entry, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Lead Creation Activity DeletedCLOSE_LEAD_CREATION_ACTIVITY_DELETEDTriggerTriggers when a 'Lead Created' timeline entry is removed, which means its
lead was deleted.
CLOSE_LEAD_CREATION_ACTIVITY_DELETEDTriggerTriggers when a 'Lead Created' timeline entry is removed, which means its lead was deleted.
Configuración
Sin parámetros.
Payload del evento
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe 'Lead Created' timeline entry as it last existed, immediately before it was removed.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Lead Creation Activity UpdatedCLOSE_LEAD_CREATION_ACTIVITY_UPDATEDTriggerTriggers when a 'Lead Created' timeline entry is moved to a different lead,
which in practice means its lead was merged into another.
CLOSE_LEAD_CREATION_ACTIVITY_UPDATEDTriggerTriggers when a 'Lead Created' timeline entry is moved to a different lead, which in practice means its lead was merged into another.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe 'Lead Created' timeline entry as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Lead Status ChangedCLOSE_LEAD_STATUS_CHANGEDTriggerTriggers when a lead moves to a different lead status, carrying both the
old and the new status. This is the status-change event itself;
CLOSE_LEAD_UPDATED also fires for the same move.
CLOSE_LEAD_STATUS_CHANGEDTriggerTriggers when a lead moves to a different lead status, carrying both the old and the new status. This is the status-change event itself; CLOSE_LEAD_UPDATED also fires for the same move.
Configuración
new_statusstringOnly fire when the lead lands in this status, by label, e.g. `Customer`. These are the lead status names shown in the Close sidebar. Leave unset to fire for every status.
Payload del evento
dataobjectObligatorioThe lead status change, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Lead Status Change Entry DeletedCLOSE_LEAD_STATUS_CHANGE_ENTRY_DELETEDTriggerTriggers when a lead-status-change entry is removed from a lead's timeline.
CLOSE_LEAD_STATUS_CHANGE_ENTRY_DELETEDTriggerTriggers when a lead-status-change entry is removed from a lead's timeline.
Configuración
new_statusstringOnly fire when the lead lands in this status, by label, e.g. `Customer`. These are the lead status names shown in the Close sidebar. Leave unset to fire for every status.
Payload del evento
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe lead status change as it last existed, immediately before it was removed.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Lead Status Change Entry UpdatedCLOSE_LEAD_STATUS_CHANGE_ENTRY_UPDATEDTriggerTriggers when Close folds a further status change into an existing lead-
status-change timeline entry, which happens when the lead changes status
twice in quick succession.
CLOSE_LEAD_STATUS_CHANGE_ENTRY_UPDATEDTriggerTriggers when Close folds a further status change into an existing lead- status-change timeline entry, which happens when the lead changes status twice in quick succession.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
new_statusstringOnly fire when the lead lands in this status, by label, e.g. `Customer`. These are the lead status names shown in the Close sidebar. Leave unset to fire for every status.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe lead status change as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Note AddedCLOSE_NOTE_ADDEDTriggerTriggers when a note is written on a lead.
CLOSE_NOTE_ADDEDTriggerTriggers when a note is written on a lead.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe note, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Note DeletedCLOSE_NOTE_DELETEDTriggerTriggers when a note is deleted from a lead.
CLOSE_NOTE_DELETEDTriggerTriggers when a note is deleted from a lead.
Configuración
Sin parámetros.
Payload del evento
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe note as it last existed, immediately before it was removed.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Note UpdatedCLOSE_NOTE_UPDATEDTriggerTriggers when an existing note is edited.
CLOSE_NOTE_UPDATEDTriggerTriggers when an existing note is edited.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe note as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Opportunity Status ChangedCLOSE_OPPORTUNITY_STATUS_CHANGEDTriggerTriggers when an opportunity moves to a different status, carrying the old
and new status, its type (`active`, `won` or `lost`) and the pipeline.
Filter on `new_status_type` for a deal-won automation.
CLOSE_OPPORTUNITY_STATUS_CHANGEDTriggerTriggers when an opportunity moves to a different status, carrying the old and new status, its type (`active`, `won` or `lost`) and the pipeline. Filter on `new_status_type` for a deal-won automation.
Configuración
new_statusstringOnly fire when the opportunity lands in this status, by label, e.g. `Won`. These are the stage names on the pipeline in Close. Leave unset to fire for every status.
new_status_typestringOnly fire when the opportunity lands in a status of this type: `active`, `won` or `lost`. Set it to `won` for a deal-won automation that survives your team renaming its statuses. Leave unset to fire for all three.
pipelinestringOnly fire for opportunities in this pipeline, by name, e.g. `Sales`. This is the pipeline name shown in Close. Leave unset to fire for every pipeline.
Payload del evento
dataobjectObligatorioThe opportunity status change, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Opportunity Status Change Entry DeletedCLOSE_OPPORTUNITY_STATUS_CHANGE_ENTRY_DELETEDTriggerTriggers when an opportunity-status-change entry is removed from a lead's
timeline.
CLOSE_OPPORTUNITY_STATUS_CHANGE_ENTRY_DELETEDTriggerTriggers when an opportunity-status-change entry is removed from a lead's timeline.
Configuración
new_statusstringOnly fire when the opportunity lands in this status, by label, e.g. `Won`. These are the stage names on the pipeline in Close. Leave unset to fire for every status.
new_status_typestringOnly fire when the opportunity lands in a status of this type: `active`, `won` or `lost`. Set it to `won` for a deal-won automation that survives your team renaming its statuses. Leave unset to fire for all three.
pipelinestringOnly fire for opportunities in this pipeline, by name, e.g. `Sales`. This is the pipeline name shown in Close. Leave unset to fire for every pipeline.
Payload del evento
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe opportunity status change as it last existed, immediately before it was removed.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Opportunity Status Change Entry UpdatedCLOSE_OPPORTUNITY_STATUS_CHANGE_ENTRY_UPDATEDTriggerTriggers when Close folds a further status change into an existing
opportunity-status-change timeline entry.
CLOSE_OPPORTUNITY_STATUS_CHANGE_ENTRY_UPDATEDTriggerTriggers when Close folds a further status change into an existing opportunity-status-change timeline entry.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
new_statusstringOnly fire when the opportunity lands in this status, by label, e.g. `Won`. These are the stage names on the pipeline in Close. Leave unset to fire for every status.
new_status_typestringOnly fire when the opportunity lands in a status of this type: `active`, `won` or `lost`. Set it to `won` for a deal-won automation that survives your team renaming its statuses. Leave unset to fire for all three.
pipelinestringOnly fire for opportunities in this pipeline, by name, e.g. `Sales`. This is the pipeline name shown in Close. Leave unset to fire for every pipeline.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe opportunity status change as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
SMS DeletedCLOSE_SMS_DELETEDTriggerTriggers when an SMS is deleted from a lead's timeline.
CLOSE_SMS_DELETEDTriggerTriggers when an SMS is deleted from a lead's timeline.
Configuración
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe SMS as it last existed, immediately before it was removed.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
SMS LoggedCLOSE_SMS_LOGGEDTriggerTriggers when an SMS is recorded on a lead. Filter on `direction` for
inbound only.
CLOSE_SMS_LOGGEDTriggerTriggers when an SMS is recorded on a lead. Filter on `direction` for inbound only.
Configuración
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
dataobjectObligatorioThe SMS, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
SMS UpdatedCLOSE_SMS_UPDATEDTriggerTriggers when a recorded SMS changes, such as its status moving or a
delivery error being recorded.
CLOSE_SMS_UPDATEDTriggerTriggers when a recorded SMS changes, such as its status moving or a delivery error being recorded.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe SMS as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Task Completion Entry DeletedCLOSE_TASK_COMPLETION_ENTRY_DELETEDTriggerTriggers when a 'task completed' entry is removed from a lead's timeline.
CLOSE_TASK_COMPLETION_ENTRY_DELETEDTriggerTriggers when a 'task completed' entry is removed from a lead's timeline.
Configuración
Sin parámetros.
Payload del evento
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe task-completed entry as it last existed, immediately before it was removed.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
Task Completion LoggedCLOSE_TASK_COMPLETION_LOGGEDTriggerTriggers when a 'task completed' entry appears on a lead's timeline. The
task itself also fires its own completion trigger, such as
CLOSE_LEAD_TASK_COMPLETED.
CLOSE_TASK_COMPLETION_LOGGEDTriggerTriggers when a 'task completed' entry appears on a lead's timeline. The task itself also fires its own completion trigger, such as CLOSE_LEAD_TASK_COMPLETED.
Configuración
Sin parámetros.
Payload del evento
dataobjectObligatorioThe task-completed entry, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
WhatsApp Message DeletedCLOSE_WHATSAPP_MESSAGE_DELETEDTriggerTriggers when a WhatsApp message is deleted from a lead's timeline.
CLOSE_WHATSAPP_MESSAGE_DELETEDTriggerTriggers when a WhatsApp message is deleted from a lead's timeline.
Configuración
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe WhatsApp message as it last existed, immediately before it was removed.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
WhatsApp Message LoggedCLOSE_WHATSAPP_MESSAGE_LOGGEDTriggerTriggers when a WhatsApp message is recorded on a lead. Its `direction` is
`incoming` or `outgoing`, not the `inbound`/`outbound` the other
communication triggers use.
CLOSE_WHATSAPP_MESSAGE_LOGGEDTriggerTriggers when a WhatsApp message is recorded on a lead. Its `direction` is `incoming` or `outgoing`, not the `inbound`/`outbound` the other communication triggers use.
Configuración
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
dataobjectObligatorioThe WhatsApp message, as Close delivered it.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.
WhatsApp Message UpdatedCLOSE_WHATSAPP_MESSAGE_UPDATEDTriggerTriggers when a recorded WhatsApp message changes.
CLOSE_WHATSAPP_MESSAGE_UPDATEDTriggerTriggers when a recorded WhatsApp message changes.
Configuración
changed_fieldstringOnly fire when this field is one of the fields that changed, e.g. `status_id`. Close batches every field one request touched into a single delivery and names them in `changed_fields`, so this is how you narrow an update trigger. Field names are the ones on the object body below. Leave unset to fire on every change.
directionstringOnly fire for this direction. Call and SMS use `inbound` and `outbound`; email and WhatsApp use `incoming` and `outgoing`. Leave unset to fire for both directions.
Payload del evento
changed_fieldsstring[]ObligatorioNames of the object fields this delivery changed. Close batches every field touched by one request into a single `updated` delivery and lists them here, so this is what an automation branches on to tell a status change from a typo fix.
dataobjectObligatorioThe WhatsApp message as it stands after the change.
metaobjectObligatorioWhat Close recorded about the request that produced this event.
previous_dataobjectObligatorioThe prior values of exactly the fields named in `changed_fields` -- a partial object over the same keys as `data`, not a full copy. A key absent here did not change.
request_idstringId of the Close request that produced this event. Severaldeliveries share one request_id when a single action emits severalevents -- deleting a comment emits comment.updated +comment.deleted + comment_thread.deleted under one request_id, anda lead merge emits lead.merged + lead.deleted under another. It isthe only way to correlate them.
user_idstringId of the Close user who performed the action. Null when Closeitself acted (auto-created tasks, consolidations, auto-pauses).Distinct from the body's `user_id`, which is the user the objectis attributed to.