NAiOS IconNAiOS Logo
Contacto
Volver al catálogo

Close

close

Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.

CRMDrip EmailsWeb del proveedor
Acciones
6
Triggers
0
Autenticación
—
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

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_SMSAcción

This 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

  • textstringObligatorio

    The content of the SMS message

  • statusstringObligatorioenum

    The status of the SMS. Must be one of: inbox, draft, scheduled, outbox, sent

    inboxdraftscheduledoutboxsent
  • lead_idstringObligatorio

    The ID of the lead associated with the SMS

  • send_ininteger

    Number of seconds to delay sending the SMS when status is outbox. Must be less than 60

  • directionstringenum

    The direction of the SMS. Defaults to 'inbound' if status is inbox, otherwise 'outbound'

    inboundoutbound
  • contact_idstring

    The ID of the contact associated with the SMS

  • local_phonestringObligatorio

    The internal phone number used to send the SMS. Must be associated with a Phone Number of type 'internal'

  • template_idstring

    The ID of an SMS Template to render and use as the message content

  • remote_phonestringObligatorio

    The recipient's phone number

  • date_scheduledstring

    The date and time when the SMS should be sent (required if status is 'scheduled')

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create CallCLOSE_CREATE_CALLAcción

Creates 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

  • notestring

    A text note about the call

  • phonestring

    The phone number associated with the call

  • lead_idstringObligatorio

    The ID of the lead associated with the call

  • user_idstring

    The ID of the user who made/received the call

  • durationinteger

    Duration of the call in seconds

  • directionstringObligatorioenum

    The direction of the call (outbound or inbound)

    outboundinbound
  • contact_idstring

    The ID of the contact associated with the call

  • dispositionstringenum

    The outcome of the call (answered, no-answer, vm-answer, vm-left, busy, blocked, error, abandoned)

    answeredno-answervm-answervm-leftbusyblockederrorabandoned
  • recording_urlstringuri

    HTTPS URL pointing to the MP3 recording of the call

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create LeadCLOSE_CREATE_LEADAcción

This 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

  • urlstring

    Website URL of the company

  • namestringObligatorio

    Name of the company/lead

  • contactsobject[]

    List of contacts associated with the lead

  • addressesobject[]

    List of addresses associated with the lead

  • status_idstring

    ID of the lead status. If not provided, organization's default status will be used

  • descriptionstring

    Description of the lead

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create TaskCLOSE_CREATE_TASKAcción

This 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

  • datestringObligatorio

    The date when the task is actionable. Can be date-only (YYYY-MM-DD) or date-time (YYYY-MM-DDThh:mm:ss+00:00)

  • textstringObligatorio

    Description of the task

  • lead_idstringObligatorio

    The ID of the lead the task is associated with

  • assigned_tostring

    User ID of the person the task is assigned to. If omitted, assigns to the API caller

  • is_completeboolean

    Whether the task is complete

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete CallCLOSE_DELETE_CALLAcción

This 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_idstringObligatorio

    The unique identifier of the call activity to delete

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get NotesCLOSE_GET_NOTEAcción

This 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_idstring

    Filter notes by a specific lead ID

  • user_idstring

    Filter notes by a specific user ID

  • date_created__gtstring

    Filter notes created after this date (ISO 8601 format)

  • date_created__ltstring

    Filter notes created before this date (ISO 8601 format)

Parámetros de salida

  • dataobject[]Obligatorio

    Array of notes matching the search criteria

  • errorstring

    Error if any occurred during the execution of the action

  • has_morebooleanObligatorio

    Whether there are more results available

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not