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