Close integration | Zervanor
← All connectors

Close

Also an agent tool
sales-crm

Close CRM: manage leads, contacts, opportunities, activities (calls/emails/SMS/notes), tasks, sequences, pipelines and statuses via the Close REST API.

102 actions · 1 triggers

The Close integration lets you connect Close to your automations with 102 actions and 1 triggers — and every action is also a tool an AI agent can call. Examples: Get Me, Create Lead, List Leads, Get Lead, Update Lead. No blank-canvas wiring — connect it and use it in your workflows.

Every action below is also a tool an AI agent can call — the same pack powers your workflows and your agents.

Triggers 1

Events in Close that can start a workflow.

polling

New or updated Close leads (polled)

Polls GET /api/v1/lead/ ordered by date_updated using _skip/_limit offset pagination.

Actions 102

What Zervanor can do in Close.

Activity28

GET

List Activities

List all activities across types (GET /activity/). Offset pagination; results under data[].

GET

List Calls

List call activities (GET /activity/call/).

POST

Log Call

Log a call activity (POST /activity/call/).

GET

Get Call

Get a call activity by id (GET /activity/call/{id}/).

PUT

Update Call

Update a call activity (PUT /activity/call/{id}/).

DELETE

Delete Call

Delete a call activity (DELETE /activity/call/{id}/).

GET

List Emails

List email activities (GET /activity/email/).

POST

Create Email

Create or send an email activity (POST /activity/email/). Set status=draft to save, status=outbox to send.

GET

Get Email

Get an email activity by id (GET /activity/email/{id}/).

PUT

Update Email

Update an email activity (PUT /activity/email/{id}/).

DELETE

Delete Email

Delete an email activity (DELETE /activity/email/{id}/).

GET

List Email Threads

List email threads (GET /activity/emailthread/).

GET

Get Email Thread

Get an email thread by id (GET /activity/emailthread/{id}/).

GET

List Notes

List note activities (GET /activity/note/).

POST

Create Note

Create a note activity (POST /activity/note/).

GET

Get Note

Get a note activity by id (GET /activity/note/{id}/).

PUT

Update Note

Update a note activity (PUT /activity/note/{id}/).

DELETE

Delete Note

Delete a note activity (DELETE /activity/note/{id}/).

GET

List SMS

List SMS activities (GET /activity/sms/).

POST

Send SMS

Create or send an SMS activity (POST /activity/sms/). Set status=outbox to send.

GET

Get SMS

Get an SMS activity by id (GET /activity/sms/{id}/).

PUT

Update SMS

Update an SMS activity (PUT /activity/sms/{id}/).

DELETE

Delete SMS

Delete an SMS activity (DELETE /activity/sms/{id}/).

GET

List Meetings

List meeting activities (GET /activity/meeting/). Read-only (meetings are system-generated).

GET

Get Meeting

Get a meeting activity by id (GET /activity/meeting/{id}/).

GET

List Task-Completed Activities

List task-completed activities (GET /activity/task_completed/). Read-only.

GET

List Lead Status-Change Activities

List lead status-change activities (GET /activity/lead_status_change/). Read-only.

GET

List Opportunity Status-Change Activities

List opportunity status-change activities (GET /activity/opportunity_status_change/). Read-only.

Custom Field9

GET

List Lead Custom Fields

List lead custom-field definitions (GET /custom_field/lead/).

POST

Create Lead Custom Field

Create a lead custom-field definition (POST /custom_field/lead/).

GET

Get Lead Custom Field

Get a lead custom-field definition (GET /custom_field/lead/{id}/).

PUT

Update Lead Custom Field

Update a lead custom-field definition (PUT /custom_field/lead/{id}/).

DELETE

Delete Lead Custom Field

Delete a lead custom-field definition (DELETE /custom_field/lead/{id}/).

GET

List Contact Custom Fields

List contact custom-field definitions (GET /custom_field/contact/).

GET

List Opportunity Custom Fields

List opportunity custom-field definitions (GET /custom_field/opportunity/).

GET

List Activity Custom Fields

List activity custom-field definitions (GET /custom_field/activity/).

GET

List Shared Custom Fields

List shared custom-field definitions (GET /custom_field/shared/).

Lead6

POST

Create Lead

Create a lead (POST /lead/). A lead can be created with just a name; contacts, status, and custom fields are optional.

GET

List Leads

List / search leads (GET /lead/). Offset pagination; results under data[]. Order by date_updated for polling.

GET

Get Lead

Get a lead by id (GET /lead/{id}/).

PUT

Update Lead

Update a lead (PUT /lead/{id}/).

DELETE

Delete Lead

Delete a lead (DELETE /lead/{id}/).

POST

Merge Leads

Merge one lead into another (POST /lead/merge/). The source lead's data is merged into the destination.

Task6

GET

List Tasks

List tasks (GET /task/). Offset pagination.

POST

Create Task

Create a task (POST /task/).

GET

Get Task

Get a task by id (GET /task/{id}/).

PUT

Update Task

Update a task (PUT /task/{id}/) — e.g. mark complete.

DELETE

Delete Task

Delete a task (DELETE /task/{id}/).

PUT

Bulk Update Tasks

Bulk-update tasks matching query filters (PUT /task/). Filters are query params; the update body applies to all matches.

Contact5

POST

Create Contact

Create a contact on a lead (POST /contact/).

GET

List Contacts

List contacts (GET /contact/). Offset pagination.

GET

Get Contact

Get a contact by id (GET /contact/{id}/).

PUT

Update Contact

Update a contact (PUT /contact/{id}/).

DELETE

Delete Contact

Delete a contact (DELETE /contact/{id}/).

Opportunity5

POST

Create Opportunity

Create an opportunity on a lead (POST /opportunity/).

GET

List Opportunities

List opportunities (GET /opportunity/). Offset pagination.

GET

Get Opportunity

Get an opportunity by id (GET /opportunity/{id}/).

PUT

Update Opportunity

Update an opportunity (PUT /opportunity/{id}/).

DELETE

Delete Opportunity

Delete an opportunity (DELETE /opportunity/{id}/).

Saved Search5

GET

List Smart Views

List smart views / saved searches (GET /saved_search/).

POST

Create Smart View

Create a smart view / saved search (POST /saved_search/).

GET

Get Smart View

Get a smart view by id (GET /saved_search/{id}/).

PUT

Update Smart View

Update a smart view (PUT /saved_search/{id}/).

DELETE

Delete Smart View

Delete a smart view (DELETE /saved_search/{id}/).

Webhook5

GET

List Webhook Subscriptions

List webhook subscriptions (GET /webhook/).

POST

Create Webhook Subscription

Create a webhook subscription (POST /webhook/). The response includes a signature_key shown only once.

GET

Get Webhook Subscription

Get a webhook subscription by id (GET /webhook/{id}/).

PUT

Update Webhook Subscription

Update a webhook subscription (PUT /webhook/{id}/) — e.g. pause or activate.

DELETE

Delete Webhook Subscription

Delete a webhook subscription (DELETE /webhook/{id}/).

Sequence Subscription4

GET

List Sequence Subscriptions

List sequence subscriptions (GET /sequence_subscription/).

POST

Subscribe To Sequence

Subscribe a contact to a sequence (POST /sequence_subscription/).

GET

Get Sequence Subscription

Get a sequence subscription by id (GET /sequence_subscription/{id}/).

PUT

Update Sequence Subscription

Pause, resume, or update a sequence subscription (PUT /sequence_subscription/{id}/).

Status4

GET

List Lead Statuses

List lead statuses (GET /status/lead/).

POST

Create Lead Status

Create a lead status (POST /status/lead/).

GET

List Opportunity Statuses

List opportunity statuses (GET /status/opportunity/).

POST

Create Opportunity Status

Create an opportunity status (POST /status/opportunity/).

Email Template3

GET

List Email Templates

List email templates (GET /email_template/).

POST

Create Email Template

Create an email template (POST /email_template/).

GET

Get Email Template

Get an email template by id (GET /email_template/{id}/).

Sequence3

GET

List Sequences

List sequences (GET /sequence/).

POST

Create Sequence

Create a sequence (POST /sequence/).

GET

Get Sequence

Get a sequence by id (GET /sequence/{id}/).

Comment2

GET

List Comments

List comments (GET /comment/).

POST

Create Comment

Create a comment (POST /comment/).

Connected Account2

GET

List Connected Accounts

List connected email/calendar accounts (GET /connected_account/).

GET

Get Connected Account

Get a connected account by id (GET /connected_account/{id}/).

Custom Field Set2

GET

List Custom Field Sets

List custom-field sets (GET /custom_field_set/).

POST

Create Custom Field Set

Create a custom-field set (POST /custom_field_set/).

Export2

POST

Create Lead Export

Start a bulk lead export (POST /export/lead/). Async — returns an export id; poll get_export for the result.

GET

Get Export

Get the status/result of a bulk export (GET /export/{id}/).

Pipeline2

GET

List Pipelines

List pipelines (GET /pipeline/).

GET

Get Pipeline

Get a pipeline by id (GET /pipeline/{id}/).

User2

GET

List Users

List users in the organization (GET /user/).

GET

Get User

Get a user by id (GET /user/{id}/).

Custom Activity1

GET

List Custom Activities

List custom-activity instances (GET /custom_activity/).

Custom Activity Type1

GET

List Custom Activity Types

List custom-activity type definitions (GET /custom_activity_type/).

Custom Object Type1

GET

List Custom Object Types

List custom object types (GET /custom_object_type/).

Data1

POST

Advanced Search

Run an advanced structured query across objects (POST /data/search/). Cursor pagination.

Group1

GET

List Groups

List groups (GET /group/).

Me1

GET

Get Me

Get the current (authenticated) user and organization memberships (GET /me/). Identity + connectivity probe.

Role1

GET

List Roles

List roles (GET /role/).

Automations using Close

Build your own automation with Close in the visual builder.

Frequently asked questions

What can I automate with Close?

102 actions are available — for example: Get Me, Create Lead, List Leads, Get Lead, Update Lead, and more.

Which Close events can start a workflow?

1 triggers — for example: New or updated Close leads (polled).

Can Close be used as an AI agent tool?

Yes. Every Close action automatically becomes a tool an AI agent can call — the same pack powers both your workflows and your agents.

How is the Close integration modelled?

Close is modelled as a versioned connector pack, and the steps that need reasoning fall to first-party agents hosted in the same runtime as the workflows.