Close
Aynı zamanda bir ajan aracıClose CRM: manage leads, contacts, opportunities, activities (calls/emails/SMS/notes), tasks, sequences, pipelines and statuses via the Close REST API.
102 eylemler · 1 tetikleyiciler
Close entegrasyonu — 102 aksiyon ve 1 tetikleyici ile Close'ı otomasyonlarına bağla; her aksiyon aynı zamanda bir AI agent aracı. Örnek: Get Me, Create Lead, List Leads, Get Lead, Update Lead. Boş bir tuvalde uğraşmadan — bağla ve workflow'larında kullan.
Aşağıdaki her eylem, bir AI ajanının da çağırabileceği bir araçtır — aynı pack hem iş akışlarınızı hem ajanlarınızı çalıştırır.
Tetikleyiciler 1
Close üzerinde bir iş akışını başlatabilen olaylar.
New or updated Close leads (polled)
Polls GET /api/v1/lead/ ordered by date_updated using _skip/_limit offset pagination.
Eylemler 102
Zervanor'un Close üzerinde yapabilecekleri.
Activity28
List Activities
List all activities across types (GET /activity/). Offset pagination; results under data[].
List Calls
List call activities (GET /activity/call/).
Log Call
Log a call activity (POST /activity/call/).
Get Call
Get a call activity by id (GET /activity/call/{id}/).
Update Call
Update a call activity (PUT /activity/call/{id}/).
Delete Call
Delete a call activity (DELETE /activity/call/{id}/).
List Emails
List email activities (GET /activity/email/).
Create Email
Create or send an email activity (POST /activity/email/). Set status=draft to save, status=outbox to send.
Get Email
Get an email activity by id (GET /activity/email/{id}/).
Update Email
Update an email activity (PUT /activity/email/{id}/).
Delete Email
Delete an email activity (DELETE /activity/email/{id}/).
List Email Threads
List email threads (GET /activity/emailthread/).
Get Email Thread
Get an email thread by id (GET /activity/emailthread/{id}/).
List Notes
List note activities (GET /activity/note/).
Create Note
Create a note activity (POST /activity/note/).
Get Note
Get a note activity by id (GET /activity/note/{id}/).
Update Note
Update a note activity (PUT /activity/note/{id}/).
Delete Note
Delete a note activity (DELETE /activity/note/{id}/).
List SMS
List SMS activities (GET /activity/sms/).
Send SMS
Create or send an SMS activity (POST /activity/sms/). Set status=outbox to send.
Get SMS
Get an SMS activity by id (GET /activity/sms/{id}/).
Update SMS
Update an SMS activity (PUT /activity/sms/{id}/).
Delete SMS
Delete an SMS activity (DELETE /activity/sms/{id}/).
List Meetings
List meeting activities (GET /activity/meeting/). Read-only (meetings are system-generated).
Get Meeting
Get a meeting activity by id (GET /activity/meeting/{id}/).
List Task-Completed Activities
List task-completed activities (GET /activity/task_completed/). Read-only.
List Lead Status-Change Activities
List lead status-change activities (GET /activity/lead_status_change/). Read-only.
List Opportunity Status-Change Activities
List opportunity status-change activities (GET /activity/opportunity_status_change/). Read-only.
Custom Field9
List Lead Custom Fields
List lead custom-field definitions (GET /custom_field/lead/).
Create Lead Custom Field
Create a lead custom-field definition (POST /custom_field/lead/).
Get Lead Custom Field
Get a lead custom-field definition (GET /custom_field/lead/{id}/).
Update Lead Custom Field
Update a lead custom-field definition (PUT /custom_field/lead/{id}/).
Delete Lead Custom Field
Delete a lead custom-field definition (DELETE /custom_field/lead/{id}/).
List Contact Custom Fields
List contact custom-field definitions (GET /custom_field/contact/).
List Opportunity Custom Fields
List opportunity custom-field definitions (GET /custom_field/opportunity/).
List Activity Custom Fields
List activity custom-field definitions (GET /custom_field/activity/).
List Shared Custom Fields
List shared custom-field definitions (GET /custom_field/shared/).
Lead6
Create Lead
Create a lead (POST /lead/). A lead can be created with just a name; contacts, status, and custom fields are optional.
List Leads
List / search leads (GET /lead/). Offset pagination; results under data[]. Order by date_updated for polling.
Get Lead
Get a lead by id (GET /lead/{id}/).
Update Lead
Update a lead (PUT /lead/{id}/).
Delete Lead
Delete a lead (DELETE /lead/{id}/).
Merge Leads
Merge one lead into another (POST /lead/merge/). The source lead's data is merged into the destination.
Task6
List Tasks
List tasks (GET /task/). Offset pagination.
Create Task
Create a task (POST /task/).
Get Task
Get a task by id (GET /task/{id}/).
Update Task
Update a task (PUT /task/{id}/) — e.g. mark complete.
Delete Task
Delete a task (DELETE /task/{id}/).
Bulk Update Tasks
Bulk-update tasks matching query filters (PUT /task/). Filters are query params; the update body applies to all matches.
Contact5
Create Contact
Create a contact on a lead (POST /contact/).
List Contacts
List contacts (GET /contact/). Offset pagination.
Get Contact
Get a contact by id (GET /contact/{id}/).
Update Contact
Update a contact (PUT /contact/{id}/).
Delete Contact
Delete a contact (DELETE /contact/{id}/).
Opportunity5
Create Opportunity
Create an opportunity on a lead (POST /opportunity/).
List Opportunities
List opportunities (GET /opportunity/). Offset pagination.
Get Opportunity
Get an opportunity by id (GET /opportunity/{id}/).
Update Opportunity
Update an opportunity (PUT /opportunity/{id}/).
Delete Opportunity
Delete an opportunity (DELETE /opportunity/{id}/).
Saved Search5
List Smart Views
List smart views / saved searches (GET /saved_search/).
Create Smart View
Create a smart view / saved search (POST /saved_search/).
Get Smart View
Get a smart view by id (GET /saved_search/{id}/).
Update Smart View
Update a smart view (PUT /saved_search/{id}/).
Delete Smart View
Delete a smart view (DELETE /saved_search/{id}/).
Webhook5
List Webhook Subscriptions
List webhook subscriptions (GET /webhook/).
Create Webhook Subscription
Create a webhook subscription (POST /webhook/). The response includes a signature_key shown only once.
Get Webhook Subscription
Get a webhook subscription by id (GET /webhook/{id}/).
Update Webhook Subscription
Update a webhook subscription (PUT /webhook/{id}/) — e.g. pause or activate.
Delete Webhook Subscription
Delete a webhook subscription (DELETE /webhook/{id}/).
Sequence Subscription4
List Sequence Subscriptions
List sequence subscriptions (GET /sequence_subscription/).
Subscribe To Sequence
Subscribe a contact to a sequence (POST /sequence_subscription/).
Get Sequence Subscription
Get a sequence subscription by id (GET /sequence_subscription/{id}/).
Update Sequence Subscription
Pause, resume, or update a sequence subscription (PUT /sequence_subscription/{id}/).
Status4
List Lead Statuses
List lead statuses (GET /status/lead/).
Create Lead Status
Create a lead status (POST /status/lead/).
List Opportunity Statuses
List opportunity statuses (GET /status/opportunity/).
Create Opportunity Status
Create an opportunity status (POST /status/opportunity/).
Email Template3
List Email Templates
List email templates (GET /email_template/).
Create Email Template
Create an email template (POST /email_template/).
Get Email Template
Get an email template by id (GET /email_template/{id}/).
Sequence3
List Sequences
List sequences (GET /sequence/).
Create Sequence
Create a sequence (POST /sequence/).
Get Sequence
Get a sequence by id (GET /sequence/{id}/).
Comment2
List Comments
List comments (GET /comment/).
Create Comment
Create a comment (POST /comment/).
Connected Account2
List Connected Accounts
List connected email/calendar accounts (GET /connected_account/).
Get Connected Account
Get a connected account by id (GET /connected_account/{id}/).
Custom Field Set2
List Custom Field Sets
List custom-field sets (GET /custom_field_set/).
Create Custom Field Set
Create a custom-field set (POST /custom_field_set/).
Export2
Create Lead Export
Start a bulk lead export (POST /export/lead/). Async — returns an export id; poll get_export for the result.
Get Export
Get the status/result of a bulk export (GET /export/{id}/).
Pipeline2
List Pipelines
List pipelines (GET /pipeline/).
Get Pipeline
Get a pipeline by id (GET /pipeline/{id}/).
User2
List Users
List users in the organization (GET /user/).
Get User
Get a user by id (GET /user/{id}/).
Custom Activity1
List Custom Activities
List custom-activity instances (GET /custom_activity/).
Custom Activity Type1
List Custom Activity Types
List custom-activity type definitions (GET /custom_activity_type/).
Custom Object Type1
List Custom Object Types
List custom object types (GET /custom_object_type/).
Data1
Advanced Search
Run an advanced structured query across objects (POST /data/search/). Cursor pagination.
Group1
List Groups
List groups (GET /group/).
Me1
Get Me
Get the current (authenticated) user and organization memberships (GET /me/). Identity + connectivity probe.
Role1
List Roles
List roles (GET /role/).
Aramanızla eşleşen bir şey yok.
Close kullanan Çözüm Şablonları
Close ile kendi otomasyonunu görsel tasarımcıda kur.
Sıkça sorulan sorular
Close ile neler otomatikleştirebilirim?
102 aksiyon var — örneğin: Get Me, Create Lead, List Leads, Get Lead, Update Lead ve daha fazlası.
Hangi Close olayları bir workflow başlatabilir?
1 tetikleyici — örneğin: New or updated Close leads (polled).
Close bir AI agent aracı olarak kullanılabilir mi?
Evet. Close'ın her aksiyonu otomatik olarak bir AI agent aracına dönüşür — aynı pack hem workflow'larını hem agent'larını besler.
Close entegrasyonu nasıl modellenir?
Close sürümlü bir connector pack olarak modellenir; muhakeme gerektiren adımlar workflow'larla aynı runtime'da barınan first-party agent'lara düşer.