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Previewv1.1.0
81 actions · 14 events · 2 auth methods
CRM

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Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.
2

Configure the Connector

Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.

Connector Profile · OAuth 2.0

Requires registering an OAuth app in Close. All OAuth apps receive full read/write access with automatic token refresh.

Connector Profile · API Key

No app registration required. API key inherits the permissions of the user who created it.
Optionally, configure receiving Events for Close into StackOne.

Webhooks setup

3

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

Link Account · OAuth 2.0

Link Account · API Key

4

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

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Actions

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81 actions
Action
Description
List Activities
List or filter all activity types
List Notes
List or filter all note activities
Get Note
Get a single note activity by ID
Create Note
Create a note activity on a lead
Update Note
Update a note activity
Delete Note
Delete a note activity
List Calls
List or filter all call activities
Get Call
Get a single call activity by ID
Log Call
Log an external call activity on a lead
List Emails
List or filter all email activities
Get Email
Get a single email activity by ID
List SMS
List or filter all SMS activities
List Meetings
List or filter all meeting activities
Get Meeting
Get a single meeting activity by ID
List Contacts
List all contacts in your Close organization
Get Contact
Retrieve a single contact by ID
Create Contact
Create a new contact on a lead
Update Contact
Update an existing contact
Delete Contact
Delete a contact by ID
List Lead Custom Fields
List all custom fields defined for leads
Get Lead Custom Field
Retrieve a single lead custom field by ID
Create Lead Custom Field
Create a new custom field for leads
Update Lead Custom Field
Update a lead custom field
Delete Lead Custom Field
Delete a lead custom field
List Contact Custom Fields
List all custom fields defined for contacts
Get Contact Custom Field
Retrieve a single contact custom field by ID
List Opportunity Custom Fields
List all custom fields defined for opportunities
Get Opportunity Custom Field
Retrieve a single opportunity custom field by ID
List Groups
List all groups in your organization
Get Group
Retrieve a single group by ID
Create Group
Create a new group
Update Group
Update an existing group
Delete Group
Delete a group
List Leads
List all leads in your Close organization
Get Lead
Retrieve a single lead by ID
Create Lead
Create a new lead
Update Lead
Update an existing lead
Delete Lead
Delete a lead by ID
Merge Leads
Merge two leads into one
List Opportunities
List or filter opportunities
Get Opportunity
Retrieve a single opportunity by ID
Create Opportunity
Create a new opportunity on a lead
Update Opportunity
Update an existing opportunity
Delete Opportunity
Delete an opportunity by ID
List Pipelines
List all pipelines in your organization
Create Pipeline
Create a new pipeline
Update Pipeline
Update an existing pipeline
Delete Pipeline
Delete a pipeline
List Roles
List all roles in your organization
Get Role
Retrieve a single role by ID
Create Role
Create a new role
Update Role
Update an existing role
Delete Role
Delete a role
List Sequences
List all sequences (workflows)
Get Sequence
Retrieve a single sequence by ID
List Sequence Subscriptions
List subscriptions for a sequence
Get Sequence Subscription
Retrieve a single sequence subscription by ID
Subscribe Contact To Sequence
Subscribe a contact to a sequence
Update Sequence Subscription
Update a sequence subscription (pause/resume)
List Smart Views
List all smart views in your organization
Get Smart View
Retrieve a single smart view by ID
Create Smart View
Create a new smart view
Update Smart View
Update an existing smart view
Delete Smart View
Delete a smart view
List Lead Statuses
List all lead statuses in your organization
Create Lead Status
Create a new lead status
Update Lead Status
Rename a lead status
Delete Lead Status
Delete a lead status
List Opportunity Statuses
List all opportunity statuses in your organization
Create Opportunity Status
Create a new opportunity status
Update Opportunity Status
Rename an opportunity status
Delete Opportunity Status
Delete an opportunity status
List Tasks
List or filter tasks
Get Task
Retrieve a single task by ID
Create Task
Create a new task on a lead
Update Task
Update an existing task
Delete Task
Delete a task by ID
Get Current User
Fetch information about the authenticated user
List Users
List all users in your organization
Get User
Retrieve a single user by ID
List User Availabilities
List user availability statuses

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Events

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14 events
Event
Description
Tags
Reject Unsigned Webhook
Rejects inbound Close webhook requests missing the close-sig-hash / close-sig-timestamp signature headers.
Lead Event
Processes Close lead webhook events (created, updated, deleted, merged).
Lead
Contact Event
Processes Close contact webhook events (created, updated, deleted).
Contact
Opportunity Event
Processes Close opportunity webhook events (created, updated, deleted).
Opportunity
Call Activity Event
Processes Close call activity webhook events (created, completed).
Call
Email Activity Event
Processes Close email activity webhook events (created, sent).
Email
SMS Activity Event
Processes Close SMS activity webhook events (created, sent).
SMS
Note Activity Event
Processes Close note activity webhook events (created, updated).
Note
Meeting Activity Event
Processes Close meeting activity webhook events (scheduled, completed).
Meeting
Lead Status Change Event
Processes Close lead status change activity webhook events.
Lead
Opportunity Status Change Event
Processes Close opportunity status change activity webhook events.
Opportunity
Task Event
Processes Close lead task webhook events (created, completed).
Task
Sequence Subscription Event
Processes Close sequence subscription webhook events (created, updated).
Sequence
Membership Event
Processes Close organization membership webhook events (activated, deactivated).
Membership