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81 actions · 2 auth methods

PreviewCRM

Authentication

OAuth 2.0

Requires registering an OAuth app in Close. All OAuth apps receive full read/write access with automatic token refresh.Guides: Connector Profile, Link Account

API Key

No app registration required. API key inherits the permissions of the user who created it.Guides: Connector Profile, Link Account

Actions

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

Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.

2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.

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Connector Profile

Close - OAuth 2.0

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Connector Profile

Close - API Key

3

Link an Account

Connect an account using StackOne Hub or Auth Link.

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Link Account

Close - OAuth 2.0

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Link Account

Close - API Key

4

Use Actions

Invoke actions using one of the methods below:

MCP – Model Context Protocol for AI assistants
A2A – Agent-to-Agent protocol
AI Toolset (TypeScript) – TypeScript SDK for AI agents
AI Toolset (Python) – Python SDK for AI agents
Actions RPC – Direct API calls
Playground – Test actions in the dashboard

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