Close

Learn how to use Close with Composio

Overview

Enum

CLOSE

Description

Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.

Authentication Details

api_key
stringRequired
base64_encoded_api_key
stringRequired
client_id
stringRequired
client_secret
stringRequired
oauth_redirect_uri
stringDefaults to https://backend.composio.dev/api/v1/auth-apps/add
scopes
string

Actions

This 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.

Action Parameters

contact_id
string
date_scheduled
string
direction
string
lead_id
stringRequired
local_phone
stringRequired
remote_phone
stringRequired
send_in
integer
status
stringRequired
template_id
string
text
stringRequired

Action Response

data
object
error
successful
boolean

Creates 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.

Action Parameters

contact_id
string
direction
stringRequired
disposition
string
duration
integer
lead_id
stringRequired
note
string
phone
string
recording_url
string
user_id
string

Action Response

data
object
error
successful
boolean

This 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.

Action Parameters

addresses
array
contacts
array
description
string
name
stringRequired
status_id
string
url
string

Action Response

data
object
error
successful
boolean

This 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.

Action Parameters

assigned_to
string
date
stringRequired
is_complete
boolean
lead_id
stringRequired
text
stringRequired

Action Response

data
object
error
successful
boolean

This 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.

Action Parameters

call_id
stringRequired

Action Response

data
object
error
successful
boolean

This 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.

Action Parameters

date_created__gt
string
date_created__lt
string
lead_id
string
user_id
string

Action Response

data
array
error
has_more
boolean
successful
boolean