Close

automations/qualify-close-leads.automation.ts

import { automation } from "automate.ax"
import { close } from "automate.ax/close"

export default automation("Qualify Close leads", () => {
  const lead = close.onLeadCreated()
  close.createTask({
    type: "lead",
    leadId: lead.data.id,
    text: "Qualify this lead",
  })
})

Connect Close with OAuth or a Close API key. OAuth requests all.full_access and offline_access; API keys are scoped by Close to one user and organization. You can select a named binding with the optional second argument { account } on actions or the account trigger option. List actions use offset pagination: limit defaults to 100 and skip defaults to 0. Close dates become JavaScript Date values, provider keys use public TypeScript field names, and custom fields appear under customFields using their cf_... IDs. Close Smart View definition triggers use provider webhooks. Lead entry and exit triggers maintain a durable per-account membership baseline because Close does not emit native membership events. They support structured lead Smart Views with up to 10,000 results and emit only changes observed after the initial baseline.

Exports

import { close, closeAccount, getCloseApi } from "automate.ax/close"

close contains the packaged Close actions and triggers.
closeAccount("name") selects a named Close connection.
getCloseApi creates the authenticated Close API helper for a custom account-backed action.

Built-in triggers

Built-in actions

Runtime utilities

Integrations

Exports

Triggers

Actions

​Exports

​Triggers

​Actions

Exports

Triggers

Actions