On Close lead entered Smart View

close.onLeadEnteredSmartView runs once for each lead that appears between two completed observations of a Close Smart View.

automations/on-close-lead-entered-smart-view.automation.ts

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

export default automation("On lead entered Close Smart View", () => {
  const event = close.onLeadEnteredSmartView({
    smartViewId: "save_abc123",
  })
  // Start work for the Close lead entering the Smart View.
})

Provide a lead Smart View ID in smartViewId. Optional static account selects a named Close binding; the project binding is the default. Private and user-dependent views are evaluated with that exact connected Close user’s permissions. The initial observation establishes a baseline and does not emit existing leads. Later events return { leadId, smartViewId }. Automate.ax preserves the Smart View’s query, sort, and result limit, fully reads each result set, and advances the baseline only after a complete successful observation. Close does not provide native membership events. This trigger therefore observes differences between completed polls; a transient entry and exit entirely between polls cannot be observed. Close caps Advanced Filtering pagination at 10,000 results, so larger Smart Views fail rather than silently truncating. Legacy text-only and non-lead Smart Views are not supported.

Built-in triggers

Built-in actions

Runtime utilities

Integrations

On Close lead entered Smart View