On Close lead exited Smart View

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

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

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

export default automation("On lead exited Close Smart View", () => {
  const event = close.onLeadExitedSmartView({
    smartViewId: "save_abc123",
  })
  // Stop work for the Close lead leaving 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 }. The ID-only payload remains usable when the lead exited because it was deleted or became inaccessible. 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.

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On Close lead exited Smart View