Integrate the Close API with the Filter API

Setup the Close API trigger to run a workflow which integrates with the Filter API. Pipedream's integration platform allows you to integrate Close and Filter remarkably fast. Free for developers.

Popular Ways to Connect Close with Filter#

Continue execution if a condition Is met with Filter API on New Custom Event from Close API

Close + Filter

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Continue execution if a condition Is met with Filter API on New Lead from Close API

Close + Filter

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Continue execution if a condition Is met with Filter API on New Lead Status Change from Close API

Close + Filter

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Continue execution if a condition Is met with Filter API on New Opportunity from Close API

Close + Filter

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End execution if a condition is met with Filter API on New Custom Event from Close API

Close + Filter

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Popular Close and Filter Triggers#

New Custom Event from the Close API

Emit new event when configured type of events triggered, See all possibilities

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New Lead from the Close API

Emit new event when a new Lead is created

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New Lead Status Change from the Close API

Emit new event when a Lead status is changed

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New Opportunity from the Close API

Emit new event when a new Opportunity is created

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Popular Close and Filter Actions#

Create Lead with the Close API

Creates a lead, See the docs

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Continue execution if a condition Is met with the Filter API

Continue workflow execution only if a condition is met

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Custom Action with the Close API

Makes an aribitrary call to Close API, See for all options.

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End execution if a condition is met with the Filter API

End workflow execution if a condition is met

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Search Leads with the Close API

Searching leads with a given field and word, See the docs

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Overview of Close#

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Connect Close#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    close: {
      type: "app",
      app: "close",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.close.com/api/v1/me/`,
      auth: {
        username: `${this.close.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

Overview of Filter#

The Filter API in Pipedream allows for real-time data processing within workflows. It's designed to evaluate data against predefined conditions, enabling workflows to branch or perform specific actions based on those conditions. This API is instrumental in creating efficient, targeted automations that respond dynamically to diverse datasets. Using the Filter API, you can refine streams of data, ensuring that subsequent steps in your Pipedream workflow only execute when the data meets your specified criteria. This cuts down on unnecessary processing and facilitates the creation of more intelligent, context-aware systems.

Connect Filter#

export default defineComponent({
  async run({ steps, $ }) {
    let condition = false
    if (condition == false) {
      $.flow.exit("Ending workflow early because the condition is false")
    } else {
        $.export("$summary", "Continuing workflow, since condition for ending was not met.")
    }
  },
})