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#

With the Close API, you can build a number of applications and integrations
that can automate your sales process and make your life easier. Here are some
examples:

An integration that automatically updates your CRM with information from
Close
A custom sales dashboard that displays your team's sales pipeline and
performance
A lead capture form thatcollects information from potential customers and
adds them to your Close account
An automated email campaign that sends follow-up emails to your customers
after they purchase a product from you

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 is a great way to build powerful workflows that can manipulate
and transform data. Here are some examples of what you can build using the
Filter API:

A workflow that transforms data from one format to another
A workflow that filters out data that does not meet certain criteria
A workflow that sorts data in a specific order
A workflow that calculates statistics or aggregates data
A workflow that combines data from multiple sources

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.")
    }
  },
})