Connect Docketwise to Close and automate any workflow

Triggers when a new incoming Email is created or an outgoing Email is sent.

Triggers when a new item is created in your Inbox, Done, or Future folder

Triggers when a Meeting is scheduled, started, completed, canceled, or declined.

Triggers when a new event is created.

Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

Triggers when a contact is subscribed to a workflow, when a workflow subscription is paused, resumed, finished, has reached its goal, or has encountered an error.

Triggers when a new task is created or completed.

Adds an address to a lead.

Delete an email on a lead.

Exports an activity overview or an activity comparison report to a CSV file.

Runs an activity overview report for your organization.

Creates a new bulk email.

Creates a new call.

Creates a new Custom Activity.

Creates a new email.

Adds a new user to your Close organization.

Creates a new note.

Runs an Opportunity Funnel report for your organization.

Creates a new opportunity.

Subscribes a contact to a Workflow.

Creates a new SMS.

Creates a new Task.

Turn on and off call forwarding for a specific number.

Updates an existing Contact.

Updates an existing Custom Object.

Updates an existing Note.

Updates an existing Workflow Subscription.

Updates an existing Task.

Find an existing call.

Find existing Contacts.

Find an existing Custom Objects.

Find an existing lead.

Find an existing note.

Find an existing workflow subscription.

Find an existing Close user.

Find or Create Custom Activity

Find or Create Custom Object

Find or Create Note

Find or Create Task

Triggers when a new Export is created or completed.

Triggers when a new lead is created.

Triggers when a new membership is added to or removed from your Close organization.

Triggers when a new Note is created.

Triggers when a new opportunity is added.

Triggers when a new inbound SMS is created or an outbound SMS is sent.

Delete logged call.

Deletes a single email address from an existing contact.

Merges one lead into another lead.

Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".

Creates a new bulk workflow subscription action.

Creates a new Contact.

Creates a new Custom Object.

Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.

Creates a New Lead

Find the total number of leads in a given Smart View.

Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.

Runs a sent email report for your organization.

Creates a new Lead Smart View.

Runs a status change report for your organization.

Select a random user from your organization.

Updates an existing Call.

Updates an exisiting Custom Activity.

Updates an existing Lead.

Updates an existing Opportunity.

Updates an existing Lead Smart View.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find a Connected Account you can use to send emails.

Finds an existing Custom Activity.

Find an existing Group.

Find existing Meetings.

Find an existing Opportunity.

Find an existing task.

Find or Create Contact

Find or Create Custom Object

Find or Create Lead

Find or Create Opportunity