Connect Close and Tovuti LMS

Both apps 149Close 58Tovuti LMS 91

• Trigger
  New Contact in Contact Smart View

  Triggers when a new contact appears in the selected contact Smart View.

• Trigger
  New Lead in Smart View

  Triggers when a new lead appears in the selected Close lead Smart View, newest leads first.

• Trigger
  New Note

  Triggers when a new note is added to a lead in Close.

• Action
  Add Address to Lead

  Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead.

• Action
  Add User

  Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership.

• Action
  Create Bulk Action

  Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status.

• Action
  Create Bulk Email

  Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status.

• Action
  Create Bulk Workflow Subscription Action

  Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status.

• Action
  Create Call

  Logs a call made outside Close's built-in calling as a Call activity on a lead, with optional direction, duration, note, recording and outcome.

• Action
  Create Call Task

  Creates an outgoing call task in Close that reminds a user to call a specific contact on a lead.

• Action
  Create Contact

  Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields.

• Action
  Create Custom Activity

  Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity.

• Action
  Create Email

  Creates an email activity on a Close lead: logs a received or sent email, saves a draft, schedules an email, or sends one immediately.

• Action
  Create Export

  Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done.

• Action
  Create Lead

  Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values.

• Action
  Create Lead Smart View

  Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View.

• Action
  Create Note

  Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments.

• Action
  Create Opportunity

  Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields.

• Action
  Create SMS

  Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers.

• Action
  Create Task

  Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date.

• Action
  Create WhatsApp Message

  Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments.

• Action
  Delete Email

  Deletes an email activity from Close.

• Action
  Delete Email Address From Contact

  Removes one email address from a Close contact, keeping the contact's other email addresses.

• Action
  Delete Logged Call

  Deletes a logged Call activity from Close.

• Action
  Export Activity Report to CSV

  Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text.

• Action
  Find Call

  Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify.

• Action
  Find Connected Account

  Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts.

• Action
  Find Contacts

  Returns up to 200 Close contacts whose name, email, phone or other text fields match the search text, including each contact's custom field values.

• Action
  Find Custom Activity

  Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify.

• Action
  Find Custom Objects

  Returns the custom object records attached to a lead, optionally limited to one custom object type.

• Action
  Find Group

  Returns the Close groups whose name matches the name you supply, along with the first match.

• Action
  Find Lead

  Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text.

• Action
  Find Meetings

  Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply.

• Action
  Find Note

  Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify.

• Action
  Find Number of Leads in Smart View

  Returns the number of leads that currently match a lead Smart View in Close.

• Action
  Find Opportunities

  Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges.

• Action
  Find Task

  Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date.

• Action
  Find User

  Finds users in your Close organization by email address and/or name, returning the matching users.

• Action
  Find WhatsApp Messages

  Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify.

• Action
  Find Workflow Subscription

  Returns the workflow (sequence) subscriptions for a workflow, contact or lead.

• Action
  Merge Two Leads

  Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed.

• Action
  Resubscribe Email

  Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again.

• Action
  Run Activity Overview Report

  Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range.

• Action
  Run Opportunity Funnel Report

  Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user.

• Action
  Run Opportunity Report

  Returns Close's opportunity status change report: how many opportunities were in, entered and left each status over a period, plus the transitions between statuses.

• Action
  Run Sent Email Report

  Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user.

• Action
  Run Status Change Report

  Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses.

• Action
  Select Random User

  Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment.

• Action
  Toggle Forwarding on Phone Number

  Turns call forwarding on or off for a Close phone number, optionally setting the number calls forward to and other phone number settings. Returns the updated phone number.

• Action
  Unsubscribe Email

  Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere.

• Action
  Update Call

  Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values.

• Action
  Update Custom Activity

  Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values.

• Action
  Update Lead

  Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values.

• Action
  Update Lead Smart View

  Renames a lead Smart View in Close or replaces the filter that decides which leads it lists.

• Action
  Update Note

  Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed.

• Action
  Update Opportunity

  Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields.

• Action
  Update Workflow Subscription

  Pauses or resumes a contact's workflow (sequence) subscription in Close by changing its status.

• Trigger
  List Assignments

  Triggers when a new assignment is added in Tovuti, optionally limited to assignments matching the filters you set.

• Trigger
  List Awards

  Triggers when a new award (badge, milestone, or certificate) is added in Tovuti.

• Trigger
  List Awards Earned

  Triggers when a user earns an award, such as a badge, certificate or milestone, and returns the earned award with the user who received it.

• Trigger
  List Checklists

  Triggers when a new checklist is created in Tovuti, returning its title, due date, access settings and items.

• Trigger
  List Course Categories

  Triggers when a new course category appears in Tovuti, optionally limited to specific categories or titles.

• Trigger
  List Course Progresses

  Triggers when a learner gets a new course progress record, returning the learner, course, score, status and key dates.

• Trigger
  List Course Progresses (Alt)

  Triggers when a new course progress record appears for a user, with the user's name and the course title included.

• Trigger
  List Courses

  Triggers when a course appears in Tovuti LMS, returning the course with its category, pricing, access settings and custom fields.

• Trigger
  List Event Registrations

  Triggers when a new event registration is created, returning the registrant, event, payment and check-in details.

• Trigger
  List Events

  Triggers when a new event is added in Tovuti, returning the event's schedule, registration settings, counts and custom field values.

• Trigger
  List Lessons

  Triggers when a new lesson is added to Tovuti, with optional filters by course, title, language, teacher, publish status and dates.

• Trigger
  List Media Categories

  Triggers when a new media category is created in Tovuti.

• Trigger
  List Media Items

  Triggers when a new media item is added to your Tovuti media library, optionally limited by title, publish status or creation date.

• Trigger
  List Meetings

  Triggers when a new meeting is added in Tovuti, optionally limited by name, type, or meeting and creation dates.

• Trigger
  List Object Types

  Triggers when a new object type is added in Tovuti, returning its id, title and enabled status.

• Trigger
  List Profile Fields

  Triggers when a new custom profile field is added to your Tovuti account, returning the field's type, name, visibility and settings.

• Trigger
  List Quiz Results

  Triggers when a new quiz or assessment result is recorded, returning the learner, the score and whether they passed.

• Trigger
  List Quizzes

  Triggers when a new quiz is added in Tovuti, returning the quiz's details.

• Trigger
  List Subscriptions

  Triggers when a new subscription plan is added in Tovuti, returning the plan's title, pricing and availability.

• Trigger
  List Teams

  Triggers when a new team is created in Tovuti, optionally limited to specific teams, a title or a member type.

• Trigger
  List User Checklist Progress

  Triggers when a user's progress on a checklist item is recorded or changes, such as when an item is assigned or completed.

• Trigger
  List User Groups

  Triggers when a new user group is added in Tovuti, returning its title, parent group and member users.

• Action
  Create Assignment

  Creates an assignment that assigns or recommends courses or learning paths to users or user groups, and returns the new assignment.

• Action
  Create Award

  Creates a badge, certificate or milestone award in Tovuti and returns the new award.

• Action
  Create Checklist

  Creates a checklist in Tovuti with its due date, access restrictions and checklist items, and returns the new checklist.

• Action
  Create Course

  Creates a new course in Tovuti LMS and returns the created course.

• Action
  Create Course Category

  Creates a course category in Tovuti, optionally nested under a parent category and limited to chosen viewers. Returns the new category.

• Action
  Create Course Progress

  Creates a course progress record that tracks a user's progress through a course.

• Action
  Create Event

  Creates an event in Tovuti LMS and returns the new event, including its id, dates and registration settings.

• Action
  Create Lesson

  Creates a lesson in Tovuti, optionally placing it in a course and assigning its teachers, and returns the new lesson.

• Action
  Create Media Category

  Creates a media category in Tovuti, with its title, publishing status and who can access it.

• Action
  Create Media Item

  Creates a media item (video, audio, PDF or link) in the Tovuti media library, optionally uploading its file and images.

• Action
  Create Meeting

  Creates a meeting in Tovuti LMS and returns the new meeting, including its join link details and access settings.

• Action
  Create Object

  Creates an object of a chosen object type in Tovuti, such as an organization, with its title, description, image and custom field values.

• Action
  Create Object Type

  Creates an object type in Tovuti LMS and returns the new object type.

• Action
  Create Quiz

  Creates a quiz or survey in Tovuti, optionally with its questions and assigned to a course or lesson. Returns the new quiz.

• Action
  Create Subscription

  Creates a subscription plan in Tovuti LMS with its title, pricing, billing period and availability, and returns the new plan.

• Action
  Create Team

  Creates a user team in Tovuti LMS, with its members, team leads and what those leads are allowed to manage. Returns the new team.

• Action
  Create User

  Creates a new user in Tovuti LMS, with optional user groups, teams, course enrollments, objects and profile fields, and returns the new user.

• Action
  Create User Group

  Creates a user group under a parent group in Tovuti, optionally adding users to it, and returns the new group.

• Action
  Event Registration

  Registers one or more existing users for a free event as individuals, optionally checking them in at the same time.

• Action
  Find Assignment

  Returns one assignment by its id, including its courses or learning paths, assigned users and groups, and dates.

• Action
  Find Assignments

  Returns the assignments that match the title, ids, dates, users, groups or teams you specify. Leave every filter blank to return all assignments.

• Action
  Find Award

  Returns one award, such as a badge, certificate, or milestone, by its ID, including its expiration settings, requirements, and recipients.

• Action
  Find Award Earned

  Returns the first award a user has earned that matches the given title, type or modified-date criteria, including when it was earned and when it expires.

• Action
  Find Awards

  Returns the awards that match the title, type, ids, or date filters you specify.

• Action
  Find Awards Earned

  Returns the awards users have earned across the account, matched by user, award title or type, group, team, or last-modified date.

• Action
  Find Checklist

  Returns a single checklist by its ID, including its items, access settings and due date details.

• Action
  Find Checklists

  Returns the checklists that match the title, ids, due dates, created dates or last-modified dates you specify.

• Action
  Find Course

  Returns a single course by its id, including its category, pricing, access settings and custom fields.

• Action
  Find Course Categories

  Returns the course categories that match a title, a set of category ids, or a last-modified date range.

• Action
  Find Course Category

  Returns a single course category by its ID, including its title, slug, parent category and visibility settings.

• Action
  Find Course Progress

  Returns one course progress record by its id, including the learner, the course, completed lessons, score, progress and status.

• Action
  Find Course Progress (Alt)

  Returns a user's course progress records, optionally narrowed to one course or lesson.

• Action
  Find Course Progresses

  Returns the course progress records that match the learner, course, lesson and date criteria you supply.

• Action
  Find Course Progresses (Alt)

  Returns course progress records across users, filtered by course title, user name, users, groups, teams, archived state, or started, last activity and completed dates.

• Action
  Find Courses

  Returns the courses that match the title, ids, categories, publication status or dates you specify.

• Action
  Find Event

  Returns one event by its id, including its schedule, registration counts and custom field values.

• Action
  Find Event Registration

  Returns the first event registration that matches the event, user, group, team, name or date criteria you specify.

• Action
  Find Event Registrations

  Returns the event registrations that match the search criteria, such as user name, event title, or user, group, team and event ids.

• Action
  Find Events

  Returns the events that match the criteria you supply, such as title, event ids, languages, or start, end, registration and modified dates.

• Action
  Find Lesson

  Returns one lesson by its id, including its course, teachers, activities and publish status.

• Action
  Find Lessons

  Returns the lessons that match the criteria you supply, such as title, course, teacher, language, publish status or date ranges.

• Action
  Find Media Categories

  Returns the media categories that match a title, a set of ids or a published status.

• Action
  Find Media Category

  Returns one media category by its id, including its title, parent category, published status and access settings.

• Action
  Find Media Item

  Returns one media item, such as a video, audio file, PDF or link, by its id.

• Action
  Find Media Items

  Returns the media items that match the title, ids, published status or creation dates you specify.

• Action
  Find Meeting

  Returns a single meeting by its numeric id, including its schedule, hosts, access settings and attendees.

• Action
  Find Meetings

  Returns the meetings that match the name, type, ids or date ranges you specify.

• Action
  Find Object

  Returns one object by its id, including its title, type, description and custom field values.

• Action
  Find Object Type

  Returns one object type by its id, including its title and whether it is enabled.

• Action
  Find Object Types

  Returns the object types that match a title, a list of ids or a last-modified date range.

• Action
  Find Profile Field

  Returns one custom user profile field definition, including its type, options and form settings.

• Action
  Find Profile Fields

  Returns the custom profile fields defined on user profiles in Tovuti that match the name, type, visibility, ids or modification dates you specify.

• Action
  Find Quiz

  Returns a quiz by its ID, including its settings, messages, questions, answer choices, and the course and lesson it belongs to.

• Action
  Find Quiz Result

  Returns one quiz or assessment result by its ID, including the score, pass status and the learner's answer to each question.

• Action
  Find Quiz Results

  Returns quiz and assessment results that match the criteria you give, such as the assessment, user, group, team, lesson, course or submission date. Each result is a summary with the score and pass status.

• Action
  Find Quizzes

  Returns the quizzes that match the title, course, lesson, status or last-modified date you specify.

• Action
  Find Subscription

  Returns one subscription plan by its ID, including its title, pricing, length, availability and user groups.

• Action
  Find Subscriptions

  Returns the subscription plans that match a title, a list of ids, or a last-modified date range.

• Action
  Find Survey Responses

  Returns the survey responses that match the survey, user, lesson, event, question or date criteria you specify.

• Action
  Find Team

  Returns one user team by its ID, including its members, team leads and what the leads are allowed to manage.

• Action
  Find Teams

  Returns user teams that match the title, team ids, member type, or created and modified dates you specify.

• Action
  Find User

  Returns one user by id, including their groups, teams, course enrollments, objects and custom profile field values.

• Action
  Find User Checklist Progress

  Returns learners' progress on their assigned checklist items, filtered by user, group, team, or assigned, created and modified dates.

• Action
  Find User Group

  Returns one user group by its id, including its name, parent group and the users in it.

• Action
  Find User Groups

  Returns the user groups that match the title, group, user, parent, hierarchy range or modified date you specify.

• Action
  Send Welcome Email

  Sends the welcome email to one or more users. Each user receives a new system-generated password in the email.

• Action
  Subscribe

  Subscribes one or more existing users to a subscription plan. For a paid plan, subscribes a single user and records the payment they made outside Tovuti.

• Action
  Unsubscribe

  Removes one or more users from a free subscription plan.

• Action
  Update User

  Updates an existing user's profile, password, status, group and team memberships, course enrollments, associated objects and custom profile fields. Returns the updated user.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.