Calendly and Close

Calendly

Triggers

• New eventRuns when a new event is scheduled in Calendly. The booking is the event itself: its name, start_time, status, and who booked it (invitee_name and invitee_email), and in beta their answers to the booking questions (answers_text).

Actions

• Get user profileFetch the connected Calendly user's profile, including their name, email, and account link.
• List event typesList the available Calendly event types for the connected user.
• Create a scheduling linkGenerate a scheduling link for a specific Calendly event type with optional invitee details.
• List scheduled eventsList up to 100 of the connected Calendly user's scheduled events, the latest-starting first.
• Cancel a scheduled eventCancel a scheduled Calendly event by its ID, with an optional reason.
• Get a scheduled eventLook up one scheduled event: when it starts and ends, where it is (including the video link), how many people booked it, and why it was cancelled if it was.

Close

Actions

• List leadsList the leads in your Close organization, or search them by text. Leave the search empty to page through everything newest first.
• Get leadRead one lead by id, with its contacts, opportunities and addresses.
• Create leadCreate a lead - a company or person you are selling to - and optionally its first contact and address in the same step.
• Find or create a leadFind the lead whose contact has this exact email address, or create one with that contact, in one step. Returns the lead, whether it was just created, and the owner of its first deal.
• Update leadChange a lead's name, description, website or status. Fields left empty keep the value they already had.
• Delete leadDelete a lead and everything on it - its contacts, opportunities, tasks and activity history. This is permanent.