Close node reference - all 163 operations, the credential it needs, and a worked example.
Close CRM REST API. 163 operations: leads, contacts, opportunities and tasks; note, call, email, SMS, WhatsApp, meeting and custom activities plus the created / status-change / form-submission / task-completion / lead-merge streams; Advanced Filtering search and Smart Views; sequence subscriptions; custom objects; comments; email and SMS templates; bulk email, bulk edit and bulk sequence subscribe; activity, funnel, sent-email and status reports; pipelines, statuses, custom field schemas, outcomes and forms; users, groups and organization; phone numbers and connected accounts; unsubscribes, AI field enrichment, the event log, and webhook subscriptions.
Credential: Close API key - see Credentials.
Close has no per-operation scope system. Its OpenAPI document declares exactly two security schemes - HTTP Basic (the API key as the username, empty password, which is what Pipory's credential holds) and an OAuth2 bearer - attaches NO scopes to either, and lists no per-operation security requirement anywhere across its 297 operations. The OAuth path does not change that: Close's token response returns the single coarse grant all.full_access offline_access, so an OAuth app either reaches the whole API or none of it. What DOES vary is who the key belongs to: Close scopes an API key to one user/organization pair, and every user carries exactly one role whose permission set decides what they may do - so a 403 means the creating user's role lacks the permission, or the record falls outside that role's lead visibility, never that a checkbox was left unticked on the key. Limit the blast radius by minting the key under a user with a restricted role at Settings > Roles & Permissions rather than an Admin.
| Operation | What it does |
|---|
createLead | Create lead |
updateLead | Update lead |
getLead | Get lead |
listLeads | List leads |
deleteLead | Delete lead |
mergeLeads | Merge two leads |
| Operation | What it does |
|---|
createContact | Create contact |
updateContact | Update contact |
getContact | Get contact |
listContacts | List contacts |
deleteContact | Delete contact |
| Operation | What it does |
|---|
createOpportunity | Create opportunity |
updateOpportunity | Update opportunity (move stage, mark won) |
getOpportunity | Get opportunity |
listOpportunities | List / filter opportunities |
deleteOpportunity | Delete opportunity |
| Operation | What it does |
|---|
createTask | Create task |
updateTask | Update / complete task |
getTask | Get task |
listTasks | List / filter tasks |
bulkUpdateTasks | Bulk-update tasks |
deleteTask | Delete task |
| Operation | What it does |
|---|
createNote | Create note |
updateNote | Update note |
getNote | Get note |
listNotes | List notes |
deleteNote | Delete note |
| Operation | What it does |
|---|
logCall | Log an external call |
updateCall | Update call (notes, outcome) |
getCall | Get call |
listCalls | List calls |
deleteCall | Delete call |
| Operation | What it does |
|---|
sendEmail | Send / draft / log an email |
updateEmail | Update an email draft |
getEmail | Get email |
listEmails | List emails |
deleteEmail | Delete email |
listEmailThreads | List email threads |
getEmailThread | Get email thread |
deleteEmailThread | Delete email thread |
| Operation | What it does |
|---|
sendSms | Send / draft / log an SMS |
updateSms | Update an SMS draft |
getSms | Get SMS |
listSms | List SMS |
deleteSms | Delete SMS |
| Operation | What it does |
|---|
createWhatsappMessage | Log a WhatsApp message |
updateWhatsappMessage | Update a WhatsApp message |
getWhatsappMessage | Get WhatsApp message |
listWhatsappMessages | List WhatsApp messages |
deleteWhatsappMessage | Delete WhatsApp message |
| Operation | What it does |
|---|
listMeetings | List / search meetings |
getMeeting | Get meeting |
updateMeeting | Update meeting (notes, outcome) |
deleteMeeting | Delete meeting |
| Operation | What it does |
|---|
createCustomActivity | Create custom activity |
updateCustomActivity | Update custom activity |
getCustomActivity | Get custom activity |
listCustomActivities | List custom activities |
deleteCustomActivity | Delete custom activity |
| Operation | What it does |
|---|
listActivities | List all activity types |
listCreatedActivities | List created activities |
listLeadStatusChanges | List lead status changes |
listOpportunityStatusChanges | List opportunity status changes |
listFormSubmissions | List form submissions |
getFormSubmission | Get form submission |
listTaskCompletions | List task completions |
listLeadMerges | List lead merges |
getLeadMerge | Get lead merge |
| Operation | What it does |
|---|
advancedSearch | Advanced search (filter leads / contacts) |
listSmartViews | List Smart Views |
createSmartView | Create Smart View |
getSmartView | Get Smart View |
updateSmartView | Update Smart View |
deleteSmartView | Delete Smart View |
| Operation | What it does |
|---|
subscribeToSequence | Subscribe a contact to a sequence |
listSequenceSubscriptions | List sequence subscriptions |
getSequenceSubscription | Get sequence subscription |
updateSequenceSubscription | Update subscription (pause / resume / finish) |
deleteSequenceSubscription | Delete sequence subscription |
listSequences | List sequences |
getSequence | Get sequence |
| Operation | What it does |
|---|
createCustomObject | Create custom object |
updateCustomObject | Update custom object |
getCustomObject | Get custom object |
listCustomObjects | List custom objects on a lead |
deleteCustomObject | Delete custom object |
| Operation | What it does |
|---|
createComment | Create comment |
updateComment | Update comment |
getComment | Get comment |
listComments | List comments |
deleteComment | Delete comment |
listCommentThreads | List comment threads |
getCommentThread | Get comment thread |
| Operation | What it does |
|---|
listEmailTemplates | List email templates |
getEmailTemplate | Get email template |
renderEmailTemplate | Render email template for a lead / contact |
createEmailTemplate | Create email template |
updateEmailTemplate | Update email template |
deleteEmailTemplate | Delete email template |
listSmsTemplates | List SMS templates |
getSmsTemplate | Get SMS template |
createSmsTemplate | Create SMS template |
updateSmsTemplate | Update SMS template |
deleteSmsTemplate | Delete SMS template |
| Operation | What it does |
|---|
createBulkEmail | Send a bulk email over a search |
listBulkEmails | List bulk emails |
getBulkEmail | Get bulk email |
createBulkEdit | Bulk-edit leads over a search |
listBulkEdits | List bulk edits |
getBulkEdit | Get bulk edit |
createBulkSequenceSubscription | Bulk sequence subscribe / pause |
listBulkSequenceSubscriptions | List bulk sequence subscriptions |
getBulkSequenceSubscription | Get bulk sequence subscription |
| Operation | What it does |
|---|
getActivityReport | Get activity report |
listActivityReportMetrics | List activity report metrics |
getFunnelStagesReport | Get opportunity funnel report (stages) |
getFunnelTotalsReport | Get opportunity funnel report (totals) |
getSentEmailsReport | Get sent emails report |
getLeadStatusReport | Get lead status change report |
getOpportunityStatusReport | Get opportunity status change report |
| Operation | What it does |
|---|
listPipelines | List pipelines |
getPipeline | Get pipeline |
listLeadStatuses | List lead statuses |
getLeadStatus | Get lead status |
listOpportunityStatuses | List opportunity statuses |
getOpportunityStatus | Get opportunity status |
| Operation | What it does |
|---|
listLeadCustomFields | List lead custom fields |
listContactCustomFields | List contact custom fields |
listOpportunityCustomFields | List opportunity custom fields |
listActivityCustomFields | List activity custom fields |
listSharedCustomFields | List shared custom fields |
listCustomObjectCustomFields | List custom object custom fields |
getCustomFieldSchema | Get custom field schema |
listCustomActivityTypes | List custom activity types |
getCustomActivityType | Get custom activity type |
listCustomObjectTypes | List custom object types |
getCustomObjectType | Get custom object type |
listOutcomes | List call / meeting outcomes |
getOutcome | Get outcome |
listForms | List forms |
getForm | Get form |
| Operation | What it does |
|---|
getMe | Get the authenticated user |
listUsers | List users |
getUser | Get user |
listUserAvailability | List user availability |
getOrganization | Get organization |
listGroups | List groups |
getGroup | Get group |
| Operation | What it does |
|---|
listPhoneNumbers | List phone numbers |
getPhoneNumber | Get phone number |
listConnectedAccounts | List connected email / calendar accounts |
getConnectedAccount | Get connected account |
| Operation | What it does |
|---|
listUnsubscribedEmails | List unsubscribed email addresses |
unsubscribeEmail | Unsubscribe an email address |
resubscribeEmail | Resubscribe an email address |
enrichField | Run AI field enrichment |
| Operation | What it does |
|---|
listEvents | List events (change log) |
getEvent | Get event |
listWebhooks | List webhook subscriptions |
createWebhook | Create webhook subscription |
getWebhook | Get webhook subscription |
updateWebhook | Update webhook subscription |
deleteWebhook | Delete webhook subscription |
Log a call against a lead so the activity feed is complete
A sales CRM is only useful in an automation if the activity trail is honest. When a workflow places or receives a call elsewhere, logging it back to Close is what keeps the lead's history from lying — and it is one of the four activity types Close's reporting counts.
Set Operation to logCall, then fill in:
| Field | Value | Notes |
|---|
leadId | {{ myTrigger.leadId }} | The lead the call belongs to |
contactId | {{ myTrigger.contactId }} | Optional; attributes the call to a person on that lead |
bodyJson | {"direction": "outbound", "duration": 320, "note": "Renewal discussion"} | Fields beyond the named ones; every path and body key in this node was read off Close’s OpenAPI 3.1 document rather than the docs prose |
Sets {{call.id}} and {{call.activity}}. A 403 from Close is a role or lead-visibility problem, never an unticked scope — Close has no per-operation scopes at all.