Connect Calendly to Close

Cancel scheduled event

Tool to cancel a scheduled Calendly event by creating a cancellation record. Use when you need to permanently cancel an existing, active event. The cancellation will trigger notifications to all invitees.

Create Event Type

Tool to create a new one-on-one event type (kind: solo) in Calendly. Use when you need to programmatically create a new event type for scheduling meetings.

Create One-Off Event Type

Creates a temporary Calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host URIs, a future date/range for `date_setting`, and a positive `duration`.

Create scheduling link

Create a single-use scheduling link. Creates a scheduling link that can be used to book an event. The link allows invitees to schedule up to the specified maximum number of events. Once the limit is reached, the link becomes inactive.

Create share

Creates a customizable, one-time share link for a Calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.

Create single use scheduling link

Creates a one-time, single-use scheduling link for an active Calendly event type, expiring after one booking.

Create Call

Creates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for contact_id, phone, duration, note, rec...

Create Lead

Creates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associate contacts with emails/phones/URLs,...

Create SMS Message

This tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone number (local_phone) which must be an...

Create Task

This tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_date, and is_complete flags.

Delete Call

This tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its unique call ID and cannot be undone.

Get Notes

This tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns details such as note content, creatio...