Connect AlphaMoon and Close to Build Intelligent Automations

Choose a Trigger

AlphaMoon

When this happens...

Choose an Action

Close

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

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

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your AlphaMoon integrations.

Get OCR results

Get OCR results

Get OCR results as Plain text

Get collections

Get collections

Get collections using Process ID

Get process Types

Get process Types

Get types of processes available in your Workspace

Get all Processes

Get all Processes

Get details of all available processes

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

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Frequently Asked Questions

How do I start an integration between AlphaMoon and Close?

To start, connect both your AlphaMoon and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in AlphaMoon triggers actions in Close (or vice versa).

Can we customize how data from AlphaMoon is recorded in Close?

Absolutely. You can customize how AlphaMoon data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between AlphaMoon and Close?

The data sync between AlphaMoon and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from AlphaMoon to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between AlphaMoon and Close?

Yes, you can set conditional logic to control the flow of data between AlphaMoon and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

AlphaMoon

About AlphaMoon

Alphamoon offers an AI-driven intelligent document processing platform that reduces manual data entry through OCR capabilities, data extraction, and process automation, making it an indispensable tool for modern businesses seeking efficiency.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More