Connect Close and Bookmark OS
Integrate Close with Bookmark OS to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for Close and Bookmark OS
Supported Triggers & Actions
Everything you can automate between Close and Bookmark OS.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
Lead Status Change Updated
Triggers when a Lead status change is updated.
New Task
Triggers when a new task is created or completed.
Do thisActions
Action is the task that follows automatically within your Close integrations.
Create Contact
create a contact.
Update Contact
Update an existing contact.
Create Task
Creates a New Task.
Create Bulk Email
create a bulk mail.
Delete Email
delete an Email on lead.
Update Call
Updates a New call.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
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About Bookmark OS
Bookmark OS is a comprehensive platform designed to organize and manage your bookmarks efficiently. It provides a desktop-like interface for your bookmarks, making it easy to categorize, search, and access your favorite websites and online resources. With Bookmark OS, users can streamline their online navigation and enhance productivity by keeping their digital resources neatly organized.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Close and Bookmark OS accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Close and Bookmark OS as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Bookmark OS. No coding required.
Yes. You can set up a workflow where Close triggers actions in Bookmark OS, and a separate workflow where Bookmark OS triggers actions in Close. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Close and Bookmark OS. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Close and Bookmark OS integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
