Connect Cobot and Close
Integrate Cobot with Close to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cobot + Close flows
Start from a real workflow other teams are already running.
Choose a trigger
Cobot
When this happens...
Booking Created
Booking Will Begin
Event Published
Invoice Created
External Booking Created
Membership Cancelled
Membership Confirmed
External Booking Approved
Drop in Pass Purchased
Update Booking
Booking Begin
Booking Ended
Delete Booking
Update Custom Field
Update Invoice
Wrote Off Invoice
Sent Invoice
Confirme Membership
Create Membership
delete Membership
Reactivated Membership
Choose an action
Close
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Create Contact in Close when Booking Created in Cobot
Use this flowUpdate Contact in Close when Booking Created in Cobot
Use this flowCreate Task in Close when Booking Created in Cobot
Use this flowCreate Bulk Email in Close when Booking Created in Cobot
Use this flowDelete Email in Close when Booking Created in Cobot
Use this flowUpdate Call in Close when Booking Created in Cobot
Use this flowCreate Note in Close when Booking Created in Cobot
Use this flowCreate Call in Close when Booking Created in Cobot
Use this flowList Contacts in Close when Booking Created in Cobot
Use this flowList Lead Status from Close when Booking Created in Cobot
Use this flowSupported Triggers & Actions
Everything you can automate between Cobot and Close.
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Created
Triggers when a booking is made.
Booking Will Begin
Triggers when a booking is about to begin.
Event Published
Triggers when an admin publishes an event.
Invoice Created
Triggers when an invoice is created.
External Booking Created
Triggers when an external booking is created.
Membership Cancelled
Triggers when a membership is cancelled.
Do thisActions
Action is the task that follows automatically within your Cobot integrations.
Get Memberships
Listthe current members of a space.
List booking categories for a space
List all booking calendar resources categories of a space.
List upcoming bookings for member
Get a list of upcoming bookings for a member.
List recent bookings for member
Get a list of not yet invoiced bookings for a member.
List remaining booking credits for a member
List the number of remaining booking credits for a member.
List check-ins for entire space
List check-ins for entire space.
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 Cobot
Cobot is a comprehensive management tool designed for coworking spaces. It helps streamline operations, manage memberships, and enhance community engagement.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cobot and Close 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 Cobot and Close 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 Close. No coding required.
Yes. You can set up a workflow where Cobot triggers actions in Close, and a separate workflow where Close triggers actions in Cobot. 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 Cobot and Close. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cobot and Close integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
