Connect Discourse and Close to Build Intelligent Automations

Choose a Trigger

Discourse

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Discourse and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Fetch New Posts

Fetch New Posts

Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).

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.

Do thisActions

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

Create Post

Create Post

Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.

Create Discourse User

Create Discourse User

Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

Create Bulk Email

Create Bulk Email

create a bulk mail.

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Frequently Asked Questions

How do I start an integration between Discourse and Close?

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

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

Absolutely. You can customize how Discourse 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 Discourse and Close?

The data sync between Discourse 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 Discourse 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 Discourse and Close?

Yes, you can set conditional logic to control the flow of data between Discourse 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.

Discourse

About Discourse

Discourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user engagement.

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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