Connect Gitbook and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New spaces
New Team
New Share Link
Choose an Action
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
Ready to use Gitbook and Close automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New spaces
Trigger when a new spaces is created.
New Team
Trigger when a new team is created.
New Share Link
Trigger when a new share link is created.
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.
Do thisActions
Action is the task that follows automatically within your Gitbook integrations.
Create a site
Create a new site.
Create collection
Create a new collection.
Create an organization invite
Create an organization invite.
Create a space
Create a new in an organization space.
Get the list of organizations
Get the list of organizations for the currently authenticated user.
Get an organization by its ID
Get an organization by its ID.
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Frequently Asked Questions
To start, connect both your Gitbook and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Gitbook triggers actions in Close (or vice versa).
Absolutely. You can customize how Gitbook 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.
The data sync between Gitbook and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Gitbook 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.
About Gitbook
Gitbook is a modern documentation platform where teams can document everything from products to internal knowledge bases. It provides a collaborative environment for creating, editing, and sharing content, making it ideal for teams looking to streamline their documentation process.
Learn MoreAbout 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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