Connect NocoDB and Close to Build Intelligent Automations

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NocoDB

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

Trigger when new Record is Created.

Update Record

Update Record

Trigger when an Existing Record is Updated.

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.

Do thisActions

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

Create Record

Create Record

Creates a New Record.

Update Table

Update Table

Update an Existing Table.

Delete Table

Delete Table

Delete an Existing Table

Update Record

Update Record

Update an Existing Record.

Delete Record

Delete Record

Delete a Record.

Create Column

Create Column

Create a new Column in the Table.

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Frequently Asked Questions

How do I start an integration between NocoDB and Close?

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

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

Absolutely. You can customize how NocoDB 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 NocoDB and Close?

The data sync between NocoDB 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 NocoDB 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 NocoDB and Close?

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

NocoDB

About NocoDB

NocoDB Cloud is a powerful platform that transforms your databases into smart spreadsheets, enabling seamless collaboration and management of data. It offers a no-code interface that allows users to create, manage, and automate workflows without any programming knowledge. Ideal for businesses looking to streamline their data operations and enhance productivity.

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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.

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