Connect ReadMe and Close to Build Intelligent Automations

Choose a Trigger

ReadMe

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use ReadMe and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Updated branches

Updated branches

Retrieve branches updated in 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 ReadMe integrations.

Show documentation branches

Show documentation branches

Show all documentation branches and their base, privacy, release stage, and last updated time.

Create documentation category

Create documentation category

Create a new documentation category in the selected branch and section.

Update category

Update category

Update a category's title, sidebar position, or section in the selected ReadMe branch.

Create custom page

Create custom page

Create a documentation page in a selected project version by setting the title, URL slug, content, appearance, SEO metadata, and visibility.

Upload image

Upload image

Add an image to your ReadMe documentation.

Create Contact

Create Contact

create a contact.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between ReadMe and Close?

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

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

Absolutely. You can customize how ReadMe 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 ReadMe and Close?

The data sync between ReadMe 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 ReadMe 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 ReadMe and Close?

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

ReadMe

About ReadMe

ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.

Learn More
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