Connect Slite and Close to Build Intelligent Automations

Choose a Trigger

Slite

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 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.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

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

Search Docs

Search Docs

Performs a search using keywords in the docs you have access to.

Fetch Doc

Fetch Doc

Returns a readable Doc by ID.

Create Doc

Create Doc

Creates a doc inside a parent doc or private channel.

Fetch Sub Docs

Fetch Sub Docs

Returns a paginated list of sub docs.

Replace Doc

Replace Doc

Replaces the entire content and/or title of a doc.

Update Doc

Update Doc

Updates a specific part of a doc.

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Frequently Asked Questions

How do I start an integration between Slite and Close?

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

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

Absolutely. You can customize how Slite 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 Slite and Close?

The data sync between Slite 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 Slite 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 Slite and Close?

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

Slite

About Slite

Slite is a team collaboration app for creating, organizing, and sharing notes and documents. It allows real-time collaboration, rich text editing, and easy organization, helping teams stay aligned and efficient.

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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