Requirements
To use Close CRM on WEXTL you need an active account and an API access token from your account settings.[3]
Get your Close CRM credentials
Credential type option 1
Close CRM
- API KeypasswordRequired
Your Close API key (found under Settings > Developer > API Keys). Sent via HTTP Basic authentication.
[1]
Credential type option 2
Close CRM
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Client IDtextRequired
The Client ID of your Close OAuth app (Settings > Developer > OAuth Apps).
[1] - Client SecretpasswordRequired
The Client Secret of your Close OAuth app.
[1]
Integration requests 2 permissions:
Full read/write access to all resourcesObtain a refresh token for long-lived offline access
Connect Close CRM in WEXTL
- Log in to your WEXTL account, add the Close CRM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Close CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Close CRM node modules
The list below is a reference of every Close CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Open any Close CRM node module below to inspect its input parameters, outputs, and connection requirements.
Watch ActivitiesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
Watch CallsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Outcome ID | text |
| Sequence ID | text |
| Sequence Name | text |
| Sequence Subscription ID | text |
| Source | text |
6other output fields
Watch Custom ActivitiesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
Watch EmailsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Agent Action Reason | text |
| Agent Config ID | text |
| Attachments | array |
| Content Type | text |
| Filename | text |
| Size | number |
| Thumbnail URL | url |
| URL | text |
| BCC | array |
| BCC | text |
| Body HTML | text |
| Body Preview | text |
| Body Text | text |
| Bulk Email Action ID | text |
| CC | array |
| CC | text |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
36other output fields
Watch Form SubmissionsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| Form Configuration ID | text |
| Form ID | text |
| Form Name | text |
| ID | text |
| IP Address | text |
| Lead ID | text |
| Organization ID | text |
| Origin | text |
9other output fields
Watch MeetingsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
Watch NotesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
Watch SMSTrigger
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Agent Action Reason | text |
| Agent Config ID | text |
| Contact ID | text |
| Cost | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Scheduled | date |
| Date Sent | date |
| Date Updated | date |
| Direction | text |
| Error Message | text |
| ID | text |
20other output fields
Watch Whatsapp MessagesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Attachments | array |
| Content Type | text |
| Filename | text |
| Size | number |
| Thumbnail URL | url |
| URL | text |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| Direction | text |
| External Whatsapp Message ID | text |
| ID | text |
| Integration Link | text |
| Integration Name | text |
| Lead ID | text |
| Local Phone | text |
17other output fields
Get Activity ReportAction
Input fields[3]
| Field | Type |
|---|---|
TypeRequired | text |
| Metrics | array |
| Metric | text |
| Users | array |
| User ID | text |
| Datetime Range | object |
| Start | date |
| End | date |
| Query | object |
| Type | text |
| Saved Search | choice |
Get CallAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Outcome ID | text |
| Sequence ID | text |
| Sequence Name | text |
| Sequence Subscription ID | text |
| Source | text |
6other output fields
Get Current UserAction
Get Custom ActivityAction
Get Custom ReportAction
Input fields[3]
| Field | Type |
|---|---|
Org IDRequired | choice |
| Query | text |
| X | text |
| Y | text |
| Group By | text |
| Transform Y | text |
| Interval | text |
| Start | date |
| End | date |
Get EmailAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Agent Action Reason | text |
| Agent Config ID | text |
| Attachments | array |
| Content Type | text |
| Filename | text |
| Size | number |
| Thumbnail URL | url |
| URL | text |
| BCC | array |
| BCC | text |
| Body HTML | text |
| Body Preview | text |
| Body Text | text |
| Bulk Email Action ID | text |
| CC | array |
| CC | text |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
36other output fields
Get Email ThreadAction
Get Form SubmissionAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
| Fields | text |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| Form Configuration ID | text |
| Form ID | text |
| Form Name | text |
| ID | text |
| IP Address | text |
| Lead ID | text |
| Organization ID | text |
| Origin | text |
9other output fields
Get GroupAction
Get Lead Status ReportAction
Input fields[3]
| Field | Type |
|---|---|
Org IDRequired | choice |
| Date Start | date |
| Date End | date |
| Query | text |
| Smart View ID | choice |
Get MeetingAction
Get Membership Pinned ViewsAction
Get NoteAction
Get Opportunity Funnel StagesAction
Input fields[3]
| Field | Type |
|---|---|
TypeRequired | text |
| Pipeline | choice |
| Users | array |
| User ID | text |
| Report Datetime Range | object |
| Start | date |
| End | date |
| Query | object |
| Type | text |
| Saved Search | choice |
Get Opportunity Funnel TotalsAction
Input fields[3]
| Field | Type |
|---|---|
TypeRequired | text |
| Pipeline | choice |
| Users | array |
| User ID | text |
| Report Datetime Range | object |
| Start | date |
| End | date |
| Query | object |
| Type | text |
| Saved Search | choice |
Get Opportunity Status ReportAction
Input fields[3]
| Field | Type |
|---|---|
Org IDRequired | choice |
| Date Start | date |
| Date End | date |
| Query | text |
| Smart View ID | choice |
| User ID | choice |
Get OrganizationAction
Get Sent Emails ReportAction
Input fields[3]
| Field | Type |
|---|---|
Org IDRequired | choice |
| Date Start | date |
| Date End | date |
| User ID | choice |
Get SMSAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Agent Action Reason | text |
| Agent Config ID | text |
| Contact ID | text |
| Cost | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Scheduled | date |
| Date Sent | date |
| Date Updated | date |
| Direction | text |
| Error Message | text |
| ID | text |
20other output fields
Get UserAction
Get Whatsapp MessageAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Attachments | array |
| Content Type | text |
| Filename | text |
| Size | number |
| Thumbnail URL | url |
| URL | text |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| Direction | text |
| External Whatsapp Message ID | text |
| ID | text |
| Integration Link | text |
| Integration Name | text |
| Lead ID | text |
| Local Phone | text |
17other output fields
List ActivitiesSearch
Input fields[3]
| Field | Type |
|---|---|
| ID In | text |
| Lead ID | choice |
| Contact ID | choice |
| User ID | choice |
| Organization ID | choice |
| Type | text |
| Date Created Gte | date |
| Date Created Lte | date |
| Date Created Gt | date |
| Date Created Lt | date |
| Activity At Gte | date |
| Activity At Lte | date |
| Activity At Gt | date |
| Activity At Lt | date |
| Lead ID In | text |
6other input fields
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
List Activity MetricsAction
No fields documented.
List CallsSearch
Input fields[3]
| Field | Type |
|---|---|
| ID In | text |
| Lead ID | choice |
| Contact ID | choice |
| User ID | choice |
| Organization ID | choice |
| Type | text |
| Date Created Gte | date |
| Date Created Lte | date |
| Date Created Gt | date |
| Date Created Lt | date |
| Activity At Gte | date |
| Activity At Lte | date |
| Activity At Gt | date |
| Activity At Lt | date |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Outcome ID | text |
| Sequence ID | text |
| Sequence Name | text |
| Sequence Subscription ID | text |
| Source | text |
6other output fields
List Custom ActivitiesSearch
Input fields[3]
| Field | Type |
|---|---|
| ID In | text |
| Lead ID | choice |
| Contact ID | choice |
| User ID | choice |
| Organization ID | choice |
| Type | text |
| Date Created Gte | date |
| Date Created Lte | date |
| Date Created Gt | date |
| Date Created Lt | date |
| Activity At Gte | date |
| Activity At Lte | date |
| Activity At Gt | date |
| Activity At Lt | date |
| Custom Activity Type ID | choice |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
List Email ThreadsSearch
Input fields[3]
| Field | Type |
|---|---|
| ID In | text |
| Lead ID | choice |
| Contact ID | choice |
| User ID | choice |
| Organization ID | choice |
| Type | text |
| Date Created Gte | date |
| Date Created Lte | date |
| Date Created Gt | date |
| Date Created Lt | date |
| Activity At Gte | date |
| Activity At Lte | date |
| Activity At Gt | date |
| Activity At Lt | date |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Lead ID | text |
| Contact ID | text |
| Organization ID | text |
List EmailsSearch
Input fields[3]
| Field | Type |
|---|---|
| ID In | text |
| Lead ID | choice |
| Contact ID | choice |
| User ID | choice |
| Organization ID | choice |
| Type | text |
| Date Created Gte | date |
| Date Created Lte | date |
| Date Created Gt | date |
| Date Created Lt | date |
| Activity At Gte | date |
| Activity At Lte | date |
| Activity At Gt | date |
| Activity At Lt | date |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Agent Action Reason | text |
| Agent Config ID | text |
| Attachments | array |
| Content Type | text |
| Filename | text |
| Size | number |
| Thumbnail URL | url |
| URL | text |
| BCC | array |
| BCC | text |
| Body HTML | text |
| Body Preview | text |
| Body Text | text |
| Bulk Email Action ID | text |
| CC | array |
| CC | text |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
36other output fields
List Form SubmissionsSearch
Input fields[3]
| Field | Type |
|---|---|
| ID In | text |
| Lead ID | choice |
| Contact ID | choice |
| User ID | choice |
| Organization ID | choice |
| Type | text |
| Date Created Gte | date |
| Date Created Lte | date |
| Date Created Gt | date |
| Date Created Lt | date |
| Activity At Gte | date |
| Activity At Lte | date |
| Activity At Gt | date |
| Activity At Lt | date |
| Lead ID In | text |
7other input fields
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| Form Configuration ID | text |
| Form ID | text |
| Form Name | text |
| ID | text |
| IP Address | text |
| Lead ID | text |
| Organization ID | text |
| Origin | text |
9other output fields
List GroupsSearch
List MeetingsSearch
Input fields[3]
| Field | Type |
|---|---|
| ID In | text |
| Lead ID | choice |
| Contact ID | choice |
| User ID | choice |
| Organization ID | choice |
| Type | text |
| Date Created Gte | date |
| Date Created Lte | date |
| Date Created Gt | date |
| Date Created Lt | date |
| Activity At Gte | date |
| Activity At Lte | date |
| Activity At Gt | date |
| Activity At Lt | date |
| Fields | text |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
List NotesSearch
Input fields[3]
| Field | Type |
|---|---|
| ID In | text |
| Lead ID | choice |
| Contact ID | choice |
| User ID | choice |
| Organization ID | choice |
| Type | text |
| Date Created Gte | date |
| Date Created Lte | date |
| Date Created Gt | date |
| Date Created Lt | date |
| Activity At Gte | date |
| Activity At Lte | date |
| Activity At Gt | date |
| Activity At Lt | date |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
List SMSSearch
Input fields[3]
| Field | Type |
|---|---|
| ID In | text |
| Lead ID | choice |
| Contact ID | choice |
| User ID | choice |
| Organization ID | choice |
| Type | text |
| Date Created Gte | date |
| Date Created Lte | date |
| Date Created Gt | date |
| Date Created Lt | date |
| Activity At Gte | date |
| Activity At Lte | date |
| Activity At Gt | date |
| Activity At Lt | date |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Agent Action Reason | text |
| Agent Config ID | text |
| Contact ID | text |
| Cost | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Scheduled | date |
| Date Sent | date |
| Date Updated | date |
| Direction | text |
| Error Message | text |
| ID | text |
20other output fields
List User AvailabilitiesAction
Input fields[3]
| Field | Type |
|---|---|
| Organization ID | choice |
List UsersSearch
List Whatsapp MessagesSearch
Input fields[3]
| Field | Type |
|---|---|
| ID In | text |
| Lead ID | choice |
| Contact ID | choice |
| User ID | choice |
| Organization ID | choice |
| Type | text |
| Date Created Gte | date |
| Date Created Lte | date |
| Date Created Gt | date |
| Date Created Lt | date |
| Activity At Gte | date |
| Activity At Lte | date |
| Activity At Gt | date |
| Activity At Lt | date |
| External Whatsapp Message ID | text |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Attachments | array |
| Content Type | text |
| Filename | text |
| Size | number |
| Thumbnail URL | url |
| URL | text |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| Direction | text |
| External Whatsapp Message ID | text |
| ID | text |
| Integration Link | text |
| Integration Name | text |
| Lead ID | text |
| Local Phone | text |
17other output fields
Add Group MemberAction
Bulk Update MembershipsAction
Create CallAction
Input fields[3]
| Field | Type |
|---|---|
| Activity At | date |
| Contact ID | choice |
| Conversation Type ID | text |
| Created By | text |
| Date Created | date |
| Direction | text |
| Duration | number |
| Lead ID | choice |
| Note | text |
| Note HTML | text |
| Organization ID | choice |
| Outcome ID | choice |
| Phone | text |
| Playbook ID | choice |
| Quality Info | text |
5other input fields
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Outcome ID | text |
| Sequence ID | text |
| Sequence Name | text |
| Sequence Subscription ID | text |
| Source | text |
6other output fields
Create Custom ActivityAction
Input fields[3]
| Field | Type |
|---|---|
| Activity At | date |
| Contact ID | choice |
| Created By | text |
Custom Activity Type IDRequired | choice |
| Date Created | date |
Lead IDRequired | choice |
| Organization ID | choice |
| Pinned | boolean |
| Status | text |
| User ID | choice |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
Create EmailAction
Input fields[3]
| Field | Type |
|---|---|
| Activity At | date |
| Attachments | array |
| Attachment | object |
| BCC | array |
| Body HTML | text |
| Body Text | text |
| CC | array |
| Contact ID | choice |
| Created By | text |
| Date Created | date |
| Email Account ID | choice |
| Followup Date | date |
| Followup Sequence Add CC BCC | boolean |
| Followup Sequence Delay | number |
| Followup Sequence ID | choice |
| In Reply To ID | choice |
9other input fields
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Agent Action Reason | text |
| Agent Config ID | text |
| Attachments | array |
| Content Type | text |
| Filename | text |
| Size | number |
| Thumbnail URL | url |
| URL | text |
| BCC | array |
| BCC | text |
| Body HTML | text |
| Body Preview | text |
| Body Text | text |
| Bulk Email Action ID | text |
| CC | array |
| CC | text |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
36other output fields
Create GroupAction
Create Meeting IntegrationAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
| Integration Data | object |
| Note HTML | text |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
Create MembershipAction
Create NoteAction
Input fields[3]
| Field | Type |
|---|---|
| Activity At | date |
| Attachments | array |
| Attachment | object |
| Contact ID | choice |
| Created By | text |
| Date Created | date |
Lead IDRequired | choice |
| Note | text |
| Note HTML | text |
| Organization ID | choice |
| Pinned | boolean |
| Title | text |
| User ID | choice |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
Create SMSAction
Input fields[3]
| Field | Type |
|---|---|
| Send To Inbox | boolean |
| Activity At | date |
| Attachments | array |
| Attachment | object |
| Contact ID | choice |
| Created By | text |
| Date Created | date |
| Direction | text |
| Lead ID | choice |
| Local Phone | text |
| Organization ID | choice |
| Remote Phone | text |
| Source | text |
StatusRequired | text |
| Template ID | choice |
| Text | text |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Agent Action Reason | text |
| Agent Config ID | text |
| Contact ID | text |
| Cost | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Scheduled | date |
| Date Sent | date |
| Date Updated | date |
| Direction | text |
| Error Message | text |
| ID | text |
20other output fields
Create Whatsapp MessageAction
Input fields[3]
| Field | Type |
|---|---|
| Send To Inbox | boolean |
Activity AtRequired | date |
| Attachments | array |
| Attachment | object |
Contact IDRequired | choice |
DirectionRequired | text |
External Whatsapp Message IDRequired | text |
| Integration Link | text |
Lead IDRequired | choice |
Local PhoneRequired | text |
Message MarkdownRequired | text |
Remote PhoneRequired | text |
| Response To ID | choice |
| User ID | choice |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Attachments | array |
| Content Type | text |
| Filename | text |
| Size | number |
| Thumbnail URL | url |
| URL | text |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| Direction | text |
| External Whatsapp Message ID | text |
| ID | text |
| Integration Link | text |
| Integration Name | text |
| Lead ID | text |
| Local Phone | text |
17other output fields
Delete CallAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Delete Custom ActivityAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Delete EmailAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Delete Email ThreadAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Delete Form SubmissionAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Delete GroupAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Delete MeetingAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Delete MembershipAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Delete NoteAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Delete SMSAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Delete Whatsapp MessageAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
Make an Api Calluniversal
Remove Group MemberAction
Input fields[3]
| Field | Type |
|---|---|
Group IDRequired | choice |
Update CallAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
| Activity At | date |
| Contact ID | choice |
| Conversation Type ID | text |
| Duration | number |
| Lead ID | choice |
| Note | text |
| Note HTML | text |
| Outcome ID | choice |
| Phone | text |
| Playbook ID | choice |
| Quality Info | text |
| Recording URL | url |
| Status | text |
| User ID | choice |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Outcome ID | text |
| Sequence ID | text |
| Sequence Name | text |
| Sequence Subscription ID | text |
| Source | text |
6other output fields
Update Custom ActivityAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
| Activity At | date |
| Contact ID | choice |
| Pinned | boolean |
| Status | text |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
Update EmailAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
| Activity At | date |
| Attachments | array |
| Attachment | object |
| BCC | array |
| Body HTML | text |
| Body Text | text |
| CC | array |
| Contact ID | choice |
| Email Account ID | choice |
| Followup Date | date |
| Followup Sequence Add CC BCC | boolean |
| Followup Sequence Delay | number |
| Followup Sequence ID | choice |
| In Reply To ID | choice |
| Opens | array |
| Open | object |
6other input fields
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Agent Action Reason | text |
| Agent Config ID | text |
| Attachments | array |
| Content Type | text |
| Filename | text |
| Size | number |
| Thumbnail URL | url |
| URL | text |
| BCC | array |
| BCC | text |
| Body HTML | text |
| Body Preview | text |
| Body Text | text |
| Bulk Email Action ID | text |
| CC | array |
| CC | text |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
36other output fields
Update GroupAction
Update MeetingAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
| Outcome | choice |
| User Note HTML | text |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
Update MembershipAction
Update Membership Pinned ViewsAction
Update NoteAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
| Activity At | date |
| Attachments | array |
| Attachment | object |
| Contact ID | choice |
| Note | text |
| Note HTML | text |
| Pinned | boolean |
| Title | text |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| ID | text |
| Lead ID | text |
| Organization ID | text |
| Updated By | text |
| Updated By Name | text |
| User ID | text |
| User Name | text |
| Users | array |
| Users | text |
Update OrganizationAction
Update SMSAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
| Activity At | date |
| Attachments | array |
| Attachment | object |
| Contact ID | choice |
| Lead ID | choice |
| Local Phone | text |
| Remote Phone | text |
| Status | text |
| Template ID | choice |
| Text | text |
| User ID | choice |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Agent Action Reason | text |
| Agent Config ID | text |
| Contact ID | text |
| Cost | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Scheduled | date |
| Date Sent | date |
| Date Updated | date |
| Direction | text |
| Error Message | text |
| ID | text |
20other output fields
Update Whatsapp MessageAction
Input fields[3]
| Field | Type |
|---|---|
IDRequired | choice |
| Activity At | date |
| Attachments | array |
| Attachment | object |
| Contact ID | choice |
| Direction | text |
| Integration Link | text |
| Local Phone | text |
| Message Markdown | text |
| Remote Phone | text |
| Response To ID | choice |
| User ID | choice |
Output fields[3]
| Field | Type |
|---|---|
| Type | text |
| Activity At | date |
| Attachments | array |
| Content Type | text |
| Filename | text |
| Size | number |
| Thumbnail URL | url |
| URL | text |
| Contact ID | text |
| Created By | text |
| Created By Name | text |
| Date Created | date |
| Date Updated | date |
| Direction | text |
| External Whatsapp Message ID | text |
| ID | text |
| Integration Link | text |
| Integration Name | text |
| Lead ID | text |
| Local Phone | text |
17other output fields
Templates
Look for Close CRM templates in the WEXTL template library.
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References
- WEXTL® Close CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Close CRM.
- WEXTL® visual workflow builder data.
Last updated: Jul 22, 2026 23:18