Close CRM is a sales platform used to manage leads, contacts, opportunities, activities, and communication records through the Close API.
The Flowgear Close CRM Node lets you query, create, update, delete, and run supported action operations with template-selected API operations in a Workflow.
0.0.0.4 - Preserved inherited fields in designer templates when OpenAPI schemas use constraints-only allOf overlays.
0.0.0.3 - Maintenance update.
0.0.0.1 - Initial release.
Use this Connection to store the Close API endpoint and either API-key or OAuth credentials.
| Property |
Type |
Description |
Base Url |
String |
Close API base URL. Defaults to https://api.close.com/api/v1. |
Auth Mode |
CloseCrmAuthMode |
Authentication mode. Select ApiKey or OAuth. |
API Key |
Masked |
Close API key used as the Basic authentication username when Auth Mode is ApiKey. |
Client Id |
String |
Close OAuth client identifier. |
Client Secret |
Masked |
Close OAuth client secret. |
Access Token |
Masked |
Current Close OAuth bearer token. |
Refresh Token |
Masked |
Close OAuth refresh token. Close can rotate this value during refresh. |
Access Token Expires At UTC |
String |
UTC expiry timestamp used to refresh the OAuth token before it expires. |
Scopes |
String |
OAuth scopes requested during authorization. Defaults to all.full_access offline_access. |
Timeout (seconds) |
Integer |
Timeout used for Connection validation and runtime API calls. Defaults to 30. |
- Choose
ApiKey when you have a Close API key, or choose OAuth when you have a Close OAuth application.
- For API-key authentication, enter
API Key and keep the default Base Url unless Close supplies a different host.
- For OAuth, enter
Client Id and Client Secret, complete the authorization flow, and allow Flowgear to store the returned access and refresh tokens.
- Test the Connection against the Close current-user endpoint before selecting a template.
The Node groups the supported Close OpenAPI operations into query, create, update, delete, and action Methods.
Executes a supported Close read operation and pages list responses automatically.
| Parameter |
Type |
Description |
Connection |
Connection |
Close CRM Connection profile. |
OperationId |
String |
Supported query operation selected by the template. |
Options |
Object |
Route and query values required by the selected operation. |
| Return |
Type |
Description |
Response |
Array |
Normalized response rows. Each row includes Response.Flowgear.IsSuccess; list-envelope metadata is preserved under Response.CloseCollection. A valid empty list returns zero rows, and provider failures surface as Node errors. |
Creates Close resources with the selected operation.
| Parameter |
Type |
Description |
Connection |
Connection |
Close CRM Connection profile. |
OperationId |
String |
Supported create operation selected by the template. |
Options |
Object |
Route and query values required by the selected operation. |
Items |
Array |
JSON request bodies sent one item at a time. |
| Return |
Type |
Description |
Response |
Array |
One normalized row per input item. Response.Flowgear contains IsSuccess and, for failures, Message; provider error details are preserved under Response.CloseError. |
Updates Close resources with the selected operation.
| Parameter |
Type |
Description |
Connection |
Connection |
Close CRM Connection profile. |
OperationId |
String |
Supported update operation selected by the template. |
Options |
Object |
Route and query values required by the selected operation. |
Items |
Array |
JSON request bodies sent one item at a time. |
| Return |
Type |
Description |
Response |
Array |
One normalized row per input item. Response.Flowgear contains IsSuccess and, for failures, Message; provider error details are preserved under Response.CloseError. |
Deletes a Close resource with the selected operation.
| Parameter |
Type |
Description |
Connection |
Connection |
Close CRM Connection profile. |
OperationId |
String |
Supported delete operation selected by the template. |
Options |
Object |
Route and query values required by the selected operation. |
| Return |
Type |
Description |
Response |
Array |
The normalized delete result with Response.Flowgear.IsSuccess and an optional failure Message. |
Executes a supported non-create Close action.
| Parameter |
Type |
Description |
Connection |
Connection |
Close CRM Connection profile. |
OperationId |
String |
Supported action operation selected by the template. |
Options |
Object |
Route and query values required by the selected operation. |
Items |
Array |
Optional JSON request bodies for actions that define a body. |
| Return |
Type |
Description |
Response |
Array |
Normalized action response rows with Response.Flowgear.IsSuccess and an optional failure Message. |
- Templates are generated from the embedded Close OpenAPI document and are filtered by Method.
- The Node manages
_limit, _skip, and event cursors internally for paged query operations.
- Query list envelopes emit the objects in
data as individual rows and preserve paging values in CloseCollection.
- Create and Update operations that define a request body require
Items to emit at least one JSON object.
- Handled provider failures for mutation items do not stop later items from being processed.