Integration & MCP for iClosed
Integrate and automate your iClosed workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate iClosed and make your data and tools truly work for you, not the other way around.
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iClosed and Boost.space enhance deal closure workflows.
iClosed is a secure, digital platform for managing and signing contracts online. With iClosed, businesses can streamline their contract workflows, reduce paperwork, and ensure compliance with electronic signatures. The platform offers tools for document storage, tracking, and collaboration, making it ideal for businesses looking to simplify their contract management process. iClosed is a great solution for companies wanting to reduce manual work and improve contract security.
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iClosed Modules (27)
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Custom contact field updated
Triggers when a contact custom field is updated in iClosed.
Watch setter owner assigned
Triggers when a setter owner is assigned to a contact.
Watch cancelled call
Triggers when a call is cancelled by an Invitee or by a Closer.
Watch call outcome
Triggers whenever a call outcome is added.
Watch rescheduled call
Triggers when an upcoming call is rescheduled.
Watch contact by status
Triggers when contact status is changed on every step of it's scheduler journey.
Watch contact detail change
Triggers when a contact is updated.
Watch contact update
Triggers when a contact is updated.
Watch call booked
Triggers when a new call is scheduled in the CRM.
Watch new contacts
Triggers when a potential, qualified, or disqualified contact is created at iClosed.
Watch appointment setting outcome
Triggers when appointment setting outcome is added.
Watch transaction synced
Triggers when a transaction is synced with a Deal.
Watch note
Triggers when a note is added
Add call outcome
Action to add Call Outcome in iClosed.
Update contact custom field
Action to update a contact custom field in iClosed.
Assign setter owner
Action to assign a Setter Owner to a Contact.
Cancel call
Action to cancel a call in iClosed.
Create a new transaction
Creates a new transaction in iClosed.
Create a new contact
Creates a new contact in iClosed.
Create a new contact note
Creates a new contact note in iClosed.
Update contact
Action to update a Contact in iClosed.
Update setter owner
Updates the setter owner of contact in iClosed.
Search call
Search Call in iClosed by contactId, date, type and closer owner.
Search contact
Searches for contact by email or phone number.
Search custom fields
Search Custom fields by name and type.
Search transactions
Search transaction by email or Phone Number.
Search users
Searches for users by email or phone number.
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