Close + DocuWare Integration

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Create Your Own Close & DocuWare Integration Without Any Code

Create Custom Workflow

Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close
Document is added in DocuWare Instant

Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Search contact in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close
Delete document in DocuWare
Import to document tray in DocuWare
Place a stamp in DocuWare
Get stamps in DocuWare
Search document in DocuWare
Store in file cabinet in DocuWare
Get document information in DocuWare
Get dialogs in DocuWare
Get file cabinets in DocuWare
Replace a file in DocuWare
Download a file in DocuWare
Delete a file in DocuWare
Append a file in DocuWare
Transfer document in DocuWare
Update document index fields in DocuWare
Download document in DocuWare

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You Can Also Connect Close or DocuWare With 1200+ Other Apps

Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.

See Close Integrations

DocuWare is a doc management and workflow automation tool that helps digitize, secure, and automate document handling. Its features, like automated invoice processing and secure archiving, empower your remote teams and enhance operational efficiency.

See DocuWare Integrations