Sign inGet started
Docs
Get started

Automate tasks across Close with Docubee

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Close and Docubee talk.
Here are some common ways to automate work between them.

Send a Docubee notification when Close receives a high-priority item.Try now
Create a Docubee follow-up from new qualified activity in Close.Try now
Copy new customer details from Close into Docubee.Try now
Update the matching Docubee item when a Close status changes.Try now
Start a review in Docubee when Close flags an exception.Try now
Summarize new Close activity and save it in Docubee.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Close and Docubee work.

Connect your Close and Docubee. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 69 actions between Close and Docubee.
Can’t find an action you need? Let us know.

List ActivitiesRun a list activities action in Close.Create ContactCreate contact in Close.Delete ContactDelete contact in Close.Get ContactRun a get contact action in Close.List ContactsRun a list contacts action in Close.Update ContactUpdate contact in Close.Get Email TemplateRun a get email template action in Close.List Email TemplatesRun a list email templates action in Close.Create LeadCreate lead in Close.Delete LeadDelete lead in Close.Get LeadRun a get lead action in Close.List LeadsRun a list leads action in Close.Merge LeadsRun a merge leads action in Close.Update LeadUpdate lead in Close.List Lead StatusesRun a list lead statuses action in Close.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Close and Docubee.

MindCloud connects Close and Docubee so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.