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iClosed
Make Code

Connect iClosed and Make Code

Explore ready-made iClosed and Make Code templates and start automating in minutes.

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Create a custom workflow

Integrate iClosed with Make Code and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

iClosed
Trigger: Custom Contact Field Updated
Make Code
Action: Select an action
1. Select a trigger

  • Triggers when a contact custom field is updated in iClosed.

  • Triggers when appointment setting outcome is added.

  • Triggers when a new call is scheduled in the CRM.

  • Triggers whenever a call outcome is added.

  • Triggers when a call is cancelled by an Invitee or by a Closer.

  • Triggers when contact status is changed on every step of it's scheduler journey.

  • Triggers when a contact is updated.

  • Triggers when a contact is updated.

  • Triggers when a potential, qualified, or disqualified contact is created at iClosed.

  • Triggers when a note is added

  • Triggers when an upcoming call is rescheduled.

  • Triggers when a setter owner is assigned to a contact.

  • Triggers when a transaction is synced with a Deal.

2. Select an action

  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between iClosed and Make Code.

Add Call Outcome
Action to add Call Outcome in iClosed.
Action
Assign Setter Owner
Action to assign a Setter Owner to a Contact.
Action
Cancel Call
Action to cancel a call in iClosed.
Action
Create a New Contact
Creates a new contact in iClosed.
Action
Create a New Contact Note
Creates a new contact note in iClosed.
Action
Create a New Transaction
Creates a new transaction in iClosed.
Action
Custom Contact Field Updated
Triggers when a contact custom field is updated in iClosed.
Trigger
Run code
Design and run a code snippet.
Action
Search Call
Search Call in iClosed by contactId, date, type and closer owner.
Search
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.