Workaround for Close.com's New Custom Activity Trigger in Make.com

Are you a user of Close.com and Make.com, and have been struggling to find the trigger for 'new custom activity'? You're not alone. Many users have been facing this issue, and it can be quite frustrating when you're trying to automate your workflows. But don't worry, we've got a workaround for you.

Understanding the Problem

Close.com is a popular CRM platform that many businesses use for managing their customer relationships. It has a feature called 'custom activities' that allows users to create individual sales processes and workflows. This feature is particularly useful for businesses that want to customize their CRM to fit their unique needs.

However, some users have reported that they can't find the trigger for 'new custom activity' in Make.com, a platform that they use for automation. This has been a major roadblock for them as they can't switch from Zapier to Make.com without this trigger.

The Solution

While Make.com doesn't currently have a trigger for 'new custom activity', there's a workaround that you can use. You can develop a webhook using Close API webhook documentation with this event, and the menu app from Make.com. This will allow you to use a new custom activity as a trigger.

Here's a step-by-step guide on how to do this:

  1. Go to the Close API webhook documentation.
  2. Find the section on 'Create a new Webhook subscription'.
  3. Choose the type of events that you want to watch.
  4. Create a custom webhook in Make.com.
  5. Use the 'Make an API call' module in Make.com to register the webhook in Close CRM.

Troubleshooting Tips

If you're having trouble with this workaround, here are a few tips that might help:

  • Make sure you're using the correct API documentation. The Close API documentation has a section specifically for webhooks.
  • When choosing the type of events to watch, make sure you choose the ones that are relevant to your custom activity.
  • If you're still having trouble, you can find more help with the Make Apps documentation on webhooks.

Conclusion

While it's unfortunate that Make.com doesn't currently have a trigger for 'new custom activity' in Close.com, this workaround should help you continue to automate your workflows. We hope this guide has been helpful, and we encourage you to share it with others who might be facing the same issue.

You do have further questions?

Ask your question via E-Mail: Richard@make-app.de
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