What Nerve can do with Close
Look things up 2
Find Lead
Find Lead. Search for leads with advanced filtering options
Find Contact
Find Contact. Search for contacts by name, email, or other criteria with advanced filtering
Make changes 4
Create Lead
Create Lead. Creates a new lead
Create Contact
Create Contact. Creates a new contact
Create Opportunity
Create Opportunity. Create a new opportunity
Custom API Call
Custom API Call. Make a custom API call to a specific endpoint
Start a workflow when something happens in Close
- New Lead Created
- New Contact Added
- New Opportunity Added
Works with
- Agents. An Agent can use Close when you grant it the capability.
- Workflows. Close can be a step in a workflow that runs the same way every time.
- Approvals. Actions that matter can wait for a person before Close is touched.
You connect with: api key.
How it can work
- 1
Something happens
- 2
An Agent or workflow decides what to do
- 3
A person approves, if it matters
- 4
Close: create lead
Connected is not unrestricted
Connecting Close does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsDeploy your first Nerve Agent
Start with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.