iClosed integration

What it does

iClosed is an AI scheduling and sales CRM built for high-ticket closing teams. This integration lets you run booking and pipeline automation on behalf of your clients: watch for new, rescheduled, or cancelled calls and recorded call outcomes, book and manage calls directly, keep contacts and deals in sync with the rest of your stack, and record transactions as payments land.

Connect an iClosed account

1. Sign in to the client's iClosed workspace at app.iclosed.io.
2. Go to Settings, then Developer, then API Keys, and create a new key. Only account admins can create API keys.
3. Copy the full key, including the iclosed_ prefix, and paste it into the iClosed connection dialog in TaskJuice.

The key is sent as a Bearer token on every request. Keys are scoped to a single iClosed account, so connect one per client workspace.

Triggers

All four triggers poll the iClosed API on an interval you control (default every 5 minutes). Each cycle emits one activation wrapping the newly observed calls in an items array; drop a Loop node downstream to process each call individually. Records that already exist when you publish the workflow are baselined and never emitted.

• call-booked. Fires when a new call is scheduled.
• call-rescheduled. Fires when a call is first rescheduled to a new date.
• call-cancelled. Fires when a call is cancelled by the invitee or the closer.
• call-outcome-added. Fires when a call outcome (won, no sale, qualified, unqualified, pending, approved, or rejected) is first recorded.

Each trigger fires once per call as it enters that state. Later transitions of the same call (a second reschedule, or a corrected outcome) do not re-fire the trigger.

Actions

Contacts

• list-contacts. Lists contacts with status, owner, event, and time-range filters.
• get-contact. Fetches one contact with stats and custom-field values.
• list-contact-notes. Lists the notes on a contact.
• create-contact. Creates a contact, or updates the existing one when the email or phone number already matches.
• update-contact. Updates a contact by id.
• create-contact-note. Adds a note to a contact.

Calls and events

• search-calls. Searches calls by lifecycle state, outcome, date range, closer, and event type.
• book-call. Books a call on an event type for a new or existing contact.
• reschedule-call. Moves a call to a new date and time, optionally reassigning the closer.
• cancel-call. Cancels a call and notifies the invitee.
• mark-slot-free. Releases a booked slot so it can be booked again.
• list-events. Lists the account's event types.
• get-event. Fetches one event type, including its slot increments.
• troubleshoot-event-slots. Diagnoses why an event shows or hides specific time slots.
• get-event-dates. Returns the bookable dates and times for an event.
• update-event-status. Activates or deactivates an event type.
• get-user-availabilities. Returns a team member's availability windows.
• list-users. Lists the account's team members.

Deals, transactions, and outcomes

• list-deals. Lists deals filtered by contact, product, or transaction type.
• create-deal. Creates a deal on a call.
• update-deal. Updates a deal's product, value, or closer.
• list-transactions. Lists transactions with source, sync, and time filters.
• create-transaction. Records a payment.
• update-transaction. Updates a recorded payment.
• delete-transaction. Permanently deletes a transaction.
• set-call-outcome. Records a call outcome, with no-sale reason and objection detail, and can open a deal on a win.

Custom fields

• list-contact-stages. Lists the account's contact lifecycle stages.
• list-custom-fields. Lists custom fields for one object type.
• list-all-custom-fields. Lists custom fields across all object types.
• create-custom-field. Creates a custom field.
• update-custom-field. Updates a custom field.
• set-custom-field-answer. Sets a custom-field value on a contact or call.
• insert-invitee-answers. Records a booking form's invitee answers on a call.

Known limitations

• Only iClosed account admins can create API keys.
• iClosed's public API has no webhooks, so triggers poll on an interval. With the default 5-minute interval, a new booking or cancellation can take up to 5 minutes to reach your workflow. Free-tier workspaces in TaskJuice poll at most every 5 minutes; paid tiers can poll as often as every 60 seconds.
• Rate limits are per endpoint per account: roughly 20 requests per 10 seconds on the Startup plan and 100 requests per 10 seconds on Business.
• List endpoints use zero-based page numbering with a per-page maximum of 100 records (200 for deals and products).
• Deleting a transaction is permanent. Cancelling a call notifies the invitee and cannot be undone.