> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://helpdesk.closum.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Closum: Triggers, Actions and Tools

The **Closum Marketplace** allows you to connect the Closum application with other platforms, enabling automation across multiple systems in a simple and scalable way.
In this context, the **Triggers and Actions described in this article are events and operations from the Closum application itself**, which can be used to **integrate and synchronize data with external tools** (such as CRMs, marketing platforms, or internal systems).
The core logic is simple:
**Triggers (Closum) → Tools → Actions (Closum or external applications)**

## ${color}[#000000](What are Triggers)
**Triggers** are events that happen inside the Closum application and can start an automation flow, either to perform actions within Closum or to communicate with external systems.

### Available Triggers (Closum)
* **New Lead (API)**
Triggered when a new lead is created in Closum via API.
* **Contact Updated**
Triggered whenever a contact is updated in Closum.
* **SMS: Status Updated**
Triggered when an SMS status changes (e.g., sent, delivered, failed).
* **WhatsApp: Message Received**
Triggered when a message is received via WhatsApp in Closum.
👉 Integration example:
A WhatsApp message is received in Closum → Trigger fires → data is sent to an external CRM.

## ${color}[#000000](What are Actions)
**Actions** are operations that Closum can execute, either internally or as a response to events coming from other applications.
These actions can be used:
* As a result of a Closum trigger
* Or as the destination of triggers from external tools

### Available Actions (Closum)
#### Lead Management
* **Lead: Add Lead**
* **Lead: Update Lead**
* **Lead: Edit by Email**
* **Lead: View Details**
* **Lead: Delete**
#### Communication
* **Email: Send Template**
* **SMS: Send One-Time Message**
* **WhatsApp: Send Message Template**
#### Contact Management
* **Contact: Add Tag**
* **Contact: Add Tag by Email**
* **Contact: Remove**
* **Contact: Remove Tag by Email**
#### Other
* **SMS: Check Credits**
* **Tag: Create New**
* **Custom API Request**
👉 Integration example:
A new contact is created in an external form → Action in Closum automatically creates the lead.

## ${color}[#000000](The role of Tools)
**Tools** allow you to transform data, control logic, and adapt flows between different systems.

They are especially important in integrations, where:
* Data comes in different formats
* Validation or enrichment is required
* Conditional logic is needed between systems

### Example use cases in integrations
* Formatting phone numbers before sending to another app
* Parsing JSON from external APIs
* Applying conditions before creating or updating leads
* Distributing leads across teams (round robin)
* Adding delays between multi-channel communications

## ${color}[#000000](How it works in real integrations)
### Example 1: Closum → External CRM
* Trigger: WhatsApp message received in Closum
* Tool: Parse and structure data
* Action: Send data to external API

### Example 2: External Tool → Closum
* Trigger: New contact in an external platform
* Tool: Format data
* Action: Create lead in Closum
* Action: Send automated WhatsApp message

### Example 3: Bidirectional sync
* Trigger: Contact updated in Closum
* Action: Update external CRM
* Trigger: Update in external CRM
* Action: Update contact in Closum

## ${color}[#000000](Best practices for integrations)
* Ensure data consistency across systems
* Use Tools to normalize data
* Avoid lead duplication
* Use conditions (branching) to control flows
* Monitor API errors

## ${color}[#000000](Conclusion)
In the Closum Marketplace, **Triggers and Actions from the application act as connection points between systems**.

This allows you to:
* Automate processes across multiple tools
* Centralize communication and data in Closum
* Scale operations without increasing manual effort

By combining Triggers, Actions and Tools, you can build robust and flexible integrations tailored to any business workflow.