Close

Close Playbooks API

The playbooks API from Close — 4 operation(s) for playbooks.

GitHub OpenAPI

Operations 7

GET /playbook/ List or filter playbooks #
POST /playbook/ Create a playbook #
GET /playbook/{id}/ Fetch a single playbook #
PUT /playbook/{id}/ Update a playbook #
DELETE /playbook/{id}/ Delete a playbook #
POST /playbook/{id}/archive/ Archive a playbook #
POST /playbook/{id}/unarchive/ Unarchive a playbook #

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/close/refs/heads/main/openapi/close-playbooks-api-openapi.yml

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OpenAPI Specification

close-playbooks-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  description: Close CRM REST API
  title: Close Playbooks API
  version: 1.0.0
servers:
- url: https://api.close.com/api/v1
security:
- ApiKeyAuth: []
- OAuth2: []
tags:
- name: playbooks
  externalDocs:
    url: https://developer.close.com/api/resources/playbooks
paths:
  /playbook/:
    get:
      operationId: playbooks_list
      tags:
      - playbooks
      summary: List or filter playbooks
      description: Fetch a list of playbooks for the organization. Results are sorted by position ascending.
      parameters:
      - $ref: '#/components/parameters/LimitParam'
      - $ref: '#/components/parameters/SkipParam'
      - in: query
        name: is_archived
        required: false
        description: Filter for archived or not-archived playbooks. When not provided, both archived and not-archived playbooks will be returned.
        schema:
          title: Is Archived
          default: null
          anyOf:
          - type: boolean
          - type: 'null'
      - in: query
        name: position__gt
        required: false
        description: Filters for where the playbook's `position` is greater than the given value.
        schema:
          title: Position greater than
          default: null
          anyOf:
          - type: integer
          - type: 'null'
      - in: query
        name: created_at__lt
        required: false
        description: Filters for where the playbook's `created_at` (creation date) is before the given value.
        schema:
          title: Created At less than
          default: null
          anyOf:
          - type: string
            format: date-time
          - type: 'null'
      responses:
        '200':
          content:
            application/json:
              example:
                data:
                - archived_at: null
                  archived_by_id: null
                  created_at: '2025-07-29T10:30:00.000000+00:00'
                  created_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
                  custom_field_ids:
                  - cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq
                  - cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c
                  description: Initial discovery call with prospect.
                  id: convtyp_03oUxZfoO6e2vHmcz1DiHR
                  name: Discovery Call
                  organization_id: orga_AbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                  outcome_ids:
                  - outcome_030Xl5QwKi7tPRLRtnuef3
                  - outcome_03oUxZfoO6e2vHmcz1DiHR
                  position: 0
                  summary_guidance: Summarize the prospect's pain points and next steps.
                  updated_at: '2025-07-29T10:30:00.000000+00:00'
                  updated_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
                has_more: false
              schema:
                type: object
                properties:
                  data:
                    items:
                      $ref: '#/components/schemas/Playbook'
                    type: array
                  has_more:
                    type: boolean
                required:
                - data
                - has_more
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    post:
      operationId: playbooks_create
      tags:
      - playbooks
      summary: Create a playbook
      description: Create a new playbook for the organization.
      requestBody:
        content:
          application/json:
            example:
              custom_field_ids:
              - cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq
              - cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c
              description: Initial discovery call with prospect.
              name: Discovery Call
              outcome_ids:
              - outcome_030Xl5QwKi7tPRLRtnuef3
              - outcome_03oUxZfoO6e2vHmcz1DiHR
              summary_guidance: Summarize the prospect's pain points and next steps.
            schema:
              $ref: '#/components/schemas/CreatePlaybook'
        required: true
      responses:
        '201':
          content:
            application/json:
              example:
                archived_at: null
                archived_by_id: null
                created_at: '2025-07-29T10:30:00.000000+00:00'
                created_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
                custom_field_ids:
                - cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq
                - cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c
                description: Initial discovery call with prospect.
                id: convtyp_03oUxZfoO6e2vHmcz1DiHR
                name: Discovery Call
                organization_id: orga_AbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                outcome_ids:
                - outcome_030Xl5QwKi7tPRLRtnuef3
                - outcome_03oUxZfoO6e2vHmcz1DiHR
                position: 0
                summary_guidance: Summarize the prospect's pain points and next steps.
                updated_at: '2025-07-29T10:30:00.000000+00:00'
                updated_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
              schema:
                $ref: '#/components/schemas/Playbook'
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
  /playbook/{id}/:
    get:
      operationId: playbooks_get
      tags:
      - playbooks
      summary: Fetch a single playbook
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              example:
                archived_at: null
                archived_by_id: null
                created_at: '2025-07-29T10:30:00.000000+00:00'
                created_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
                custom_field_ids:
                - cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq
                - cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c
                description: Initial discovery call with prospect.
                id: convtyp_03oUxZfoO6e2vHmcz1DiHR
                name: Discovery Call
                organization_id: orga_AbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                outcome_ids:
                - outcome_030Xl5QwKi7tPRLRtnuef3
                - outcome_03oUxZfoO6e2vHmcz1DiHR
                position: 0
                summary_guidance: Summarize the prospect's pain points and next steps.
                updated_at: '2025-07-29T10:30:00.000000+00:00'
                updated_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
              schema:
                $ref: '#/components/schemas/Playbook'
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    put:
      operationId: playbooks_update
      tags:
      - playbooks
      summary: Update a playbook
      description: Update an existing playbook.
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            example:
              name: Renamed Discovery Call
            schema:
              $ref: '#/components/schemas/UpdatePlaybook'
        required: true
      responses:
        '200':
          content:
            application/json:
              example:
                archived_at: null
                archived_by_id: null
                created_at: '2025-07-29T10:30:00.000000+00:00'
                created_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
                custom_field_ids:
                - cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq
                - cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c
                description: Initial discovery call with prospect.
                id: convtyp_03oUxZfoO6e2vHmcz1DiHR
                name: Renamed Discovery Call
                organization_id: orga_AbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                outcome_ids:
                - outcome_030Xl5QwKi7tPRLRtnuef3
                - outcome_03oUxZfoO6e2vHmcz1DiHR
                position: 0
                summary_guidance: Summarize the prospect's pain points and next steps.
                updated_at: '2025-07-29T10:30:00.000000+00:00'
                updated_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
              schema:
                $ref: '#/components/schemas/Playbook'
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    delete:
      operationId: playbooks_delete
      tags:
      - playbooks
      summary: Delete a playbook
      description: Delete an existing playbook.
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      responses:
        '204':
          description: No content
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
  /playbook/{id}/archive/:
    post:
      operationId: playbooks_archive
      tags:
      - playbooks
      summary: Archive a playbook
      description: Archive an existing playbook. Archived playbooks are hidden from active listings but retain their associated history.
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              example:
                archived_at: '2025-07-29T11:00:00.000000+00:00'
                archived_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
                created_at: '2025-07-29T10:30:00.000000+00:00'
                created_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
                custom_field_ids:
                - cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq
                - cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c
                description: Initial discovery call with prospect.
                id: convtyp_03oUxZfoO6e2vHmcz1DiHR
                name: Discovery Call
                organization_id: orga_AbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                outcome_ids:
                - outcome_030Xl5QwKi7tPRLRtnuef3
                - outcome_03oUxZfoO6e2vHmcz1DiHR
                position: null
                summary_guidance: Summarize the prospect's pain points and next steps.
                updated_at: '2025-07-29T10:30:00.000000+00:00'
                updated_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
              schema:
                $ref: '#/components/schemas/Playbook'
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
  /playbook/{id}/unarchive/:
    post:
      operationId: playbooks_unarchive
      tags:
      - playbooks
      summary: Unarchive a playbook
      description: Restore a previously archived playbook to active status.
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              example:
                archived_at: null
                archived_by_id: null
                created_at: '2025-07-29T10:30:00.000000+00:00'
                created_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
                custom_field_ids:
                - cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq
                - cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c
                description: Initial discovery call with prospect.
                id: convtyp_03oUxZfoO6e2vHmcz1DiHR
                name: Discovery Call
                organization_id: orga_AbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                outcome_ids:
                - outcome_030Xl5QwKi7tPRLRtnuef3
                - outcome_03oUxZfoO6e2vHmcz1DiHR
                position: 0
                summary_guidance: Summarize the prospect's pain points and next steps.
                updated_at: '2025-07-29T10:30:00.000000+00:00'
                updated_by_id: user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
              schema:
                $ref: '#/components/schemas/Playbook'
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
components:
  schemas:
    Playbook:
      title: Playbook
      type: object
      properties:
        archived_at:
          title: Archived At
          anyOf:
          - type: string
            format: date-time
          - type: 'null'
        archived_by_id:
          title: Archived By ID
          anyOf:
          - type: string
          - type: 'null'
        created_at:
          title: Created At
          type: string
          format: date-time
        created_by_id:
          title: Created By ID
          type: string
        custom_field_ids:
          title: Custom Field IDs
          type: array
          items:
            type: string
        description:
          title: Description
          anyOf:
          - type: string
          - type: 'null'
        id:
          title: ID
          type: string
        name:
          title: Name
          type: string
        organization_id:
          title: Organization ID
          type: string
        outcome_ids:
          title: Outcome IDs
          type: array
          items:
            type: string
        position:
          title: Position
          anyOf:
          - type: integer
          - type: 'null'
        summary_guidance:
          title: Summary Guidance
          anyOf:
          - type: string
          - type: 'null'
        updated_at:
          title: Updated At
          type: string
          format: date-time
        updated_by_id:
          title: Updated By ID
          type: string
      required:
      - archived_at
      - archived_by_id
      - created_at
      - created_by_id
      - custom_field_ids
      - description
      - id
      - name
      - organization_id
      - outcome_ids
      - position
      - summary_guidance
      - updated_at
      - updated_by_id
    CreatePlaybook:
      title: CreatePlaybook
      type: object
      properties:
        custom_field_ids:
          title: Custom Field IDs
          description: IDs of [Shared Custom Fields](/api/resources/custom-fields/custom-fields-shared) to associate with this Playbook.
          type: array
          items:
            type: string
        description:
          title: Description
          description: Description of the playbook.
          anyOf:
          - type: string
          - type: 'null'
        name:
          title: Name
          type: string
        outcome_ids:
          title: Outcome IDs
          description: IDs of [Outcomes](/api/resources/outcomes/) that should be associated with this Playbook.
          type: array
          items:
            type: string
        summary_guidance:
          title: Summary Guidance
          description: Guidance for AI summaries of calls and meetings associated with this Playbook.
          anyOf:
          - type: string
          - type: 'null'
      required:
      - name
      additionalProperties: false
    UpdatePlaybook:
      title: UpdatePlaybook
      type: object
      properties:
        custom_field_ids:
          title: Custom Field IDs
          description: IDs of [Shared Custom Fields](/api/resources/custom-fields/custom-fields-shared) to associate with this Playbook.
          type: array
          items:
            type: string
        description:
          title: Description
          description: Description of the playbook.
          anyOf:
          - type: string
          - type: 'null'
        name:
          title: Name
          type: string
        outcome_ids:
          title: Outcome IDs
          description: IDs of [Outcomes](/api/resources/outcomes/) that should be associated with this Playbook.
          type: array
          items:
            type: string
        summary_guidance:
          title: Summary Guidance
          description: Guidance for AI summaries of calls and meetings associated with this Playbook.
          anyOf:
          - type: string
          - type: 'null'
      additionalProperties: false
  parameters:
    LimitParam:
      description: Number of results to return.
      in: query
      name: _limit
      required: false
      schema:
        default: 100
        type: integer
    SkipParam:
      description: Number of results to skip before returning, for pagination.
      in: query
      name: _skip
      required: false
      schema:
        default: 0
        type: integer
  securitySchemes:
    ApiKeyAuth:
      description: Use your API key as the username and leave the password empty.
      scheme: basic
      type: http
    OAuth2:
      flows:
        authorizationCode:
          authorizationUrl: https://app.close.com/oauth2/authorize/
          scopes:
            all.full_access: Full access to all resources
            offline_access: Request a refresh token
          tokenUrl: https://api.close.com/oauth2/token/
      type: oauth2