Create a board in Miro when a task is created in Close

Launch this workflow to connect Close CRM & Miro !

■Overview

Do you use the CRM tool Close for task management and the online whiteboard Miro for organizing ideas and brainstorming, but find it time-consuming to create boards manually each time? With this workflow, you can automatically create a Miro board whenever a new task is created in Close. By seamlessly connecting Close and Miro, you can streamline the preparation needed to organize thoughts and share information based on each task.

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■Who Should Use This Template

Teams using Close and Miro that want to eliminate the hassle of creating boards manually
Teams that use Miro for brainstorming and planning based on tasks managed in Close
Anyone looking to automate workflows across sales activities or project management and improve productivity

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■Benefits of Using This Template

A Miro board is automatically created whenever a task is created in Close, reducing the time and effort required to create boards manually
Automatically preparing the appropriate board for each task helps prevent missed board creation and ensures that thought organization and information-sharing preparations are completed without gaps

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■How the Flowbot Works

First, connect Miro and Close to Yoom
Next, select Close as the trigger and set the “New Task” action
Finally, select Miro as the operation and set the “Create a board” action. This automatically creates a relevant Miro board based on the task information in Close

※“Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts

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■Customization Options

When configuring the action to create a board in Miro, you can set access permissions for the board based on your team’s operating rules. For example, you can grant editing access only to specific members or allow view-only access for greater flexibility

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■Notes

Connect both Close and Miro to Yoom.
Close is available on the Mini plan and higher. Please note that operations and Data Connect configured in Flowbots will result in errors on the Free and Personal plans.
Paid plans, including the Personal, Mini, Team, and Success plans, are available with a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.

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About the Apps

Close CRM

Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.

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Miro

Yoom allows integration with Miro's API without code, enabling operations on Miro via the API. For example, you can automatically create Miro boards and invite users, or automatically create sticky notes and cards on Miro boards.

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About the apps you use

Close CRM

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