CRM & ERP systems

Close and Medesk integration

Q: Why is Albato the best alternative to Zapier for integrating Close and Medesk?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Close and Medesk. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Close and Medesk, Albato is the way to go!

Build smart, no-code workflows with Close and Medesk using triggers, actions, and AI logic—automate any process in minutes.

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no time limits on the free plan

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Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

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Trusted by 10,000+ teams around the world

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Medesk and Close integration

In Close and Medesk integration triggers start workflows when something happens, while actions make changes in response.

Triggers 9

New contact

Triggers

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New sms

Triggers

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Updated order has been received

Triggers

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Actions 20

Create Contact

Actions

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Update Contact

Actions

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New order

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect Close to Medesk

Create powerful Close integration with Medesk in just a few simple steps.

STEP 1

Connect Close to Medesk

Log in to Albato, select Close and Medesk, and follow the quick setup steps—no coding required. Integrate Close with Medesk with just a few clicks!

STEP 2

Build a workflow for your Close and Medesk integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between Close and Medesk. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Close + Medesk integration and access all premium features.

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Integrate Close with Medesk to make your business more efficient and organized. This setup automatically syncs customer data, keeps your sales pipeline up to date, and tracks key activities in real time—saving you time and reducing mistakes. With Close and Medesk connected, your teams stay in sync across departments, and updates show up instantly in both tools. Whether you're following up on leads, sending invoices, or supporting customers, this integration makes everyday tasks easier and ensures everyone has the most up-to-date info. Boost productivity with the smooth connection between Close and Medesk.

Medesk integration with Close

Close

Elevate your sales and productivity by integrating Close with over 1,000+ applications via Albato. This powerful integration, fortified by Close's extensive API, allows you to connect, integrate, and automate your CRM activities seamlessly. With Albato, Close becomes even more potent, enabling integrations with vital tools such as Google Sheets for advanced data management and reporting, Google Calendar for scheduling and reminders, Slack and Microsoft Teams for team collaboration, Salesforce and HubSpot for an encompassing CRM strategy, QuickBooks Online for financial tracking, Typeform for survey and lead generation, Shopify for e-commerce activities, and Squarespace for web content management. Utilize the versatile triggers and actions provided by these integrations to tailor your workflow, automate repetitive tasks, and ensure your sales team focuses on what they do best – closing deals.

Medesk

Enhance your medical practice management with Medesk's seamless integration and automation on Albato. Effortlessly connect Medesk to your favorite apps to streamline patient care, administrative tasks, and overall efficiency. With available triggers such as Updated Order Received, you can automate crucial processes and stay organized. Actions like creating new orders ensure that you're always on top of your practice's needs. Experience the power and convenience of Medesk's integration with Albato for a smarter, more connected medical practice management experience.

Learn how to connect Medesk to Close

3 min. read

Close: Connect to Albato

Close is the inside sales CRM of choice for startups and SMBs. Make more calls, send more emails and close more deals starting today.

Frequently asked questions about Close and Medesk Integration

Why is Albato the best alternative to Zapier for integrating Close and Medesk?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Close and Medesk. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Close and Medesk, Albato is the way to go!

Does Close integrate with Medesk on the free plan?

Yes, you can integrate Close with Medesk using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Medesk and Close integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Close Medesk integration at no cost.

How to connect Medesk to Close for scheduled syncs?

To sync Medesk with Close on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Close integration with Medesk seamless and tailored to your specific needs.

Does Close integrate with Medesk in real time?

Yes, Close integrates with Medesk in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Close integration with Medesk instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Close and Medesk integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Medesk integration with Close, ensuring your workflows operate according to your requirements.

How to connect Close to Medesk?

Setting up an integration between Close and Medesk on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Close and Medesk from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Close (the trigger) that will cause an action in Medesk, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Close and Medesk, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Close and Medesk, automating your workflows and saving you time.

How to connect Close to Medesk to sync historical data?

To sync Close with Medesk and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Medesk integration with Close, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Medesk to Close for two-way synchronization?

To integrate Medesk with Close for two-way synchronization, Albato uses a system of triggers and actions. You can link Close to Medesk by setting up two separate automations. The first automation sent data from Close to Medesk. For instance, when a record is created or updated in Close, the automation ensures the changes are reflected in Medesk. The second automation works in reverse, updating Close when changes occur in Medesk.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Medesk Close integration and keeps your data consistent across both platforms.

Build your automation for free!

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Close and Medesk integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Medesk and Close integration

New contact

New sms

Updated order has been received

Create Contact

Update Contact

New order

What users say about Albato

How to Connect Close to Medesk

Connect Close to Medesk

Build a workflow for your Close and Medesk integration

Map your data

How does the integration with Close and Medesk works in Albato?

Medesk integration with Close

Close

Medesk

Learn how to connect Medesk to Close

Close: Connect to Albato

Frequently asked questions about Close and Medesk Integration

Why is Albato the best alternative to Zapier for integrating Close and Medesk?

Does Close integrate with Medesk on the free plan?

How to connect Medesk to Close for scheduled syncs?

Does Close integrate with Medesk in real time?

How to connect Close to Medesk?

How to connect Close to Medesk to sync historical data?

How to connect Medesk to Close for two-way synchronization?

Build your automation for free!