Convert won deals into paying customers

When a deal is marked won in Class Manager, automatically create a new customer in GoCardless to start subscription billing.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Class Manager Explore Class Manager →

Triggers

New lead created

Fires when a new lead or contact is created in Class Manager.

Deal stage changed

Fires when a deal moves to a new stage in Class Manager.

Deal won

Fires when a deal is marked won in Class Manager.

Contact updated

Fires when a field on a contact changes in Class Manager.

Actions

Create or update contact

Creates or updates a contact in Class Manager.

Create deal

Creates a new deal in Class Manager.

Update deal stage

Moves a deal to a new stage in Class Manager.

Log activity

Logs a call, email, or note against a record in Class Manager.

GoCardless Explore GoCardless →

Triggers

New customer

Fires when a new customer is created in GoCardless.

Subscription canceled

Fires when a subscription is canceled in GoCardless.

New invoice generated

Fires when a new invoice is generated in GoCardless.

Payment failed

Fires when a payment attempt fails in GoCardless.

Actions

Create customer

Creates a new customer in GoCardless.

Create subscription

Creates a new subscription in GoCardless.

Cancel subscription

Cancels an existing subscription in GoCardless.

Update customer

Updates a customer's billing details in GoCardless.

Log canceled subscriptions on CRM deals When a subscription is canceled in GoCardless, update the deal stage in Class Manager so sales reps can attempt churn recovery. See details

Track invoice generation in customer activity logs When a new invoice is generated in GoCardless, log an activity record on the contact profile in Class Manager. See details

See all Class Manager + GoCardless integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Convert won deals into paying customers” between Class Manager and GoCardless?

Yes — describe it in the box above and Knit's Integrations Agent researches Class Manager and GoCardless's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting GoCardless and Class Manager help sales teams?

Sales representatives can track subscriber status, renewals, and churn directly within Class Manager without needing access to financial tools.

Can a won deal automatically convert into an active billing customer?

Yes, winning a deal in Class Manager can instantly create a corresponding customer account in GoCardless to streamline invoicing.