Close + Filepass Integrations
Put Close + Filepass to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Close and Filepass
See the kind of workflows teams build with Close and Filepass below — describe the exact one you want above and the Agent builds it on demand.
Close + Filepass
Automatically create a new project in Filepass when an opportunity is updated in Close.
Build dedicated customer folders for new deals
When a deal reaches a new stage in Close, automatically create a dedicated folder in Filepass to organize contracts, briefs, and client collateral.
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Log client file updates directly to pipeline activities
When a client uploads a new document in Filepass, automatically log an activity note on the matching account in Close so account managers stay informed.
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Store signed proposals when deals are won
When a sales representative marks a deal won in Close, automatically share the corresponding onboarding folder in Filepass with the customer success team.
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Browse the full workflow library →
Looking to achieve something else with Close and Filepass?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Close and Filepass
Everything Close and Filepass can do inside a workflow — the triggers that start one and the actions that run when it fires.
Close Explore Close →
Close is a sales-focused customer relationship management system designed for inside sales teams to handle calling, emailing, and deal tracking.
TriggersTriggers when a new call recording or voicemail is added to Close.
Triggers when a new call or voicemail transcript is added to Close.
Triggers when a new Call is created or completed.
Triggers when a new Contact is added to a Contact Smart View.
Triggers when a new contact is created.
Triggers when a Custom Activity is published (saved).
Adds an address to a lead.
Creates a new WhatsApp message.
Delete logged call.
Delete an email on a lead.
Deletes a single email address from an existing contact.
Exports an activity overview or an activity comparison report to a CSV file.
Filepass Explore Filepass →
Filepass is a secure file sharing and collaboration platform designed specifically for audio engineers and music producers.
TriggersTriggers when a comment has been added to a file.
Triggers when a file or folder has successfully processed.
Triggers when a payment has been successfully completed.
Create a new project.
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Other Files & Storage apps on Knit
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Close + Filepass
Is there a pre-built Close + Filepass automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Close and Filepass's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Close or Filepass connector?
No. The Agent works whether or not Close or Filepass already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does integrating Filepass with Close streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in Filepass directly to deal records in Close, saving reps time and keeping files organized.
Can changes in customer details in Close update our file storage in Filepass?
Yes, when deal stages change or leads are created in Close, project folders can be created or updated automatically in Filepass.