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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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.
Close Explore Close →
TriggersFires when a new lead or contact is created in Close.
Fires when a deal moves to a new stage in Close.
Fires when a deal is marked won in Close.
Fires when a field on a contact changes in Close.
Creates or updates a contact in Close.
Creates a new deal in Close.
Moves a deal to a new stage in Close.
Logs a call, email, or note against a record in Close.
Filepass Explore Filepass →
TriggersFires when a new file is uploaded to Filepass.
Fires when a file in Filepass is shared with someone new.
Fires when a folder's contents change in Filepass.
Uploads a file to Filepass.
Creates a new folder in Filepass.
Shares a file from Filepass with a link or user.
More Close + Filepass workflows
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.
See details
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.
See details
See all Close + Filepass integrations → · Browse the full workflow library →
Common questions
Can Knit build “Build dedicated customer folders for new deals” between Close and Filepass?
Yes — describe it in the box above and Knit's Integrations Agent researches Close and Filepass'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 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.