Close + InvoiceBerry Integrations
Put Close + InvoiceBerry to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Close and InvoiceBerry
See the kind of workflows teams build with Close and InvoiceBerry below — describe the exact one you want above and the Agent builds it on demand.
Close + InvoiceBerry
When a new client is added in InvoiceBerry, create or update the lead record in Close.
Turn closed deals into client invoices
When a deal is marked won in Close, automatically create an invoice in InvoiceBerry so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in InvoiceBerry, automatically update the deal stage in Close to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Close, automatically sync the customer record in InvoiceBerry to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with Close and InvoiceBerry?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Close and InvoiceBerry
Everything Close and InvoiceBerry 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.
InvoiceBerry Explore InvoiceBerry →
InvoiceBerry is an online invoicing and expense tracking software designed for small businesses, freelancers, and sole traders.
TriggersTriggers when a new client is created.
Triggers when a new credit note is created.
Triggers when a new expense is created.
Triggers when a new invoice is created.
Triggers when a new item is created.
Triggers when a new quote is created.
Creates a new client.
Adds a new recurring invoice.
Adds a new expense.
Adds a new Invoice.
Adds a new item.
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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 + InvoiceBerry
Is there a pre-built Close + InvoiceBerry automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Close and InvoiceBerry's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Close or InvoiceBerry connector?
No. The Agent works whether or not Close or InvoiceBerry 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 linking InvoiceBerry and Close streamline the sales-to-finance handoff?
Closing a deal in Close can instantly create an invoice in InvoiceBerry, eliminating manual keying and speeding up revenue collection.
Can payment notifications in InvoiceBerry update deal stages in Close?
Yes, when a customer settles an invoice in InvoiceBerry, the corresponding deal stage in Close can automatically update to reflect a completed transaction.