Log canceled subscriptions on CRM deals

When a subscription is canceled in Upodi, update the deal stage in Close so sales reps can attempt churn recovery.

Try:

See all Close + Upodi integrations or talk to a human

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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 →

Triggers

New lead created

Fires when a new lead or contact is created in Close.

Deal stage changed

Fires when a deal moves to a new stage in Close.

Deal won

Fires when a deal is marked won in Close.

Contact updated

Fires when a field on a contact changes in Close.

Actions

Create or update contact

Creates or updates a contact in Close.

Create deal

Creates a new deal in Close.

Update deal stage

Moves a deal to a new stage in Close.

Log activity

Logs a call, email, or note against a record in Close.

Upodi Explore Upodi →

Triggers

New customer

Fires when a new customer is created in Upodi.

Subscription canceled

Fires when a subscription is canceled in Upodi.

New invoice generated

Fires when a new invoice is generated in Upodi.

Payment failed

Fires when a payment attempt fails in Upodi.

Actions

Create customer

Creates a new customer in Upodi.

Create subscription

Creates a new subscription in Upodi.

Cancel subscription

Cancels an existing subscription in Upodi.

Update customer

Updates a customer's billing details in Upodi.

Convert won deals into paying customers When a deal is marked won in Close, automatically create a new customer in Upodi to start subscription billing. See details

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

See all Close + Upodi integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log canceled subscriptions on CRM deals” between Close and Upodi?

Yes — describe it in the box above and Knit's Integrations Agent researches Close and Upodi'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 Upodi and Close help sales teams?

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

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

Yes, winning a deal in Close can instantly create a corresponding customer account in Upodi to streamline invoicing.