Epos Now + Salesforce Integrations
Put Epos Now + Salesforce to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Epos Now and Salesforce
See the kind of workflows teams build with Epos Now and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
Epos Now + Salesforce
When a new customer rating is recorded in Epos Now, update the corresponding account or contact record in Salesforce.
Convert won deals into paying customers
When a deal is marked won in Salesforce, automatically create a new customer in Epos Now to start subscription billing.
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Log canceled subscriptions on CRM deals
When a subscription is canceled in Epos Now, update the deal stage in Salesforce so sales reps can attempt churn recovery.
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Track invoice generation in customer activity logs
When a new invoice is generated in Epos Now, log an activity record on the contact profile in Salesforce.
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Browse the full workflow library →
Looking to achieve something else with Epos Now and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Epos Now and Salesforce
Everything Epos Now and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
Epos Now Explore Epos Now →
A cloud-based point of sale and payment processing system designed for retail store and hospitality business operations.
TriggersTriggers when a booking is created.
Triggers when a customer is created.
Triggers when a customer gives you a new rating.
Triggers when a transaction is made.
Triggers when a product is created.
Adds a new booking.
Adds a new customer.
Adds a new product.
Creates a new transaction.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Other Subscription Management apps on Knit
Explore more Subscription Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AffiniPay
AffiniPay is an online payment processing platform tailored for professional services firms to accept credit cards and eChecks.
Andpay
Andpay is subscription management software.
Billsby
A recurring billing and subscription management software designed to automate customer invoicing and payment collection.
Bit2Me
Bit2Me is a cryptocurrency platform providing digital wallet services, crypto exchanges, and payment gateway solutions for buyers and merchants.
Blink Payment
Blink Payment is payment processing and subscription management software designed to handle recurring payments and merchant invoicing.
Braintree
Braintree is a merchant payment gateway and processing service by PayPal that enables online businesses to accept credit cards and digital wallets.
BTCPay Server
BTCPay Server is a self-hosted cryptocurrency payment processor that enables merchants to accept Bitcoin and digital assets.
ChargeAutomation
ChargeAutomation is a payment and guest experience automation platform that processes hotel deposits, digital check-ins, and upsells.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
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 Epos Now + Salesforce
Is there a pre-built Epos Now + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Epos Now and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Epos Now or Salesforce connector?
No. The Agent works whether or not Epos Now or Salesforce 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 connecting Epos Now and Salesforce help sales teams?
Sales representatives can track subscriber status, renewals, and churn directly within Salesforce without needing access to financial tools.
Can a won deal automatically convert into an active billing customer?
Yes, winning a deal in Salesforce can instantly create a corresponding customer account in Epos Now to streamline invoicing.