GoCardless Close

GoCardless + Close Integrations, Built by an AI Agent

Put GoCardless + Close to work with AI and enterprise-grade automation

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See the kind of workflows teams build with GoCardless and Close below — describe the exact one you want above and the Agent builds it on demand.

GoCardless + Close When a new mandate is created in GoCardless, update opportunity status in Close. See details
Convert won deals into paying customers When a deal is marked won in Close, automatically create a new customer in GoCardless to start subscription billing. See details
Log canceled subscriptions on CRM deals When a subscription is canceled in GoCardless, update the deal stage in Close so sales reps can attempt churn recovery. See details
Track invoice generation in customer activity logs When a new invoice is generated in GoCardless, log an activity record on the contact profile in Close. See details

Browse the full workflow library →

Looking to achieve something else with GoCardless and Close?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for GoCardless and Close

Everything GoCardless and Close can do inside a workflow — the triggers that start one and the actions that run when it fires.

GoCardless Explore GoCardless →

GoCardless is a global direct debit payment solution that enables businesses to collect recurring subscription fees and bank invoices.

Triggers
New Payment Authorisation Request

Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.

Payment Authorisation Approved

Triggers when a customer successfully sets up their billing information.

Mandate Activated

Triggers when a payment mandate is activated.

Mandate Cancelled

Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).

New Mandate Created

Triggers when a payment mandate is created.

Payment Confirmed

Triggers when a payment has been collected, but not yet paid out to your account.

Actions
Create Mandate Authorisation Request

Creates a request to collect payments from a customer’s bank account. This authorisation is a pre-requisite for collecting direct debit payments.

Create Instant Bank Payment

Creates an instant bank payment request. Not available in all regions.

Create Instant First Payment + Direct Debit Mandate

Creates an instant first payment request and also request authorisation to collect future direct debit payments from a customer's bank account. Not available in all regions.

Create Direct Debit Payment

Create a direct debit payment. This can only be created when linked to a mandate

Create Subscription

Create a subscription. Must be linked to an active mandate.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Close Explore Close →

Close is a sales-focused customer relationship management system designed for inside sales teams to handle calling, emailing, and deal tracking.

Triggers
New Call Recording

Triggers when a new call recording or voicemail is added to Close.

New Call Transcript

Triggers when a new call or voicemail transcript is added to Close.

New Call

Triggers when a new Call is created or completed.

New Contact in Contact Smart View

Triggers when a new Contact is added to a Contact Smart View.

New Contact

Triggers when a new contact is created.

Published Custom Activity

Triggers when a Custom Activity is published (saved).

Actions
Add Address to Lead

Adds an address to a lead.

Create WhatsApp Message

Creates a new WhatsApp message.

Delete Logged Call

Delete logged call.

Delete Email

Delete an email on a lead.

Delete Email Address From Contact

Deletes a single email address from an existing contact.

Export Activity Report to CSV

Exports an activity overview or an activity comparison report to a CSV file.

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
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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.
H
Huynh H
Developer, Multiplier
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.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
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.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about GoCardless + Close

Is there a pre-built GoCardless + Close automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches GoCardless and Close's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built GoCardless or Close connector?

No. The Agent works whether or not GoCardless or Close 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 GoCardless 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 GoCardless to streamline invoicing.

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