GoCardless Close

When new mandate created in GoCardless, sync it to Close.

When a new mandate is created in GoCardless, update opportunity status in Close.

Try:

See all GoCardless + Close 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.

GoCardless Explore GoCardless →

Triggers
New customer

Fires when a new customer is created in GoCardless.

Subscription canceled

Fires when a subscription is canceled in GoCardless.

New invoice generated

Fires when a new invoice is generated in GoCardless.

Payment failed

Fires when a payment attempt fails in GoCardless.

Actions
Create customer

Creates a new customer in GoCardless.

Create subscription

Creates a new subscription in GoCardless.

Cancel subscription

Cancels an existing subscription in GoCardless.

Update customer

Updates a customer's billing details in GoCardless.

Close Explore Close →

Triggers
New contact or lead

Fires when a new contact or lead is added to Close.

Contact updated

Fires when a field on a contact changes in Close.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Close.

Deal won

Fires when a deal is marked won in Close.

Actions
Create or update contact

Creates or updates a contact in Close.

Create deal

Creates a new deal in Close.

Update record stage

Moves a deal or record to a new stage in Close.

Log activity

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

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

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

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FAQ

Common questions

Can Knit build “When new mandate created in GoCardless, sync it to Close.” between GoCardless and Close?

Yes — describe it in the box above and Knit's Integrations Agent researches GoCardless and Close'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 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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