GoProposal Close

GoProposal + Close Integrations, Built by an AI Agent

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

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

GoProposal + Close When a follow-up reminder triggers in GoProposal, create a task or activity in Close. See details
Generate and send contracts as deals advance When a deal stage changes in Close, automatically populate a contract template in GoProposal and send it to the client for signature. See details
Sync meeting notes directly into sales logs When a note is created or updated in GoProposal, automatically append its contents to the corresponding contact or deal activity log in Close. See details

Browse the full workflow library →

Looking to achieve something else with GoProposal 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 GoProposal and Close

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

GoProposal Explore GoProposal →

A proposal generation and pricing software tool built for accounting and bookkeeping firms.

Triggers
AML Check Ready

Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.

New Contact Created

Triggers when a new contact is created in GoProposal.

Contact Deleted

Triggers when a contact is deleted in GoProposal.

Contact Updated

Triggers when a contact is updated in GoProposal.

New Draft Proposal Created

Triggers when a draft proposal is created in GoProposal.

Follow-Up Date Reminder

Triggers when a follow-up date reminder fires for a proposal in GoProposal.

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 GoProposal + Close

Is there a pre-built GoProposal + Close automation?

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

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

No. The Agent works whether or not GoProposal 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.

Can moving a deal stage send a document for signature?

Yes, changing a deal stage in Close can automatically create a document from a template in GoProposal and dispatch it for signature.

How do document signature updates affect CRM deals?

When a document is sent for signature in GoProposal, you can automatically update the deal stage or log activity in Close to keep pipeline tracking current.

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