iClosed bidbuild

iClosed + bidbuild Integrations, Built by an AI Agent

Put iClosed + bidbuild to work with AI and enterprise-grade automation

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

Generate invoices automatically when appointments are booked When a client books a session in iClosed, automatically create a draft or ready-to-send invoice in bidbuild to streamline your billing process. See details
Schedule follow-up consultations when invoices are paid When a payment is received in bidbuild, automatically create a new booking or update the customer's profile in iClosed so their next session is prepared. See details
Sync new appointment contacts directly to your accounting records When a new customer books for the first time in iClosed, automatically sync their record into bidbuild so financial history stays tied to the right profile. See details

Browse the full workflow library →

Looking to achieve something else with iClosed and bidbuild?

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

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Triggers & actions for iClosed and bidbuild

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

iClosed Explore iClosed →

iClosed is a sales appointment scheduling tool designed to streamline meeting bookings, lower show-up rates, and manage remote sales calendars.

Triggers
Contact Custom Field Updated

Triggers when a contact custom field is updated in iClosed.

Setter Owner Assigned

Triggers when a setter owner is assigned to a contact

Call Cancelled

Triggers when a call is cancelled by an Invitee or by a Closer.

Call Outcome

Triggers when an outcome of a call is added in iClosed.

Call Rescheduled

Triggers when an upcoming call is rescheduled to a new date.

Contact by Status

Triggers when contact status is changed on every step of it's scheduler journey

Actions
Add Call Outcome

Action for add call outcome in iClosed.

Update Contact Custom Field

Action for updating contact custom field answer in iClosed

Assign Setter Owner

Action for assigning Setter owner in Global Data - Appointment Settings.

Cancel Call

Action for cancelling a call in iClosed.

Create Contact

Create a contact in iClosed app

Create Note

Create a note in iClosed app.

bidbuild Explore bidbuild →

bidbuild is a construction management platform that helps contractors streamline project bidding, estimating, and invoice management.

Actions
Create Lead

Creates a new lead

Create Logged Activity

Creates a lead activity that already happened

Create Planned Activity

Creates a planned lead activity

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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 iClosed + bidbuild

Is there a pre-built iClosed + bidbuild automation?

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

Does this require a pre-built iClosed or bidbuild connector?

No. The Agent works whether or not iClosed or bidbuild 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 an invoice be created automatically when an appointment is booked?

Yes, whenever a client schedules a paid session in iClosed, a corresponding invoice can be generated automatically in bidbuild.

How do customer records stay consistent between appointment booking and accounting?

When a new customer is added in iClosed, their client profile automatically syncs over to bidbuild for streamlined invoicing and record-keeping.

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