ProcessPlan + Close Integrations
Put ProcessPlan + Close to work with AI and enterprise-grade automation
Learn more about ProcessPlan integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between ProcessPlan and Close
See the kind of workflows teams build with ProcessPlan and Close below — describe the exact one you want above and the Agent builds it on demand.
ProcessPlan + Close
When a process instance is completed in ProcessPlan, update the lead or opportunity stage in Close.
Generate project tasks when deals are won
When a deal is won in Close, automatically create a project task in ProcessPlan to kick off client onboarding.
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Update CRM deal stages when project tasks complete
When a milestone task is completed in ProcessPlan, automatically update the deal stage in Close to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in ProcessPlan, automatically log the activity in Close on the customer record.
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Browse the full workflow library →
Looking to achieve something else with ProcessPlan and Close?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for ProcessPlan and Close
Everything ProcessPlan and Close can do inside a workflow — the triggers that start one and the actions that run when it fires.
ProcessPlan Explore ProcessPlan →
ProcessPlan is a business process automation and workflow management platform for standardizing and tracking repeated business tasks.
TriggersTriggers when a field value is changed.
Triggers when a process instance is completed.
Triggers when a process instance is started.
Triggers when a task is assigned.
Triggers when a task is canceled.
Triggers when a task is completed.
Cancels a running process.
Updates one or more fields of process.
Cancels a Process Task
Completes a pending task in a running process.
Starts a Process Task out of order. Use with caution.
Starts a new process instance and populates it's fields.
Close Explore Close →
Close is a sales-focused customer relationship management system designed for inside sales teams to handle calling, emailing, and deal tracking.
TriggersTriggers when a new call recording or voicemail is added to Close.
Triggers when a new call or voicemail transcript is added to Close.
Triggers when a new Call is created or completed.
Triggers when a new Contact is added to a Contact Smart View.
Triggers when a new contact is created.
Triggers when a Custom Activity is published (saved).
Adds an address to a lead.
Creates a new WhatsApp message.
Delete logged call.
Delete an email on a lead.
Deletes a single email address from an existing contact.
Exports an activity overview or an activity comparison report to a CSV file.
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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.
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 ProcessPlan + Close
Is there a pre-built ProcessPlan + Close automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ProcessPlan and Close's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built ProcessPlan or Close connector?
No. The Agent works whether or not ProcessPlan 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 ProcessPlan and Close help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Close automatically spin up project tasks?
Yes, when a deal is won or changes stages in Close, you can instantly create initial project tasks in ProcessPlan.