Convert won deals into paying customers

When a deal is marked won in Salesforce, automatically create a new customer in Epos Now to start subscription billing.

Try:

See all Salesforce + Epos Now 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.

Salesforce Explore Salesforce →

Triggers

New lead created

Fires when a new lead or contact is created in Salesforce.

Deal stage changed

Fires when a deal moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update deal stage

Moves a deal to a new stage in Salesforce.

Log activity

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

Epos Now Explore Epos Now →

Triggers

New customer

Fires when a new customer is created in Epos Now.

Subscription canceled

Fires when a subscription is canceled in Epos Now.

New invoice generated

Fires when a new invoice is generated in Epos Now.

Payment failed

Fires when a payment attempt fails in Epos Now.

Actions

Create customer

Creates a new customer in Epos Now.

Create subscription

Creates a new subscription in Epos Now.

Cancel subscription

Cancels an existing subscription in Epos Now.

Update customer

Updates a customer's billing details in Epos Now.

Log canceled subscriptions on CRM deals When a subscription is canceled in Epos Now, update the deal stage in Salesforce so sales reps can attempt churn recovery. See details

Track invoice generation in customer activity logs When a new invoice is generated in Epos Now, log an activity record on the contact profile in Salesforce. See details

See all Salesforce + Epos Now integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Convert won deals into paying customers” between Salesforce and Epos Now?

Yes — describe it in the box above and Knit's Integrations Agent researches Salesforce and Epos Now'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 Epos Now and Salesforce help sales teams?

Sales representatives can track subscriber status, renewals, and churn directly within Salesforce without needing access to financial tools.

Can a won deal automatically convert into an active billing customer?

Yes, winning a deal in Salesforce can instantly create a corresponding customer account in Epos Now to streamline invoicing.