Targetprocess + Close Integrations, Built by an AI Agent
Put Targetprocess + Close to work with AI and enterprise-grade automation
Learn more about Targetprocess integrations or talk to a human
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Workflows you can build between Targetprocess and Close
See the kind of workflows teams build with Targetprocess and Close below — describe the exact one you want above and the Agent builds it on demand.
Targetprocess + Close
When a bug is logged in Targetprocess, update account activity records in Close.
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Generate project tasks when deals are won
When a deal is won in Close, automatically create a project task in Targetprocess to kick off client onboarding.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Targetprocess, 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 Targetprocess and Close?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Targetprocess and Close
Everything Targetprocess and Close can do inside a workflow — the triggers that start one and the actions that run when it fires.
Targetprocess Explore Targetprocess →
An agile enterprise portfolio and project management tool designed to help organizations plan, track, and scale software development.
TriggersTriggers when a new Bug is added.
Triggers when a new Build is added by user.
Triggers when a new Comment is added to some Entity.
Triggers when new Feature is added by user.
Triggers when a new Iteration is added.
Triggers when a new Release is added.
Create new User-Requester and attach her to existing Request.
Change state of existing Entity. .
Creates a new Bug (defect, error, flaw, mistake, failure or fault in a computer program). Can relate to User Story. Can be assigned to Release and Iteration.
Creates a Build entity in a project. Bugs and source code Revisions can be assigned to Build.
Appends a new Comment to existing Entity.
Create a Feature, a high-level requirement which contains User Stories.
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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ActiveCollab
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Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
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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 Targetprocess + Close
Is there a pre-built Targetprocess + Close automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Targetprocess and Close's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Targetprocess or Close connector?
No. The Agent works whether or not Targetprocess 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 Targetprocess 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 Targetprocess.