Kapta · 15/09/2026
It can be part of that workflow, but the sales status needs sufficient data and an approval rule. Winning an opportunity does not prove the customer has paid or automatically determine the required document.
Which data can connect the CRM to operations?
The Close developer platform provides APIs and events for contacts and sales data. The project should select the necessary fields and permissions. Close documentation.
What should the opportunity contain?
Include the billing entity, sold services, quantities and accepted proposal reference. A salesperson entering only a total may leave insufficient information to build document line items.
What if somebody reopens the opportunity?
The status change should find the existing operation rather than immediately creating another one. Define price revisions, sales reversed after approval and customer changes. Keep the document link accessible to the sales team.
How should the Kapta integration be scoped?
Start with one pipeline and sale type. Specify whether the result is a draft for review or a document issued under approved rules. Test a reopened opportunity and a multi-line sale before expanding the scope.
