Refresh marketing reporting dashboards when new leads arrive

When a new lead is captured in Act-On, automatically refresh reporting dashboards in ArborNote to display up-to-date pipeline metrics.

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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.

Act-On Explore Act-On →

Triggers

New lead captured

Fires when a new lead or contact is captured in Act-On.

Contact enters a workflow

Fires when a contact enters an automation in Act-On.

Contact updated

Fires when a field on a contact changes in Act-On.

Contact unsubscribed

Fires when a contact unsubscribes in Act-On.

Actions

Create or update a contact

Creates or updates a contact in Act-On.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Act-On.

Send a message

Sends an email or message to a contact via Act-On.

Apply or remove a tag

Changes a contact's tags in Act-On.

ArborNote Explore ArborNote →

Triggers

Report created

Fires when a new report or dashboard is created in ArborNote.

Metric threshold crossed

Fires when a tracked metric in ArborNote crosses a set threshold.

Scheduled report ready

Fires when a scheduled report finishes generating in ArborNote.

Actions

Refresh dashboard

Creates or refreshes a dashboard in ArborNote.

Export report

Exports a report from ArborNote.

Send alert

Sends an alert when a metric changes in ArborNote.

Enroll contacts in campaigns when metrics cross thresholds When performance metrics cross a key threshold in ArborNote, automatically apply tags or add contacts to targeted nurturing campaigns in Act-On. See details

Dispatch marketing alerts when scheduled reports are ready When a scheduled report is ready in ArborNote, automatically send a summary message through Act-On to relevant marketing contacts. See details

See all Act-On + ArborNote integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Refresh marketing reporting dashboards when new leads arrive” between Act-On and ArborNote?

Yes — describe it in the box above and Knit's Integrations Agent researches Act-On and ArborNote'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 do ArborNote and Act-On work together to drive growth?

Metrics in ArborNote can automatically initiate targeted audience messaging in Act-On, while lead activities in Act-On keep reporting dashboards accurate.

Can campaign activity update analytics dashboards?

Yes, when new contacts enter workflows in Act-On, reporting dashboard updates or alerts can initiate automatically in ArborNote.