Refresh performance dashboards upon winning a deal

Whenever a deal is marked won in Close, prompt Visible to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.

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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.

Close Explore Close →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Close.

Contact updated

Fires when a field on a contact changes in Close.

Actions

Create or update contact

Creates or updates a contact in Close.

Create deal

Creates a new deal in Close.

Update deal stage

Moves a deal to a new stage in Close.

Log activity

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

Visible Explore Visible →

Triggers

Report created

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

Metric threshold crossed

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

Scheduled report ready

Fires when a scheduled report finishes generating in Visible.

Actions

Refresh dashboard

Creates or refreshes a dashboard in Visible.

Export report

Exports a report from Visible.

Send alert

Sends an alert when a metric changes in Visible.

Log sales task when key metric threshold is breached When performance metrics cross a specified boundary in Visible, automatically log an activity in Close so account managers can respond promptly. See details

Export executive report when a high-value lead is created When a new lead enters Close, automatically generate and export a detailed analytics report in Visible to evaluate marketing campaign performance. See details

See all Close + Visible integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Refresh performance dashboards upon winning a deal” between Close and Visible?

Yes — describe it in the box above and Knit's Integrations Agent researches Close and Visible'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 Visible to Close help our sales team?

It automatically logs sales milestones into Visible for real-time reporting and lets BI alerts update record details or log activities in Close when key thresholds are reached.

Can dashboard updates be automated when deals close in Close?

Yes, whenever key milestones like winning a deal occur in Close, Visible can automatically refresh dashboards or export updated reports for leadership.