When person leaves segment in Custify, sync it to Close.

When a person leaves a segment in Custify, update lead status in Close.

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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.

Custify Explore Custify →

Triggers

Report created

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

Metric threshold crossed

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

Scheduled report ready

Fires when a scheduled report finishes generating in Custify.

Actions

Refresh dashboard

Creates or refreshes a dashboard in Custify.

Export report

Exports a report from Custify.

Send alert

Sends an alert when a metric changes in Custify.

Close Explore Close →

Triggers

New contact or lead

Fires when a new contact or lead is added to Close.

Contact updated

Fires when a field on a contact changes in Close.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Close.

Deal won

Fires when a deal is marked won in Close.

Actions

Create or update contact

Creates or updates a contact in Close.

Create deal

Creates a new deal in Close.

Update record stage

Moves a deal or record to a new stage in Close.

Log activity

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

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

Refresh performance dashboards upon winning a deal Whenever a deal is marked won in Close, prompt Custify to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking. 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 Custify to evaluate marketing campaign performance. See details

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

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FAQ

Common questions

Can Knit build “When person leaves segment in Custify, sync it to Close.” between Custify and Close?

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

It automatically logs sales milestones into Custify 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, Custify can automatically refresh dashboards or export updated reports for leadership.