Enroll contacts in campaigns when metrics cross thresholds

When performance metrics cross a key threshold in Geckoboard, automatically apply tags or add contacts to targeted nurturing campaigns in Prefinery.

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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.

Geckoboard Explore Geckoboard →

Triggers

Report created

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

Metric threshold crossed

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

Scheduled report ready

Fires when a scheduled report finishes generating in Geckoboard.

Actions

Refresh dashboard

Creates or refreshes a dashboard in Geckoboard.

Export report

Exports a report from Geckoboard.

Send alert

Sends an alert when a metric changes in Geckoboard.

Prefinery Explore Prefinery →

Triggers

New lead captured

Fires when a new lead or contact is captured in Prefinery.

Contact enters a workflow

Fires when a contact enters an automation in Prefinery.

Contact updated

Fires when a field on a contact changes in Prefinery.

Contact unsubscribed

Fires when a contact unsubscribes in Prefinery.

Actions

Create or update a contact

Creates or updates a contact in Prefinery.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Prefinery.

Send a message

Sends an email or message to a contact via Prefinery.

Apply or remove a tag

Changes a contact's tags in Prefinery.

Refresh marketing reporting dashboards when new leads arrive When a new lead is captured in Prefinery, automatically refresh reporting dashboards in Geckoboard to display up-to-date pipeline metrics. See details

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

See all Geckoboard + Prefinery integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Enroll contacts in campaigns when metrics cross thresholds” between Geckoboard and Prefinery?

Yes — describe it in the box above and Knit's Integrations Agent researches Geckoboard and Prefinery'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 Geckoboard and Prefinery work together to drive growth?

Metrics in Geckoboard can automatically initiate targeted audience messaging in Prefinery, while lead activities in Prefinery keep reporting dashboards accurate.

Can campaign activity update analytics dashboards?

Yes, when new contacts enter workflows in Prefinery, reporting dashboard updates or alerts can initiate automatically in Geckoboard.