Refresh performance dashboards upon winning a deal

Whenever a deal is marked won in Keap, prompt Grade.us 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.

Grade.us Explore Grade.us →

Triggers

Report created

Fires when a new report or dashboard is created in Grade.us.

Metric threshold crossed

Fires when a tracked metric in Grade.us crosses a set threshold.

Scheduled report ready

Fires when a scheduled report finishes generating in Grade.us.

Actions

Refresh dashboard

Creates or refreshes a dashboard in Grade.us.

Export report

Exports a report from Grade.us.

Send alert

Sends an alert when a metric changes in Grade.us.

Keap Explore Keap →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Keap.

Contact updated

Fires when a field on a contact changes in Keap.

Actions

Create or update contact

Creates or updates a contact in Keap.

Create deal

Creates a new deal in Keap.

Update deal stage

Moves a deal to a new stage in Keap.

Log activity

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

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

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

See all Grade.us + Keap integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Refresh performance dashboards upon winning a deal” between Grade.us and Keap?

Yes — describe it in the box above and Knit's Integrations Agent researches Grade.us and Keap'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 Grade.us to Keap help our sales team?

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

Can dashboard updates be automated when deals close in Keap?

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