Update performance dashboards when bookings are made

When a new booking is confirmed in iClosed, immediately initiate a data refresh in Custify so team reporting reflects real-time client volume.

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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.

iClosed Explore iClosed →

Triggers

New booking made

Fires when a new booking or appointment is made in iClosed.

Booking rescheduled or canceled

Fires when a booking in iClosed is changed or canceled.

New customer

Fires when a new customer books for the first time in iClosed.

Actions

Create a booking

Creates a new booking or appointment in iClosed.

Cancel or reschedule a booking

Cancels or moves a booking in iClosed.

Create or update a customer

Creates or updates a customer record in iClosed.

Add the booking to a calendar

Adds a booking from iClosed to a connected calendar.

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.

Log new booking clients into business intelligence tools Whenever a new customer registers a booking in iClosed, export operational reports in Custify to analyze client acquisition trends. See details

Alert team leads when booking targets cross thresholds When key operational metrics cross predefined limits in Custify, send an immediate alert so managers can open additional booking slots in iClosed. See details

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

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FAQ

Common questions

Can Knit build “Update performance dashboards when bookings are made” between iClosed and Custify?

Yes — describe it in the box above and Knit's Integrations Agent researches iClosed and Custify'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 with iClosed improve operational efficiency?

It ensures your team's scheduling metrics stay up to date in Custify automatically, eliminating manual data exports whenever customer bookings are created or modified in iClosed.

Can automated insights in Custify influence client appointments in iClosed?

Yes, when critical performance thresholds are crossed in Custify, team members receive notifications to adjust or manage client bookings in iClosed accordingly.