Refresh marketing reporting dashboards when new leads arrive
When a new lead is captured in Influitive, automatically refresh reporting dashboards in Viable to display up-to-date pipeline metrics.
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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.
Influitive Explore Influitive →
TriggersFires when a new lead or contact is captured in Influitive.
Fires when a contact enters an automation in Influitive.
Fires when a field on a contact changes in Influitive.
Fires when a contact unsubscribes in Influitive.
Creates or updates a contact in Influitive.
Adds a contact to a workflow or campaign in Influitive.
Sends an email or message to a contact via Influitive.
Changes a contact's tags in Influitive.
Viable Explore Viable →
TriggersFires when a new report or dashboard is created in Viable.
Fires when a tracked metric in Viable crosses a set threshold.
Fires when a scheduled report finishes generating in Viable.
Creates or refreshes a dashboard in Viable.
Exports a report from Viable.
Sends an alert when a metric changes in Viable.
More Influitive + Viable workflows
Enroll contacts in campaigns when metrics cross thresholds
When performance metrics cross a key threshold in Viable, automatically apply tags or add contacts to targeted nurturing campaigns in Influitive.
See details
Dispatch marketing alerts when scheduled reports are ready
When a scheduled report is ready in Viable, automatically send a summary message through Influitive to relevant marketing contacts.
See details
See all Influitive + Viable integrations → · Browse the full workflow library →
Common questions
Can Knit build “Refresh marketing reporting dashboards when new leads arrive” between Influitive and Viable?
Yes — describe it in the box above and Knit's Integrations Agent researches Influitive and Viable'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 Viable and Influitive work together to drive growth?
Metrics in Viable can automatically initiate targeted audience messaging in Influitive, while lead activities in Influitive keep reporting dashboards accurate.
Can campaign activity update analytics dashboards?
Yes, when new contacts enter workflows in Influitive, reporting dashboard updates or alerts can initiate automatically in Viable.