Dispatch push notifications for new CRM leads

Whenever a new lead enters InvestorBase, send an instant push notification via Vybit Notifications so a sales representative can respond immediately.

Try:

See all InvestorBase + Vybit Notifications integrations or talk to a human

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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.

InvestorBase Explore InvestorBase →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in InvestorBase.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in InvestorBase.

Actions

Create or update contact

Creates or updates a contact in InvestorBase.

Create deal

Creates a new deal in InvestorBase.

Update record stage

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

Log activity

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

Vybit Notifications Explore Vybit Notifications →

Triggers

New notification received

Fires when a new alert or notification is created in Vybit Notifications.

Notification acknowledged

Fires when someone acknowledges an alert in Vybit Notifications.

Actions

Send a push notification

Sends a push notification through Vybit Notifications.

Send an SMS or voice alert

Sends an SMS or voice notification via Vybit Notifications.

Schedule a reminder

Schedules a reminder notification in Vybit Notifications.

Send urgent mobile alerts when deals close When a deal is marked as won in InvestorBase, broadcast an instant SMS or voice alert through Vybit Notifications so team leaders can celebrate and initiate onboarding. See details

Log CRM activity when a critical alert is acknowledged When a team member confirms an alert in Vybit Notifications, log a completed activity against the corresponding contact in InvestorBase to maintain a complete history. See details

See all InvestorBase + Vybit Notifications integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Dispatch push notifications for new CRM leads” between InvestorBase and Vybit Notifications?

Yes — describe it in the box above and Knit's Integrations Agent researches InvestorBase and Vybit Notifications'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.

Why connect an alerting tool like Vybit Notifications to InvestorBase?

Time-sensitive sales updates in InvestorBase—like a won deal or an urgent lead—require immediate attention, which Vybit Notifications delivers directly through push notifications, text messages, or phone calls.

Can acknowledged alerts update records in InvestorBase?

Yes, when a user acknowledges a critical alert in Vybit Notifications, an automated activity can be logged on the contact or deal record in InvestorBase for full auditability.