Refresh marketing reporting dashboards when new leads arrive

When a new lead is captured in Klaviyo, automatically refresh reporting dashboards in ProspectReach 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.

Klaviyo Explore Klaviyo →

Triggers

New lead captured

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

Contact enters a workflow

Fires when a contact enters an automation in Klaviyo.

Contact updated

Fires when a field on a contact changes in Klaviyo.

Contact unsubscribed

Fires when a contact unsubscribes in Klaviyo.

Actions

Create or update a contact

Creates or updates a contact in Klaviyo.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Klaviyo.

Send a message

Sends an email or message to a contact via Klaviyo.

Apply or remove a tag

Changes a contact's tags in Klaviyo.

ProspectReach Explore ProspectReach →

Triggers

Report created

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

Metric threshold crossed

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

Scheduled report ready

Fires when a scheduled report finishes generating in ProspectReach.

Actions

Refresh dashboard

Creates or refreshes a dashboard in ProspectReach.

Export report

Exports a report from ProspectReach.

Send alert

Sends an alert when a metric changes in ProspectReach.

Enroll contacts in campaigns when metrics cross thresholds When performance metrics cross a key threshold in ProspectReach, automatically apply tags or add contacts to targeted nurturing campaigns in Klaviyo. See details

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

See all Klaviyo + ProspectReach integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Refresh marketing reporting dashboards when new leads arrive” between Klaviyo and ProspectReach?

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

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

Can campaign activity update analytics dashboards?

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