Referrizer Custify

Referrizer + Custify Integrations, Built by an AI Agent

Put Referrizer + Custify to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Referrizer and Custify below — describe the exact one you want above and the Agent builds it on demand.

Referrizer + Custify When a new contact is added in Referrizer, update customer success metrics in Custify. See details
Enroll contacts in campaigns when metrics cross thresholds When performance metrics cross a key threshold in Custify, automatically apply tags or add contacts to targeted nurturing campaigns in Referrizer. See details
Refresh marketing reporting dashboards when new leads arrive When a new lead is captured in Referrizer, automatically refresh reporting dashboards in Custify to display up-to-date pipeline metrics. See details
Dispatch marketing alerts when scheduled reports are ready When a scheduled report is ready in Custify, automatically send a summary message through Referrizer to relevant marketing contacts. See details

Browse the full workflow library →

Looking to achieve something else with Referrizer and Custify?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Referrizer and Custify

Everything Referrizer and Custify can do inside a workflow — the triggers that start one and the actions that run when it fires.

Referrizer Explore Referrizer →

A marketing automation tool designed to help local businesses gain referrals, reviews, and repeat customers.

Triggers
New Contact

Triggers when a contact is created.

New Visit

Triggers when a visit is created, i.e. contact is checked in.

Actions
Create/Update Booking

Creates or updates a booking.

Update Booking Group Status

Updates the status of all bookings in a group.

Create/Update Contact

Creates or updates a contact.

Create/Update Membership

Creates or updates a membership.

Create Purchase

Creates a new purchase record.

Custify Explore Custify →

A customer success software built for SaaS companies to monitor product adoption, customer health, and churn risk.

Triggers
Company Enters Segment

Triggers when a company enters the defined segment.

Company Leaves Segment

Triggers when company leaves the defined segment.

Person Enters Segment

Triggers when a person enters the defined segment.

Person Leaves Segment

Triggers when a person leaves the defined segment.

Person Playbook Step

Triggers when a person enters the selected playbook step.

Playbook Step

Triggers when a company enters the selected playbook step.

Actions
Create Company

Create a company

Send CSAT

Send a new CSAT score for an existing person matched on user_id or email

Send Event

Send a new event for an existing person and/or, matched on user_id or email for people and company_id for companies.

Link Person to Company

Link a person to a company.

Create Note

Create a note

Send NPS

Send a new NPS for an existing person matched on user_id or email

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Referrizer + Custify

Is there a pre-built Referrizer + Custify automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Referrizer and Custify's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Referrizer or Custify connector?

No. The Agent works whether or not Referrizer or Custify already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Custify and Referrizer work together to drive growth?

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

Can campaign activity update analytics dashboards?

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

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