Referrizer Custify

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.

Try:

See all Referrizer + Custify 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.

Referrizer Explore Referrizer →

Triggers
New lead captured

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

Contact enters a workflow

Fires when a contact enters an automation in Referrizer.

Contact updated

Fires when a field on a contact changes in Referrizer.

Contact unsubscribed

Fires when a contact unsubscribes in Referrizer.

Actions
Create or update a contact

Creates or updates a contact in Referrizer.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Referrizer.

Send a message

Sends an email or message to a contact via Referrizer.

Apply or remove a tag

Changes a contact's tags in Referrizer.

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.

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

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

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FAQ

Common questions

Can Knit build “Dispatch marketing alerts when scheduled reports are ready” between Referrizer and Custify?

Yes — describe it in the box above and Knit's Integrations Agent researches Referrizer 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 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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