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.
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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 →
TriggersFires when a new lead or contact is captured in Referrizer.
Fires when a contact enters an automation in Referrizer.
Fires when a field on a contact changes in Referrizer.
Fires when a contact unsubscribes in Referrizer.
Creates or updates a contact in Referrizer.
Adds a contact to a workflow or campaign in Referrizer.
Sends an email or message to a contact via Referrizer.
Changes a contact's tags in Referrizer.
Custify Explore Custify →
TriggersFires when a new report or dashboard is created in Custify.
Fires when a tracked metric in Custify crosses a set threshold.
Fires when a scheduled report finishes generating in Custify.
Creates or refreshes a dashboard in Custify.
Exports a report from Custify.
Sends an alert when a metric changes in Custify.
More Referrizer + Custify workflows
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
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
See all Referrizer + Custify integrations → · Browse the full workflow library →
Common questions
Can Knit build “Refresh marketing reporting dashboards when new leads arrive” 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.