Export executive report when a high-value lead is created
When a new lead enters Close, automatically generate and export a detailed analytics report in SalesScreen to evaluate marketing campaign performance.
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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.
SalesScreen Explore SalesScreen →
TriggersFires when a new report or dashboard is created in SalesScreen.
Fires when a tracked metric in SalesScreen crosses a set threshold.
Fires when a scheduled report finishes generating in SalesScreen.
Creates or refreshes a dashboard in SalesScreen.
Exports a report from SalesScreen.
Sends an alert when a metric changes in SalesScreen.
Close Explore Close →
TriggersFires when a new contact or lead is added to Close.
Fires when a field on a contact changes in Close.
Fires when a deal, case or record moves to a new stage in Close.
Fires when a deal is marked won in Close.
Creates or updates a contact in Close.
Creates a new deal in Close.
Moves a deal or record to a new stage in Close.
Logs a call, email, or note against a record in Close.
More SalesScreen + Close workflows
Log sales task when key metric threshold is breached
When performance metrics cross a specified boundary in SalesScreen, automatically log an activity in Close so account managers can respond promptly.
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Refresh performance dashboards upon winning a deal
Whenever a deal is marked won in Close, prompt SalesScreen to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.
See details
See all SalesScreen + Close integrations → · Browse the full workflow library →
Common questions
Can Knit build “Export executive report when a high-value lead is created” between SalesScreen and Close?
Yes — describe it in the box above and Knit's Integrations Agent researches SalesScreen and Close'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 does connecting SalesScreen to Close help our sales team?
It automatically logs sales milestones into SalesScreen for real-time reporting and lets BI alerts update record details or log activities in Close when key thresholds are reached.
Can dashboard updates be automated when deals close in Close?
Yes, whenever key milestones like winning a deal occur in Close, SalesScreen can automatically refresh dashboards or export updated reports for leadership.