Refresh performance dashboards upon winning a deal

Whenever a deal is marked won in ServiceTitan, prompt SimpleKPI to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.

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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.

ServiceTitan Explore ServiceTitan →

Triggers

New contact or lead

Fires when a new contact or lead is added to ServiceTitan.

Contact updated

Fires when a field on a contact changes in ServiceTitan.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in ServiceTitan.

Deal won

Fires when a deal is marked won in ServiceTitan.

Actions

Create or update contact

Creates or updates a contact in ServiceTitan.

Create deal

Creates a new deal in ServiceTitan.

Update record stage

Moves a deal or record to a new stage in ServiceTitan.

Log activity

Logs a call, email, or note against a record in ServiceTitan.

SimpleKPI Explore SimpleKPI →

Triggers

Report created

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

Metric threshold crossed

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

Scheduled report ready

Fires when a scheduled report finishes generating in SimpleKPI.

Actions

Refresh dashboard

Creates or refreshes a dashboard in SimpleKPI.

Export report

Exports a report from SimpleKPI.

Send alert

Sends an alert when a metric changes in SimpleKPI.

Log sales task when key metric threshold is breached When performance metrics cross a specified boundary in SimpleKPI, automatically log an activity in ServiceTitan so account managers can respond promptly. See details

Export executive report when a high-value lead is created When a new lead enters ServiceTitan, automatically generate and export a detailed analytics report in SimpleKPI to evaluate marketing campaign performance. See details

See all ServiceTitan + SimpleKPI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Refresh performance dashboards upon winning a deal” between ServiceTitan and SimpleKPI?

Yes — describe it in the box above and Knit's Integrations Agent researches ServiceTitan and SimpleKPI'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 SimpleKPI to ServiceTitan help our sales team?

It automatically logs sales milestones into SimpleKPI for real-time reporting and lets BI alerts update record details or log activities in ServiceTitan when key thresholds are reached.

Can dashboard updates be automated when deals close in ServiceTitan?

Yes, whenever key milestones like winning a deal occur in ServiceTitan, SimpleKPI can automatically refresh dashboards or export updated reports for leadership.