Export executive report when a high-value lead is created

When a new lead enters Day AI, automatically generate and export a detailed analytics report in Starbridge 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.

Starbridge Explore Starbridge →

Triggers

Report created

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

Metric threshold crossed

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

Scheduled report ready

Fires when a scheduled report finishes generating in Starbridge.

Actions

Refresh dashboard

Creates or refreshes a dashboard in Starbridge.

Export report

Exports a report from Starbridge.

Send alert

Sends an alert when a metric changes in Starbridge.

Day AI Explore Day AI →

Triggers

New contact or lead

Fires when a new contact or lead is added to Day AI.

Contact updated

Fires when a field on a contact changes in Day AI.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Day AI.

Actions

Create or update contact

Creates or updates a contact in Day AI.

Create deal

Creates a new deal in Day AI.

Update record stage

Moves a deal or record to a new stage in Day AI.

Log activity

Logs a call, email, or note against a record in Day AI.

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

Refresh performance dashboards upon winning a deal Whenever a deal is marked won in Day AI, prompt Starbridge to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking. See details

See all Starbridge + Day AI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Export executive report when a high-value lead is created” between Starbridge and Day AI?

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

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

Can dashboard updates be automated when deals close in Day AI?

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