Send customer feedback surveys on closed deals

When a deal is marked won in BrokerEngine, automatically add the customer as a respondent in 123FormBuilder to gather post-sale feedback.

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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.

123FormBuilder Explore 123FormBuilder →

Triggers

New form response

Fires when a form is submitted in 123FormBuilder.

Survey completed

Fires when a respondent finishes a survey in 123FormBuilder.

Response updated

Fires when an existing response is edited in 123FormBuilder.

Actions

Create or update form

Creates or updates a form or survey in 123FormBuilder.

Retrieve a response

Looks up a specific form response in 123FormBuilder.

Add a respondent

Adds a respondent or contact to a form in 123FormBuilder.

BrokerEngine Explore BrokerEngine →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in BrokerEngine.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in BrokerEngine.

Actions

Create or update contact

Creates or updates a contact in BrokerEngine.

Create deal

Creates a new deal in BrokerEngine.

Update record stage

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

Log activity

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

Convert form responses into CRM contacts When a prospect submits a new form response in 123FormBuilder, automatically create or update their contact profile in BrokerEngine. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in 123FormBuilder, automatically log the activity under their profile in BrokerEngine so reps see customer sentiment. See details

See all 123FormBuilder + BrokerEngine integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between 123FormBuilder and BrokerEngine?

Yes — describe it in the box above and Knit's Integrations Agent researches 123FormBuilder and BrokerEngine'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.

Can form submissions automatically create deals in BrokerEngine?

Yes, inbound responses from 123FormBuilder can instantly generate new lead records or deals in BrokerEngine without manual data entry.

Can I send survey invitations based on deal updates in BrokerEngine?

Yes, when a deal is won or updated in BrokerEngine, you can automatically add the contact as a respondent in 123FormBuilder to collect feedback.