Invite clients to satisfaction surveys after payment
When a payment is received in AccountEdge, automatically add the customer as a respondent in 123FormBuilder to collect post-service feedback.
See all AccountEdge + 123FormBuilder integrations or talk to a human
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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.
AccountEdge Explore AccountEdge →
TriggersFires when a new invoice is created in AccountEdge.
Fires when a payment is recorded in AccountEdge.
Fires when an invoice in AccountEdge passes its due date unpaid.
Fires when a new expense is recorded in AccountEdge.
Creates a new invoice in AccountEdge.
Records a payment against an invoice in AccountEdge.
Creates a new expense entry in AccountEdge.
Syncs a customer's billing record in AccountEdge.
123FormBuilder Explore 123FormBuilder →
TriggersFires when a form is submitted in 123FormBuilder.
Fires when a respondent finishes a survey in 123FormBuilder.
Fires when an existing response is edited in 123FormBuilder.
Creates or updates a form or survey in 123FormBuilder.
Looks up a specific form response in 123FormBuilder.
Adds a respondent or contact to a form in 123FormBuilder.
More AccountEdge + 123FormBuilder workflows
Generate invoices from intake form responses
When a customer submits an order form in 123FormBuilder, automatically create a detailed invoice in AccountEdge to streamline client billing.
See details
Sync customer profile changes from updated surveys
When a respondent updates their feedback details in 123FormBuilder, automatically sync their revised contact information in AccountEdge.
See details
See all AccountEdge + 123FormBuilder integrations → · Browse the full workflow library →
Common questions
Can Knit build “Invite clients to satisfaction surveys after payment” between AccountEdge and 123FormBuilder?
Yes — describe it in the box above and Knit's Integrations Agent researches AccountEdge and 123FormBuilder'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 order form submissions generate customer invoices?
Yes, completing a request or order form in 123FormBuilder can automatically generate a corresponding customer invoice in AccountEdge.
How can I survey customers after they pay an invoice?
When a payment is recorded in AccountEdge, you can automatically add the client as a survey respondent in 123FormBuilder to request feedback.