Actionstep + Survicate Integrations
Put Actionstep + Survicate to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Actionstep and Survicate
See the kind of workflows teams build with Actionstep and Survicate below — describe the exact one you want above and the Agent builds it on demand.
Actionstep + Survicate
When a task is created in Actionstep, trigger a customer feedback survey via Survicate.
Convert form responses into CRM contacts
When a prospect submits a new form response in Survicate, automatically create or update their contact profile in Actionstep.
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Send customer feedback surveys on closed deals
When a deal is marked won in Actionstep, automatically add the customer as a respondent in Survicate to gather post-sale feedback.
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Log survey feedback directly to CRM activity logs
When a customer completes a survey in Survicate, automatically log the activity under their profile in Actionstep so reps see customer sentiment.
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Browse the full workflow library →
Looking to achieve something else with Actionstep and Survicate?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Actionstep and Survicate
Everything Actionstep and Survicate can do inside a workflow — the triggers that start one and the actions that run when it fires.
Actionstep Explore Actionstep →
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
TriggersTriggers when an action/matter is created.
Triggers when a participant/contact is added to an action/matter.
Triggers when a new file note is created.
Triggers when a participant/contact is created.
Triggers when a step change occurs on an action/matter.
Triggers when a new task is created.
Adds a participant to an action/matter.
Creates a new action/matter.
Creates a company contact.
Creates a new file note for an action/matter.
Creates an individual contact.
Creates a task for an action/matter.
Survicate Explore Survicate →
Survicate is survey and feedback software used to collect customer insights across websites, web apps, and emails.
TriggersTriggers when a new question_answer is created.
Triggers when the user completes the entire survey - answers all the available survey questions.
Sends feedback to Survicate Research Hub.
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1CRM
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AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Affinity
Affinity is a relationship intelligence CRM built for investment professionals to automatically capture network interactions and deal flow.
Other Forms & Surveys apps on Knit
Explore more Forms & Surveys integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
123FormBuilder
A versatile web form creation tool that allows users to build custom online forms, surveys, and workflows without coding.
4screens
An interactive content creation platform that lets users build custom surveys, polls, quizzes, and online forms.
97Display
97Display is a website builder and lead generation platform designed specifically for martial arts schools and fitness businesses.
AbcSubmit
AbcSubmit is online form builder software designed to build web forms, surveys, and payment forms.
AdPage
AdPage is a digital marketing platform for building high-converting landing pages, interactive quizzes, and lead generation forms.
Agolix
Agolix is an online assessment and survey creation tool used to generate customized quizzes, tests, and automated reports.
AidaForm
AidaForm is online form builder software used to create web forms, surveys, and order forms.
Alchemer
An enterprise survey and customer feedback platform for gathering, analyzing, and acting on operational and customer data.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Actionstep + Survicate
Is there a pre-built Actionstep + Survicate automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Actionstep and Survicate's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Actionstep or Survicate connector?
No. The Agent works whether or not Actionstep or Survicate already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build 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 Actionstep?
Yes, inbound responses from Survicate can instantly generate new lead records or deals in Actionstep without manual data entry.
Can I send survey invitations based on deal updates in Actionstep?
Yes, when a deal is won or updated in Actionstep, you can automatically add the contact as a respondent in Survicate to collect feedback.