Send customer feedback surveys on closed deals

When a deal is marked won in Agency Elephant, automatically add the customer as a respondent in Wufoo 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.

Agency Elephant Explore Agency Elephant →

Triggers

New lead created

Fires when a new lead or contact is created in Agency Elephant.

Deal stage changed

Fires when a deal moves to a new stage in Agency Elephant.

Deal won

Fires when a deal is marked won in Agency Elephant.

Contact updated

Fires when a field on a contact changes in Agency Elephant.

Actions

Create or update contact

Creates or updates a contact in Agency Elephant.

Create deal

Creates a new deal in Agency Elephant.

Update deal stage

Moves a deal to a new stage in Agency Elephant.

Log activity

Logs a call, email, or note against a record in Agency Elephant.

Wufoo Explore Wufoo →

Triggers

New form response

Fires when a form is submitted in Wufoo.

Survey completed

Fires when a respondent finishes a survey in Wufoo.

Response updated

Fires when an existing response is edited in Wufoo.

Actions

Create or update form

Creates or updates a form or survey in Wufoo.

Retrieve a response

Looks up a specific form response in Wufoo.

Add a respondent

Adds a respondent or contact to a form in Wufoo.

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

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

See all Agency Elephant + Wufoo integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Agency Elephant and Wufoo?

Yes — describe it in the box above and Knit's Integrations Agent researches Agency Elephant and Wufoo'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 Agency Elephant?

Yes, inbound responses from Wufoo can instantly generate new lead records or deals in Agency Elephant without manual data entry.

Can I send survey invitations based on deal updates in Agency Elephant?

Yes, when a deal is won or updated in Agency Elephant, you can automatically add the contact as a respondent in Wufoo to collect feedback.