BrokerEngine + Formidable Forms Integrations, Built by an AI Agent
Put BrokerEngine + Formidable Forms to work with AI and enterprise-grade automation
Learn more about BrokerEngine integrations or talk to a human
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Workflows you can build between BrokerEngine and Formidable Forms
See the kind of workflows teams build with BrokerEngine and Formidable Forms below — describe the exact one you want above and the Agent builds it on demand.
BrokerEngine + Formidable Forms
Sync details of newly created deals in BrokerEngine to Formidable Forms entries.
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Convert form responses into CRM contacts
When a prospect submits a new form response in Formidable Forms, automatically create or update their contact profile in BrokerEngine.
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Send customer feedback surveys on closed deals
When a deal is marked won in BrokerEngine, automatically add the customer as a respondent in Formidable Forms to gather post-sale feedback.
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Log survey feedback directly to CRM activity logs
When a customer completes a survey in Formidable Forms, automatically log the activity under their profile in BrokerEngine so reps see customer sentiment.
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Browse the full workflow library →
Looking to achieve something else with BrokerEngine and Formidable Forms?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for BrokerEngine and Formidable Forms
Everything BrokerEngine and Formidable Forms can do inside a workflow — the triggers that start one and the actions that run when it fires.
BrokerEngine Explore BrokerEngine →
A mortgage broker software and workflow platform designed to manage loan applications, customer contacts, and deal pipelines.
TriggersTriggers when a card date field has changed.
Triggers when client clicks "Done" in a FinanceVault document request.
Triggers when a new card on a specific board or regardless of board is created.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Creates a new card on the board that you choose.
Formidable Forms Explore Formidable Forms →
Formidable Forms is an advanced WordPress form builder plugin used to create complex forms, surveys, and web calculators.
TriggersTriggers when an entry is deleted.
Triggers when a new form is submitted.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Other CRM apps on Knit
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10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
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.
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.
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.
Aiva
Aiva is a web conversion tool that enables businesses to build interactive website popups, forms, and call-to-action overlays.
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 BrokerEngine + Formidable Forms
Is there a pre-built BrokerEngine + Formidable Forms automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches BrokerEngine and Formidable Forms's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built BrokerEngine or Formidable Forms connector?
No. The Agent works whether or not BrokerEngine or Formidable Forms 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 BrokerEngine?
Yes, inbound responses from Formidable Forms 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 Formidable Forms to collect feedback.