Turn web form submissions into CRM leads

When a visitor submits a contact or inquiry form in Wix, automatically create or update their contact profile in Cash Flow Portal.

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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.

Cash Flow Portal Explore Cash Flow Portal →

Triggers

New lead created

Fires when a new lead or contact is created in Cash Flow Portal.

Deal stage changed

Fires when a deal moves to a new stage in Cash Flow Portal.

Deal won

Fires when a deal is marked won in Cash Flow Portal.

Contact updated

Fires when a field on a contact changes in Cash Flow Portal.

Actions

Create or update contact

Creates or updates a contact in Cash Flow Portal.

Create deal

Creates a new deal in Cash Flow Portal.

Update deal stage

Moves a deal to a new stage in Cash Flow Portal.

Log activity

Logs a call, email, or note against a record in Cash Flow Portal.

Wix Explore Wix →

Triggers

Page published

Fires when a new page or post is published on Wix.

Form submitted

Fires when a form on Wix is submitted.

CMS item updated

Fires when a CMS item is updated on Wix.

Actions

Publish page

Publishes or updates a page on Wix.

Create CMS item

Creates a new CMS item on Wix.

Update content

Updates existing content on Wix.

Publish customer case studies upon closing deals When a deal is marked won in Cash Flow Portal, automatically create a new showcase story item in Wix for your team to finalize. See details

Track website content updates in sales records When a CMS item is updated in Wix, automatically log the activity under the associated client record in Cash Flow Portal. See details

See all Cash Flow Portal + Wix integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Turn web form submissions into CRM leads” between Cash Flow Portal and Wix?

Yes — describe it in the box above and Knit's Integrations Agent researches Cash Flow Portal and Wix'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.

How does connecting Cash Flow Portal with Wix improve sales pipeline efficiency?

It eliminates manual data entry by converting web form submissions directly into qualified contacts and deals in your CRM.

Can updates in Cash Flow Portal change content published on Wix?

Yes, updates to contacts or deals can automatically modify content items or publish new pages on your website.