Send customer feedback surveys on closed deals

When a deal is marked won in Clientify, automatically add the customer as a respondent in Quill Forms 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.

Clientify Explore Clientify →

Triggers

New lead created

Fires when a new lead or contact is created in Clientify.

Deal stage changed

Fires when a deal moves to a new stage in Clientify.

Deal won

Fires when a deal is marked won in Clientify.

Contact updated

Fires when a field on a contact changes in Clientify.

Actions

Create or update contact

Creates or updates a contact in Clientify.

Create deal

Creates a new deal in Clientify.

Update deal stage

Moves a deal to a new stage in Clientify.

Log activity

Logs a call, email, or note against a record in Clientify.

Quill Forms Explore Quill Forms →

Triggers

New form response

Fires when a form is submitted in Quill Forms.

Survey completed

Fires when a respondent finishes a survey in Quill Forms.

Response updated

Fires when an existing response is edited in Quill Forms.

Actions

Create or update form

Creates or updates a form or survey in Quill Forms.

Retrieve a response

Looks up a specific form response in Quill Forms.

Add a respondent

Adds a respondent or contact to a form in Quill Forms.

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

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

See all Clientify + Quill Forms integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Clientify and Quill Forms?

Yes — describe it in the box above and Knit's Integrations Agent researches Clientify and Quill Forms'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 Clientify?

Yes, inbound responses from Quill Forms can instantly generate new lead records or deals in Clientify without manual data entry.

Can I send survey invitations based on deal updates in Clientify?

Yes, when a deal is won or updated in Clientify, you can automatically add the contact as a respondent in Quill Forms to collect feedback.