Send customer feedback surveys on closed deals

When a deal is marked won in Clientify, automatically add the customer as a respondent in SurveyMars 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 contact or lead

Fires when a new contact or lead is added to Clientify.

Contact updated

Fires when a field on a contact changes in Clientify.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Clientify.

Deal won

Fires when a deal is marked won in Clientify.

Actions

Create or update contact

Creates or updates a contact in Clientify.

Create deal

Creates a new deal in Clientify.

Update record stage

Moves a deal or record to a new stage in Clientify.

Log activity

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

SurveyMars Explore SurveyMars →

Triggers

New form response

Fires when a form is submitted in SurveyMars.

Survey completed

Fires when a respondent finishes a survey in SurveyMars.

Response updated

Fires when an existing response is edited in SurveyMars.

Actions

Create or update form

Creates or updates a form or survey in SurveyMars.

Retrieve a response

Looks up a specific form response in SurveyMars.

Add a respondent

Adds a respondent or contact to a form in SurveyMars.

Convert form responses into CRM contacts When a prospect submits a new form response in SurveyMars, 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 SurveyMars, automatically log the activity under their profile in Clientify so reps see customer sentiment. See details

See all Clientify + SurveyMars 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 SurveyMars?

Yes — describe it in the box above and Knit's Integrations Agent researches Clientify and SurveyMars'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 SurveyMars 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 SurveyMars to collect feedback.