Send customer feedback surveys on closed deals

When a deal is marked won in Clio, automatically add the customer as a respondent in Form-Data 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.

Clio Explore Clio →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Clio.

Contact updated

Fires when a field on a contact changes in Clio.

Actions

Create or update contact

Creates or updates a contact in Clio.

Create deal

Creates a new deal in Clio.

Update deal stage

Moves a deal to a new stage in Clio.

Log activity

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

Form-Data Explore Form-Data →

Triggers

New form response

Fires when a form is submitted in Form-Data.

Survey completed

Fires when a respondent finishes a survey in Form-Data.

Response updated

Fires when an existing response is edited in Form-Data.

Actions

Create or update form

Creates or updates a form or survey in Form-Data.

Retrieve a response

Looks up a specific form response in Form-Data.

Add a respondent

Adds a respondent or contact to a form in Form-Data.

Convert form responses into CRM contacts When a prospect submits a new form response in Form-Data, automatically create or update their contact profile in Clio. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in Form-Data, automatically log the activity under their profile in Clio so reps see customer sentiment. See details

See all Clio + Form-Data integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Clio and Form-Data?

Yes — describe it in the box above and Knit's Integrations Agent researches Clio and Form-Data'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 Clio?

Yes, inbound responses from Form-Data can instantly generate new lead records or deals in Clio without manual data entry.

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

Yes, when a deal is won or updated in Clio, you can automatically add the contact as a respondent in Form-Data to collect feedback.