Send customer feedback surveys on closed deals
When a deal is marked won in Daylite, automatically add the customer as a respondent in Convert Forms to gather post-sale feedback.
See all Convert Forms + Daylite integrations or talk to a human
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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.
Convert Forms Explore Convert Forms →
TriggersFires when a form is submitted in Convert Forms.
Fires when a respondent finishes a survey in Convert Forms.
Fires when an existing response is edited in Convert Forms.
Creates or updates a form or survey in Convert Forms.
Looks up a specific form response in Convert Forms.
Adds a respondent or contact to a form in Convert Forms.
Daylite Explore Daylite →
TriggersFires when a new lead or contact is created in Daylite.
Fires when a deal moves to a new stage in Daylite.
Fires when a deal is marked won in Daylite.
Fires when a field on a contact changes in Daylite.
Creates or updates a contact in Daylite.
Creates a new deal in Daylite.
Moves a deal to a new stage in Daylite.
Logs a call, email, or note against a record in Daylite.
More Convert Forms + Daylite workflows
Convert form responses into CRM contacts
When a prospect submits a new form response in Convert Forms, automatically create or update their contact profile in Daylite.
See details
Log survey feedback directly to CRM activity logs
When a customer completes a survey in Convert Forms, automatically log the activity under their profile in Daylite so reps see customer sentiment.
See details
See all Convert Forms + Daylite integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send customer feedback surveys on closed deals” between Convert Forms and Daylite?
Yes — describe it in the box above and Knit's Integrations Agent researches Convert Forms and Daylite'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 Daylite?
Yes, inbound responses from Convert Forms can instantly generate new lead records or deals in Daylite without manual data entry.
Can I send survey invitations based on deal updates in Daylite?
Yes, when a deal is won or updated in Daylite, you can automatically add the contact as a respondent in Convert Forms to collect feedback.