Send customer feedback surveys on closed deals

When a deal is marked won in Odoo ERP Self Hosted, automatically add the customer as a respondent in Convert 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.

Convert Forms Explore Convert Forms →

Triggers

New form response

Fires when a form is submitted in Convert Forms.

Survey completed

Fires when a respondent finishes a survey in Convert Forms.

Response updated

Fires when an existing response is edited in Convert Forms.

Actions

Create or update form

Creates or updates a form or survey in Convert Forms.

Retrieve a response

Looks up a specific form response in Convert Forms.

Add a respondent

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

Odoo ERP Self Hosted Explore Odoo ERP Self Hosted →

Triggers

New contact or lead

Fires when a new contact or lead is added to Odoo ERP Self Hosted.

Contact updated

Fires when a field on a contact changes in Odoo ERP Self Hosted.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Odoo ERP Self Hosted.

Deal won

Fires when a deal is marked won in Odoo ERP Self Hosted.

Actions

Create or update contact

Creates or updates a contact in Odoo ERP Self Hosted.

Create deal

Creates a new deal in Odoo ERP Self Hosted.

Update record stage

Moves a deal or record to a new stage in Odoo ERP Self Hosted.

Log activity

Logs a call, email, or note against a record in Odoo ERP Self Hosted.

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 Odoo ERP Self Hosted. 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 Odoo ERP Self Hosted so reps see customer sentiment. See details

See all Convert Forms + Odoo ERP Self Hosted integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Convert Forms and Odoo ERP Self Hosted?

Yes — describe it in the box above and Knit's Integrations Agent researches Convert Forms and Odoo ERP Self Hosted'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 Odoo ERP Self Hosted?

Yes, inbound responses from Convert Forms can instantly generate new lead records or deals in Odoo ERP Self Hosted without manual data entry.

Can I send survey invitations based on deal updates in Odoo ERP Self Hosted?

Yes, when a deal is won or updated in Odoo ERP Self Hosted, you can automatically add the contact as a respondent in Convert Forms to collect feedback.