Send customer feedback surveys on closed deals

When a deal is marked won in Custify, automatically add the customer as a respondent in Survicate to gather post-sale feedback.

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See all Custify + Survicate 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.

Custify Explore Custify →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Custify.

Contact updated

Fires when a field on a contact changes in Custify.

Actions

Create or update contact

Creates or updates a contact in Custify.

Create deal

Creates a new deal in Custify.

Update deal stage

Moves a deal to a new stage in Custify.

Log activity

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

Survicate Explore Survicate →

Triggers

New form response

Fires when a form is submitted in Survicate.

Survey completed

Fires when a respondent finishes a survey in Survicate.

Response updated

Fires when an existing response is edited in Survicate.

Actions

Create or update form

Creates or updates a form or survey in Survicate.

Retrieve a response

Looks up a specific form response in Survicate.

Add a respondent

Adds a respondent or contact to a form in Survicate.

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

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

See all Custify + Survicate integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Custify and Survicate?

Yes — describe it in the box above and Knit's Integrations Agent researches Custify and Survicate'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 Custify?

Yes, inbound responses from Survicate can instantly generate new lead records or deals in Custify without manual data entry.

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

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