Send customer feedback surveys on closed deals

When a deal is marked won in Dubsado, automatically add the customer as a respondent in Customer.guru 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.

Customer.guru Explore Customer.guru →

Triggers

New form response

Fires when a form is submitted in Customer.guru.

Survey completed

Fires when a respondent finishes a survey in Customer.guru.

Response updated

Fires when an existing response is edited in Customer.guru.

Actions

Create or update form

Creates or updates a form or survey in Customer.guru.

Retrieve a response

Looks up a specific form response in Customer.guru.

Add a respondent

Adds a respondent or contact to a form in Customer.guru.

Dubsado Explore Dubsado →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Dubsado.

Contact updated

Fires when a field on a contact changes in Dubsado.

Actions

Create or update contact

Creates or updates a contact in Dubsado.

Create deal

Creates a new deal in Dubsado.

Update deal stage

Moves a deal to a new stage in Dubsado.

Log activity

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

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

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

See all Customer.guru + Dubsado integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Customer.guru and Dubsado?

Yes — describe it in the box above and Knit's Integrations Agent researches Customer.guru and Dubsado'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 Dubsado?

Yes, inbound responses from Customer.guru can instantly generate new lead records or deals in Dubsado without manual data entry.

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

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