Send contracts for signature upon survey completion

When a client submits a completed response in Engage Forms, send a signature request in CraftMyPDF.com using the submitted details.

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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.

Engage Forms Explore Engage Forms →

Triggers

New form response

Fires when a form is submitted in Engage Forms.

Survey completed

Fires when a respondent finishes a survey in Engage Forms.

Response updated

Fires when an existing response is edited in Engage Forms.

Actions

Create or update form

Creates or updates a form or survey in Engage Forms.

Retrieve a response

Looks up a specific form response in Engage Forms.

Add a respondent

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

CraftMyPDF.com Explore CraftMyPDF.com →

Triggers

New note created

Fires when a new note or document is created in CraftMyPDF.com.

Note updated

Fires when an existing note or document changes in CraftMyPDF.com.

Document sent for signature

Fires when a document in CraftMyPDF.com is sent out for signature.

Actions

Create a document from a template

Generates a new document in CraftMyPDF.com from a saved template.

Create or append to a note

Creates a note in CraftMyPDF.com or adds text to an existing one.

Convert a document to PDF

Converts a file in CraftMyPDF.com to PDF.

Send a document for signature

Sends a document from CraftMyPDF.com out for signature.

Generate custom documents from form submissions When a user completes a survey or form in Engage Forms, automatically build a document from a template in CraftMyPDF.com pre-filled with their answers. See details

Append form answers to ongoing project notes When a form response is updated in Engage Forms, append the new information directly to an existing note in CraftMyPDF.com. See details

See all Engage Forms + CraftMyPDF.com integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send contracts for signature upon survey completion” between Engage Forms and CraftMyPDF.com?

Yes — describe it in the box above and Knit's Integrations Agent researches Engage Forms and CraftMyPDF.com'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.

How do CraftMyPDF.com and Engage Forms work together to automate document creation?

When clients complete forms in Engage Forms, their submitted information instantly populates structured notes or custom templates in CraftMyPDF.com for signing or archiving.

Can signature events update survey records?

Yes, when a document is sent for signature in CraftMyPDF.com, you can automatically update respondent information in Engage Forms.