Create client records from intake forms

When a new form response is received in Formester, automatically create a client in Aerion to start managing the account.

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See all Formester + Aerion 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.

Formester Explore Formester →

Triggers

New form response

Fires when a form is submitted in Formester.

Survey completed

Fires when a respondent finishes a survey in Formester.

Response updated

Fires when an existing response is edited in Formester.

Actions

Create or update form

Creates or updates a form or survey in Formester.

Retrieve a response

Looks up a specific form response in Formester.

Add a respondent

Adds a respondent or contact to a form in Formester.

Aerion Explore Aerion →

Triggers

New client added

Fires when a new client is added in Aerion.

New project created

Fires when a new project is created in Aerion.

New time entry logged

Fires when a new time entry is logged in Aerion.

Timer started

Fires when a timer is started in Aerion.

Actions

Create client

Creates a new client in Aerion.

Create project

Creates a new project in Aerion.

Create time entry

Logs a new time entry in Aerion.

Start timer

Starts a timer in Aerion.

Launch project timers upon survey submission When a survey is completed in Formester, automatically create a project in Aerion so your team can begin logging billable work. See details

Add feedback survey respondents when new clients sign up When a new client is added in Aerion, automatically add a respondent in Formester to collect initial onboarding requirements. See details

See all Formester + Aerion integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create client records from intake forms” between Formester and Aerion?

Yes — describe it in the box above and Knit's Integrations Agent researches Formester and Aerion'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 does connecting Formester with Aerion automate client onboarding?

Submitting an intake response in Formester can automatically create a client and launch a new project in Aerion without manual setup.

Can time-tracking milestones invite clients to complete surveys?

Yes, adding a new client or creating a project in Aerion can automatically add a respondent in Formester to collect project feedback.