Invite clients to satisfaction surveys after payment

When a payment is received in generate.TAX, automatically add the customer as a respondent in Jotform to collect post-service 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.

generate.TAX Explore generate.TAX →

Triggers

New invoice created

Fires when a new invoice is created in generate.TAX.

Payment received

Fires when a payment is recorded in generate.TAX.

Invoice overdue

Fires when an invoice in generate.TAX passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in generate.TAX.

Actions

Create invoice

Creates a new invoice in generate.TAX.

Record payment

Records a payment against an invoice in generate.TAX.

Create expense

Creates a new expense entry in generate.TAX.

Sync customer record

Syncs a customer's billing record in generate.TAX.

Jotform Explore Jotform →

Triggers

New form response

Fires when a form is submitted in Jotform.

Survey completed

Fires when a respondent finishes a survey in Jotform.

Response updated

Fires when an existing response is edited in Jotform.

Actions

Create or update form

Creates or updates a form or survey in Jotform.

Retrieve a response

Looks up a specific form response in Jotform.

Add a respondent

Adds a respondent or contact to a form in Jotform.

Generate invoices from intake form responses When a customer submits an order form in Jotform, automatically create a detailed invoice in generate.TAX to streamline client billing. See details

Sync customer profile changes from updated surveys When a respondent updates their feedback details in Jotform, automatically sync their revised contact information in generate.TAX. See details

See all generate.TAX + Jotform integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Invite clients to satisfaction surveys after payment” between generate.TAX and Jotform?

Yes — describe it in the box above and Knit's Integrations Agent researches generate.TAX and Jotform'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 order form submissions generate customer invoices?

Yes, completing a request or order form in Jotform can automatically generate a corresponding customer invoice in generate.TAX.

How can I survey customers after they pay an invoice?

When a payment is recorded in generate.TAX, you can automatically add the client as a survey respondent in Jotform to request feedback.