Send customer feedback surveys on closed deals
When a deal is marked won in Moxie, automatically add the customer as a respondent in HappyForms 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.
HappyForms Explore HappyForms →
TriggersFires when a form is submitted in HappyForms.
Fires when a respondent finishes a survey in HappyForms.
Fires when an existing response is edited in HappyForms.
Creates or updates a form or survey in HappyForms.
Looks up a specific form response in HappyForms.
Adds a respondent or contact to a form in HappyForms.
Moxie Explore Moxie →
TriggersFires when a new contact or lead is added to Moxie.
Fires when a field on a contact changes in Moxie.
Fires when a deal, case or record moves to a new stage in Moxie.
Fires when a deal is marked won in Moxie.
Creates or updates a contact in Moxie.
Creates a new deal in Moxie.
Moves a deal or record to a new stage in Moxie.
Logs a call, email, or note against a record in Moxie.
More HappyForms + Moxie workflows
Convert form responses into CRM contacts
When a prospect submits a new form response in HappyForms, automatically create or update their contact profile in Moxie.
See details
Log survey feedback directly to CRM activity logs
When a customer completes a survey in HappyForms, automatically log the activity under their profile in Moxie so reps see customer sentiment.
See details
See all HappyForms + Moxie integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send customer feedback surveys on closed deals” between HappyForms and Moxie?
Yes — describe it in the box above and Knit's Integrations Agent researches HappyForms and Moxie'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 Moxie?
Yes, inbound responses from HappyForms can instantly generate new lead records or deals in Moxie without manual data entry.
Can I send survey invitations based on deal updates in Moxie?
Yes, when a deal is won or updated in Moxie, you can automatically add the contact as a respondent in HappyForms to collect feedback.