Invite new subscribers to take an onboarding survey

When a new subscriber is added in iFOLIO Cloud, add them as a respondent in WPForms to gather baseline preferences.

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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.

iFOLIO Cloud Explore iFOLIO Cloud →

Triggers

Subscriber added

Fires when a new subscriber is added in iFOLIO Cloud.

Campaign sent

Fires when a campaign is sent from iFOLIO Cloud.

Subscriber unsubscribed

Fires when a subscriber unsubscribes in iFOLIO Cloud.

Actions

Add subscriber

Adds or updates a subscriber in iFOLIO Cloud.

Send campaign

Creates or sends a campaign from iFOLIO Cloud.

Add to segment

Adds a subscriber to a segment in iFOLIO Cloud.

WPForms Explore WPForms →

Triggers

New form response

Fires when a form is submitted in WPForms.

Survey completed

Fires when a respondent finishes a survey in WPForms.

Response updated

Fires when an existing response is edited in WPForms.

Actions

Create or update form

Creates or updates a form or survey in WPForms.

Retrieve a response

Looks up a specific form response in WPForms.

Add a respondent

Adds a respondent or contact to a form in WPForms.

Add form respondents directly to subscriber lists When a user submits a form in WPForms, automatically add them as a new subscriber in iFOLIO Cloud to grow your contact list. See details

Segment marketing contacts based on survey answers When a customer completes a survey in WPForms, add them to a tailored segment in iFOLIO Cloud according to their responses. See details

See all iFOLIO Cloud + WPForms integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Invite new subscribers to take an onboarding survey” between iFOLIO Cloud and WPForms?

Yes — describe it in the box above and Knit's Integrations Agent researches iFOLIO Cloud and WPForms'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 add people directly to subscriber lists?

Yes, completing a form response in WPForms automatically adds the email address as a new subscriber in iFOLIO Cloud.

Can survey participants be sorted into marketing segments automatically?

Completing a survey in WPForms can place subscribers into specific audience segments in iFOLIO Cloud based on their answers.