Send customer feedback surveys on closed deals

When a deal is marked won in Neos, automatically add the customer as a respondent in WPForms 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.

Neos Explore Neos →

Triggers

New lead created

Fires when a new lead or contact is created in Neos.

Deal stage changed

Fires when a deal moves to a new stage in Neos.

Deal won

Fires when a deal is marked won in Neos.

Contact updated

Fires when a field on a contact changes in Neos.

Actions

Create or update contact

Creates or updates a contact in Neos.

Create deal

Creates a new deal in Neos.

Update deal stage

Moves a deal to a new stage in Neos.

Log activity

Logs a call, email, or note against a record in Neos.

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.

Convert form responses into CRM contacts When a prospect submits a new form response in WPForms, automatically create or update their contact profile in Neos. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in WPForms, automatically log the activity under their profile in Neos so reps see customer sentiment. See details

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

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Neos and WPForms?

Yes — describe it in the box above and Knit's Integrations Agent researches Neos 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 automatically create deals in Neos?

Yes, inbound responses from WPForms can instantly generate new lead records or deals in Neos without manual data entry.

Can I send survey invitations based on deal updates in Neos?

Yes, when a deal is won or updated in Neos, you can automatically add the contact as a respondent in WPForms to collect feedback.