Send customer feedback surveys on closed deals

When a deal is marked won in OfficeRnD, automatically add the customer as a respondent in Coreo 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.

OfficeRnD Explore OfficeRnD →

Triggers

New contact or lead

Fires when a new contact or lead is added to OfficeRnD.

Contact updated

Fires when a field on a contact changes in OfficeRnD.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in OfficeRnD.

Deal won

Fires when a deal is marked won in OfficeRnD.

Actions

Create or update contact

Creates or updates a contact in OfficeRnD.

Create deal

Creates a new deal in OfficeRnD.

Update record stage

Moves a deal or record to a new stage in OfficeRnD.

Log activity

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

Coreo Explore Coreo →

Triggers

New form response

Fires when a form is submitted in Coreo.

Survey completed

Fires when a respondent finishes a survey in Coreo.

Response updated

Fires when an existing response is edited in Coreo.

Actions

Create or update form

Creates or updates a form or survey in Coreo.

Retrieve a response

Looks up a specific form response in Coreo.

Add a respondent

Adds a respondent or contact to a form in Coreo.

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

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

See all OfficeRnD + Coreo integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between OfficeRnD and Coreo?

Yes — describe it in the box above and Knit's Integrations Agent researches OfficeRnD and Coreo'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 OfficeRnD?

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

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

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