Log survey feedback directly to CRM activity logs

When a customer completes a survey in Paperless Forms, automatically log the activity under their profile in CATS so reps see customer sentiment.

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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.

Paperless Forms Explore Paperless Forms →

Triggers

New form response

Fires when a form is submitted in Paperless Forms.

Survey completed

Fires when a respondent finishes a survey in Paperless Forms.

Response updated

Fires when an existing response is edited in Paperless Forms.

Actions

Create or update form

Creates or updates a form or survey in Paperless Forms.

Retrieve a response

Looks up a specific form response in Paperless Forms.

Add a respondent

Adds a respondent or contact to a form in Paperless Forms.

CATS Explore CATS →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in CATS.

Contact updated

Fires when a field on a contact changes in CATS.

Actions

Create or update contact

Creates or updates a contact in CATS.

Create deal

Creates a new deal in CATS.

Update deal stage

Moves a deal to a new stage in CATS.

Log activity

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

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

Send customer feedback surveys on closed deals When a deal is marked won in CATS, automatically add the customer as a respondent in Paperless Forms to gather post-sale feedback. See details

See all Paperless Forms + CATS integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log survey feedback directly to CRM activity logs” between Paperless Forms and CATS?

Yes — describe it in the box above and Knit's Integrations Agent researches Paperless Forms and CATS'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 CATS?

Yes, inbound responses from Paperless Forms can instantly generate new lead records or deals in CATS without manual data entry.

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

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