Send customer feedback surveys on closed deals

When a deal is marked won in Perfex, automatically add the customer as a respondent in Tally to gather post-sale feedback.

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See all Perfex + Tally integrations or talk to a human

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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.

Perfex Explore Perfex →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Perfex.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Perfex.

Actions

Create or update contact

Creates or updates a contact in Perfex.

Create deal

Creates a new deal in Perfex.

Update record stage

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

Log activity

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

Tally Explore Tally →

Triggers

New form response

Fires when a form is submitted in Tally.

Survey completed

Fires when a respondent finishes a survey in Tally.

Response updated

Fires when an existing response is edited in Tally.

Actions

Create or update form

Creates or updates a form or survey in Tally.

Retrieve a response

Looks up a specific form response in Tally.

Add a respondent

Adds a respondent or contact to a form in Tally.

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

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

See all Perfex + Tally integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Perfex and Tally?

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

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

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

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