Update customer records based on updated form details

When a form response is updated in iFormBuilder, automatically update the matching customer details in PEX to keep billing information accurate.

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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.

PEX Explore PEX →

Triggers

New customer

Fires when a new customer is created in PEX.

Subscription canceled

Fires when a subscription is canceled in PEX.

New invoice generated

Fires when a new invoice is generated in PEX.

Payment failed

Fires when a payment attempt fails in PEX.

Actions

Create customer

Creates a new customer in PEX.

Create subscription

Creates a new subscription in PEX.

Cancel subscription

Cancels an existing subscription in PEX.

Update customer

Updates a customer's billing details in PEX.

iFormBuilder Explore iFormBuilder →

Triggers

New form response

Fires when a form is submitted in iFormBuilder.

Survey completed

Fires when a respondent finishes a survey in iFormBuilder.

Response updated

Fires when an existing response is edited in iFormBuilder.

Actions

Create or update form

Creates or updates a form or survey in iFormBuilder.

Retrieve a response

Looks up a specific form response in iFormBuilder.

Add a respondent

Adds a respondent or contact to a form in iFormBuilder.

Create subscribers from sign-up form responses When a customer submits a registration form in iFormBuilder, automatically create a new customer and subscription profile in PEX. See details

Send exit surveys when subscriptions are canceled When a subscription is canceled in PEX, automatically add the customer as a respondent in iFormBuilder to collect exit feedback. See details

See all PEX + iFormBuilder integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update customer records based on updated form details” between PEX and iFormBuilder?

Yes — describe it in the box above and Knit's Integrations Agent researches PEX and iFormBuilder'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.

How does connecting iFormBuilder and PEX streamline subscription workflows?

Form entries in iFormBuilder can automatically create subscribers in PEX, while subscription changes in PEX can initiate automated survey outreach.

Can survey responses update existing subscriber records?

Yes, when a customer submits or updates information in iFormBuilder, their contact and billing profile in PEX can update automatically.