Invite clients to satisfaction surveys after payment
When a payment is received in Xero, automatically add the customer as a respondent in PlatoForms to collect post-service 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.
PlatoForms Explore PlatoForms →
TriggersFires when a form is submitted in PlatoForms.
Fires when a respondent finishes a survey in PlatoForms.
Fires when an existing response is edited in PlatoForms.
Creates or updates a form or survey in PlatoForms.
Looks up a specific form response in PlatoForms.
Adds a respondent or contact to a form in PlatoForms.
Xero Explore Xero →
TriggersFires when a new invoice is created in Xero.
Fires when a payment is recorded in Xero.
Fires when an invoice in Xero passes its due date unpaid.
Fires when a new expense is recorded in Xero.
Creates a new invoice in Xero.
Records a payment against an invoice in Xero.
Creates a new expense entry in Xero.
Syncs a customer's billing record in Xero.
More PlatoForms + Xero workflows
Generate invoices from intake form responses
When a customer submits an order form in PlatoForms, automatically create a detailed invoice in Xero to streamline client billing.
See details
Sync customer profile changes from updated surveys
When a respondent updates their feedback details in PlatoForms, automatically sync their revised contact information in Xero.
See details
See all PlatoForms + Xero integrations → · Browse the full workflow library →
Common questions
Can Knit build “Invite clients to satisfaction surveys after payment” between PlatoForms and Xero?
Yes — describe it in the box above and Knit's Integrations Agent researches PlatoForms and Xero'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 order form submissions generate customer invoices?
Yes, completing a request or order form in PlatoForms can automatically generate a corresponding customer invoice in Xero.
How can I survey customers after they pay an invoice?
When a payment is recorded in Xero, you can automatically add the client as a survey respondent in PlatoForms to request feedback.