Quill Forms Clientify

Quill Forms + Clientify Integrations, Built by an AI Agent

Put Quill Forms + Clientify to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Quill Forms and Clientify below — describe the exact one you want above and the Agent builds it on demand.

Quill Forms + Clientify Create new Clientify contacts automatically from new Quill Forms entries. See details
Convert form responses into CRM contacts When a prospect submits a new form response in Quill Forms, automatically create or update their contact profile in Clientify. See details
Send customer feedback surveys on closed deals When a deal is marked won in Clientify, automatically add the customer as a respondent in Quill Forms to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in Quill Forms, automatically log the activity under their profile in Clientify so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with Quill Forms and Clientify?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Quill Forms and Clientify

Everything Quill Forms and Clientify can do inside a workflow — the triggers that start one and the actions that run when it fires.

Quill Forms Explore Quill Forms →

Quill Forms is a conversational form builder plugin for WordPress that allows users to create interactive surveys and quizzes.

Triggers
New Form Entry

Triggers when a form entry is submitted.

Clientify Explore Clientify →

Clientify is an inbound marketing and CRM platform designed to help small businesses automate sales funnels, manage contacts, and run digital campaigns.

Triggers
Tag Added to Contact

Triggers when a tag is added to a contact

New Company

Triggers when a new company is created in clientify.

New Contact

Triggers when a new contact is created.

New Deal

Triggers when a new deal is created in Clientify.

New Task

Triggers when a new task is created in clientify.

Actions
Create Abandoned Cart

Creates an Abandoned Cart

Create Contact

Creates a Contact in Clientify

Create Deal

Creates a Deal in Clientify

Create Order

Creates a Order

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Customer Stories

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Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Quill Forms + Clientify

Is there a pre-built Quill Forms + Clientify automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Quill Forms and Clientify's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Quill Forms or Clientify connector?

No. The Agent works whether or not Quill Forms or Clientify already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build 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 Clientify?

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

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

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

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