Send customer feedback surveys on closed deals

When a deal is marked won in Ramsey Pro Portal, automatically add the customer as a respondent in Canopy Connect to gather post-sale 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.

Ramsey Pro Portal Explore Ramsey Pro Portal →

Triggers

New contact or lead

Fires when a new contact or lead is added to Ramsey Pro Portal.

Contact updated

Fires when a field on a contact changes in Ramsey Pro Portal.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Ramsey Pro Portal.

Deal won

Fires when a deal is marked won in Ramsey Pro Portal.

Actions

Create or update contact

Creates or updates a contact in Ramsey Pro Portal.

Create deal

Creates a new deal in Ramsey Pro Portal.

Update record stage

Moves a deal or record to a new stage in Ramsey Pro Portal.

Log activity

Logs a call, email, or note against a record in Ramsey Pro Portal.

Canopy Connect Explore Canopy Connect →

Triggers

New form response

Fires when a form is submitted in Canopy Connect.

Survey completed

Fires when a respondent finishes a survey in Canopy Connect.

Response updated

Fires when an existing response is edited in Canopy Connect.

Actions

Create or update form

Creates or updates a form or survey in Canopy Connect.

Retrieve a response

Looks up a specific form response in Canopy Connect.

Add a respondent

Adds a respondent or contact to a form in Canopy Connect.

Convert form responses into CRM contacts When a prospect submits a new form response in Canopy Connect, automatically create or update their contact profile in Ramsey Pro Portal. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in Canopy Connect, automatically log the activity under their profile in Ramsey Pro Portal so reps see customer sentiment. See details

See all Ramsey Pro Portal + Canopy Connect integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Ramsey Pro Portal and Canopy Connect?

Yes — describe it in the box above and Knit's Integrations Agent researches Ramsey Pro Portal and Canopy Connect'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 Ramsey Pro Portal?

Yes, inbound responses from Canopy Connect can instantly generate new lead records or deals in Ramsey Pro Portal without manual data entry.

Can I send survey invitations based on deal updates in Ramsey Pro Portal?

Yes, when a deal is won or updated in Ramsey Pro Portal, you can automatically add the contact as a respondent in Canopy Connect to collect feedback.