Convert form responses into CRM contacts

When a prospect submits a new form response in ScoreApp, automatically create or update their contact profile in Cash Flow Portal.

Try:

See all ScoreApp + Cash Flow Portal integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

ScoreApp Explore ScoreApp →

Triggers

New form response

Fires when a form is submitted in ScoreApp.

Survey completed

Fires when a respondent finishes a survey in ScoreApp.

Response updated

Fires when an existing response is edited in ScoreApp.

Actions

Create or update form

Creates or updates a form or survey in ScoreApp.

Retrieve a response

Looks up a specific form response in ScoreApp.

Add a respondent

Adds a respondent or contact to a form in ScoreApp.

Cash Flow Portal Explore Cash Flow Portal →

Triggers

New contact or lead

Fires when a new contact or lead is added to Cash Flow Portal.

Contact updated

Fires when a field on a contact changes in Cash Flow Portal.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Cash Flow Portal.

Deal won

Fires when a deal is marked won in Cash Flow Portal.

Actions

Create or update contact

Creates or updates a contact in Cash Flow Portal.

Create deal

Creates a new deal in Cash Flow Portal.

Update record stage

Moves a deal or record to a new stage in Cash Flow Portal.

Log activity

Logs a call, email, or note against a record in Cash Flow Portal.

Send customer feedback surveys on closed deals When a deal is marked won in Cash Flow Portal, automatically add the customer as a respondent in ScoreApp to gather post-sale feedback. See details

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

See all ScoreApp + Cash Flow Portal integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Convert form responses into CRM contacts” between ScoreApp and Cash Flow Portal?

Yes — describe it in the box above and Knit's Integrations Agent researches ScoreApp and Cash Flow Portal'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 Cash Flow Portal?

Yes, inbound responses from ScoreApp can instantly generate new lead records or deals in Cash Flow Portal without manual data entry.

Can I send survey invitations based on deal updates in Cash Flow Portal?

Yes, when a deal is won or updated in Cash Flow Portal, you can automatically add the contact as a respondent in ScoreApp to collect feedback.