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 all ScoreApp + Cash Flow Portal integrations or talk to a human
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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.
ScoreApp Explore ScoreApp →
TriggersFires when a form is submitted in ScoreApp.
Fires when a respondent finishes a survey in ScoreApp.
Fires when an existing response is edited in ScoreApp.
Creates or updates a form or survey in ScoreApp.
Looks up a specific form response in ScoreApp.
Adds a respondent or contact to a form in ScoreApp.
Cash Flow Portal Explore Cash Flow Portal →
TriggersFires when a new contact or lead is added to Cash Flow Portal.
Fires when a field on a contact changes in Cash Flow Portal.
Fires when a deal, case or record moves to a new stage in Cash Flow Portal.
Fires when a deal is marked won in Cash Flow Portal.
Creates or updates a contact in Cash Flow Portal.
Creates a new deal in Cash Flow Portal.
Moves a deal or record to a new stage in Cash Flow Portal.
Logs a call, email, or note against a record in Cash Flow Portal.
More ScoreApp + Cash Flow Portal workflows
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.
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 →
Common questions
Can Knit build “Send customer feedback surveys on closed deals” 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.