Send customer feedback surveys on closed deals

When a deal is marked won in ServeManager, automatically add the customer as a respondent in SureForms 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.

ServeManager Explore ServeManager →

Triggers

New lead created

Fires when a new lead or contact is created in ServeManager.

Deal stage changed

Fires when a deal moves to a new stage in ServeManager.

Deal won

Fires when a deal is marked won in ServeManager.

Contact updated

Fires when a field on a contact changes in ServeManager.

Actions

Create or update contact

Creates or updates a contact in ServeManager.

Create deal

Creates a new deal in ServeManager.

Update deal stage

Moves a deal to a new stage in ServeManager.

Log activity

Logs a call, email, or note against a record in ServeManager.

SureForms Explore SureForms →

Triggers

New form response

Fires when a form is submitted in SureForms.

Survey completed

Fires when a respondent finishes a survey in SureForms.

Response updated

Fires when an existing response is edited in SureForms.

Actions

Create or update form

Creates or updates a form or survey in SureForms.

Retrieve a response

Looks up a specific form response in SureForms.

Add a respondent

Adds a respondent or contact to a form in SureForms.

Convert form responses into CRM contacts When a prospect submits a new form response in SureForms, automatically create or update their contact profile in ServeManager. See details

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

See all ServeManager + SureForms integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between ServeManager and SureForms?

Yes — describe it in the box above and Knit's Integrations Agent researches ServeManager and SureForms'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 ServeManager?

Yes, inbound responses from SureForms can instantly generate new lead records or deals in ServeManager without manual data entry.

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

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