Shaker Formstack

Log survey feedback directly to CRM activity logs

When a customer completes a survey in Formstack, automatically log the activity under their profile in Shaker so reps see customer sentiment.

Try:

See all Shaker + Formstack 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.

Shaker Explore Shaker →

Triggers
New contact or lead

Fires when a new contact or lead is added to Shaker.

Contact updated

Fires when a field on a contact changes in Shaker.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Shaker.

Deal won

Fires when a deal is marked won in Shaker.

Actions
Create or update contact

Creates or updates a contact in Shaker.

Create deal

Creates a new deal in Shaker.

Update record stage

Moves a deal or record to a new stage in Shaker.

Log activity

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

Formstack Explore Formstack →

Triggers
New form response

Fires when a form is submitted in Formstack.

Survey completed

Fires when a respondent finishes a survey in Formstack.

Response updated

Fires when an existing response is edited in Formstack.

Actions
Create or update form

Creates or updates a form or survey in Formstack.

Retrieve a response

Looks up a specific form response in Formstack.

Add a respondent

Adds a respondent or contact to a form in Formstack.

Convert form responses into CRM contacts When a prospect submits a new form response in Formstack, automatically create or update their contact profile in Shaker. See details
Send customer feedback surveys on closed deals When a deal is marked won in Shaker, automatically add the customer as a respondent in Formstack to gather post-sale feedback. See details

See all Shaker + Formstack integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log survey feedback directly to CRM activity logs” between Shaker and Formstack?

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

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

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

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

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