Create intake form when new doc project page is created

When a new project page is created in Smartsheet, automatically generate a dedicated inquiry form in SurveyMethods to gather stakeholder 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.

Smartsheet Explore Smartsheet →

Triggers

New page created

Fires when a new page or doc is created in Smartsheet.

Record added

Fires when a new record is added to a database or table in Smartsheet.

Doc published

Fires when a doc in Smartsheet is published or shared.

Status changed

Fires when a status field changes on a record in Smartsheet.

Actions

Create page from template

Starts a new page in Smartsheet from a saved template.

Add or update record

Creates or updates a record in Smartsheet.

Append text

Adds text to the end of an existing doc in Smartsheet.

Move page

Moves a page in Smartsheet into a different space.

SurveyMethods Explore SurveyMethods →

Triggers

New form response

Fires when a form is submitted in SurveyMethods.

Survey completed

Fires when a respondent finishes a survey in SurveyMethods.

Response updated

Fires when an existing response is edited in SurveyMethods.

Actions

Create or update form

Creates or updates a form or survey in SurveyMethods.

Retrieve a response

Looks up a specific form response in SurveyMethods.

Add a respondent

Adds a respondent or contact to a form in SurveyMethods.

Create document record from completed survey When a customer completes a survey in SurveyMethods, automatically add a new record with their responses to your centralized tracking doc in Smartsheet. See details

Generate client documentation page from form response Whenever a detailed intake form is submitted in SurveyMethods, automatically create a structured document page from template in Smartsheet. See details

See all Smartsheet + SurveyMethods integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create intake form when new doc project page is created” between Smartsheet and SurveyMethods?

Yes — describe it in the box above and Knit's Integrations Agent researches Smartsheet and SurveyMethods'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.

How does connecting SurveyMethods to Smartsheet streamline document creation?

Each time a user submits a response in SurveyMethods, a formatted document page or database record can be automatically created in Smartsheet without manual copy-pasting.

Can changes in productivity documents prompt form updates?

Yes, when a record status changes in Smartsheet, you can automatically create or update a corresponding form in SurveyMethods to prepare for fresh data collection.