Send customer feedback surveys on closed deals

When a deal is marked won in Sophiie, automatically add the customer as a respondent in Cognito Forms to gather post-sale feedback.

Try:

See all Sophiie + Cognito Forms 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.

Sophiie Explore Sophiie →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Sophiie.

Contact updated

Fires when a field on a contact changes in Sophiie.

Actions

Create or update contact

Creates or updates a contact in Sophiie.

Create deal

Creates a new deal in Sophiie.

Update deal stage

Moves a deal to a new stage in Sophiie.

Log activity

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

Cognito Forms Explore Cognito Forms →

Triggers

New form response

Fires when a form is submitted in Cognito Forms.

Survey completed

Fires when a respondent finishes a survey in Cognito Forms.

Response updated

Fires when an existing response is edited in Cognito Forms.

Actions

Create or update form

Creates or updates a form or survey in Cognito Forms.

Retrieve a response

Looks up a specific form response in Cognito Forms.

Add a respondent

Adds a respondent or contact to a form in Cognito Forms.

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

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

See all Sophiie + Cognito Forms integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Sophiie and Cognito Forms?

Yes — describe it in the box above and Knit's Integrations Agent researches Sophiie and Cognito Forms'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 Sophiie?

Yes, inbound responses from Cognito Forms can instantly generate new lead records or deals in Sophiie without manual data entry.

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

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