Send customer feedback surveys on closed deals
When a deal is marked won in Swipe One, automatically add the customer as a respondent in Tally to gather post-sale feedback.
Google for Startups AcceleratorHow 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.
Swipe One Explore Swipe One →
TriggersFires when a new lead or contact is created in Swipe One.
Fires when a deal moves to a new stage in Swipe One.
Fires when a deal is marked won in Swipe One.
Fires when a field on a contact changes in Swipe One.
Creates or updates a contact in Swipe One.
Creates a new deal in Swipe One.
Moves a deal to a new stage in Swipe One.
Logs a call, email, or note against a record in Swipe One.
Tally Explore Tally →
TriggersFires when a form is submitted in Tally.
Fires when a respondent finishes a survey in Tally.
Fires when an existing response is edited in Tally.
Creates or updates a form or survey in Tally.
Looks up a specific form response in Tally.
Adds a respondent or contact to a form in Tally.
More Swipe One + Tally workflows
See all Swipe One + Tally integrations → · Browse the full workflow library →
Enterprise-grade security
Common questions
Can Knit build “Send customer feedback surveys on closed deals” between Swipe One and Tally?
Yes — describe it in the box above and Knit's Integrations Agent researches Swipe One and Tally'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 Swipe One?
Yes, inbound responses from Tally can instantly generate new lead records or deals in Swipe One without manual data entry.
Can I send survey invitations based on deal updates in Swipe One?
Yes, when a deal is won or updated in Swipe One, you can automatically add the contact as a respondent in Tally to collect feedback.