Log assessment results into CRM contact activities
When an assessment is completed in TestDome, automatically log the results as an activity under the contact record in Planfix.
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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.
TestDome Explore TestDome →
TriggersFires when a candidate completes an assessment in TestDome.
Fires when a candidate receives a new score or grade in TestDome.
Fires when a candidate is marked hired in TestDome.
Fires when a new candidate is added to TestDome.
Sends a test or assessment invitation to a candidate via TestDome.
Re-sends an assessment invitation to a candidate in TestDome.
Planfix Explore Planfix →
TriggersFires when a new lead or contact is created in Planfix.
Fires when a deal moves to a new stage in Planfix.
Fires when a deal is marked won in Planfix.
Fires when a field on a contact changes in Planfix.
Creates or updates a contact in Planfix.
Creates a new deal in Planfix.
Moves a deal to a new stage in Planfix.
Logs a call, email, or note against a record in Planfix.
More TestDome + Planfix workflows
Invite assessment candidates when CRM contacts update
When a contact is updated in Planfix, automatically invite them to complete an evaluation through TestDome.
See details
Update deal stages when candidates are hired
When a candidate is marked as hired in TestDome, automatically update the deal stage in Planfix to reflect successful fulfillment.
See details
See all TestDome + Planfix integrations → · Browse the full workflow library →
Common questions
Can Knit build “Log assessment results into CRM contact activities” between TestDome and Planfix?
Yes — describe it in the box above and Knit's Integrations Agent researches TestDome and Planfix'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.
Why connect pre-employment or technical assessments with a CRM?
Connecting TestDome and Planfix helps organizations managing partner certifications or client hires track candidate progression alongside deal pipelines.
Can assessment completion automatically log client interactions?
Yes, whenever a candidate completes an assessment in TestDome, an activity log updates on the associated contact in Planfix.