Send customer feedback surveys on closed deals

When a deal is marked won in VaultRE, automatically add the customer as a respondent in PlanSo Forms for WordPress to gather post-sale feedback.

Try:

See all VaultRE + PlanSo Forms for WordPress 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.

VaultRE Explore VaultRE →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in VaultRE.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in VaultRE.

Actions

Create or update contact

Creates or updates a contact in VaultRE.

Create deal

Creates a new deal in VaultRE.

Update record stage

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

Log activity

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

PlanSo Forms for WordPress Explore PlanSo Forms for WordPress →

Triggers

New form response

Fires when a form is submitted in PlanSo Forms for WordPress.

Survey completed

Fires when a respondent finishes a survey in PlanSo Forms for WordPress.

Response updated

Fires when an existing response is edited in PlanSo Forms for WordPress.

Actions

Create or update form

Creates or updates a form or survey in PlanSo Forms for WordPress.

Retrieve a response

Looks up a specific form response in PlanSo Forms for WordPress.

Add a respondent

Adds a respondent or contact to a form in PlanSo Forms for WordPress.

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

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

See all VaultRE + PlanSo Forms for WordPress 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 VaultRE and PlanSo Forms for WordPress?

Yes — describe it in the box above and Knit's Integrations Agent researches VaultRE and PlanSo Forms for WordPress'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 VaultRE?

Yes, inbound responses from PlanSo Forms for WordPress can instantly generate new lead records or deals in VaultRE without manual data entry.

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

Yes, when a deal is won or updated in VaultRE, you can automatically add the contact as a respondent in PlanSo Forms for WordPress to collect feedback.