Send customer feedback surveys on closed deals

When a deal is marked won in Vtiger, automatically add the customer as a respondent in Formsite to gather post-sale 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.

Vtiger Explore Vtiger →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Vtiger.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Vtiger.

Actions

Create or update contact

Creates or updates a contact in Vtiger.

Create deal

Creates a new deal in Vtiger.

Update record stage

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

Log activity

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

Formsite Explore Formsite →

Triggers

New form response

Fires when a form is submitted in Formsite.

Survey completed

Fires when a respondent finishes a survey in Formsite.

Response updated

Fires when an existing response is edited in Formsite.

Actions

Create or update form

Creates or updates a form or survey in Formsite.

Retrieve a response

Looks up a specific form response in Formsite.

Add a respondent

Adds a respondent or contact to a form in Formsite.

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

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

See all Vtiger + Formsite integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Vtiger and Formsite?

Yes — describe it in the box above and Knit's Integrations Agent researches Vtiger and Formsite'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 Vtiger?

Yes, inbound responses from Formsite can instantly generate new lead records or deals in Vtiger without manual data entry.

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

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