Send customer feedback surveys on closed deals

When a deal is marked won in Wealthbox, automatically add the customer as a respondent in Content Snare 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.

Wealthbox Explore Wealthbox →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Wealthbox.

Contact updated

Fires when a field on a contact changes in Wealthbox.

Actions

Create or update contact

Creates or updates a contact in Wealthbox.

Create deal

Creates a new deal in Wealthbox.

Update deal stage

Moves a deal to a new stage in Wealthbox.

Log activity

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

Content Snare Explore Content Snare →

Triggers

New form response

Fires when a form is submitted in Content Snare.

Survey completed

Fires when a respondent finishes a survey in Content Snare.

Response updated

Fires when an existing response is edited in Content Snare.

Actions

Create or update form

Creates or updates a form or survey in Content Snare.

Retrieve a response

Looks up a specific form response in Content Snare.

Add a respondent

Adds a respondent or contact to a form in Content Snare.

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

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

See all Wealthbox + Content Snare integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Wealthbox and Content Snare?

Yes — describe it in the box above and Knit's Integrations Agent researches Wealthbox and Content Snare'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 Wealthbox?

Yes, inbound responses from Content Snare can instantly generate new lead records or deals in Wealthbox without manual data entry.

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

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