Integrate AroFlo with Retently

Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project data with Retently to maintain updated customer feedback records, and use survey responses to improve project management and client satisfaction strategies.

Start Free Trial
RetentlyAroFlo logo

About AroFlo

AroFlo is a project management tool that allows users to manage clients, tasks, invoices, and timesheets. It provides functionalities for creating and updating records, as well as retrieving specific information through searches.

AroFlo logoRetently

AroFlo to Retently

1

List New or Updated Clients

Triggers when a new client is created or an existing client has been updated.
2

List New or Updated Tasks

Triggers when a new task is created or an existing task is updated.
3

List New or Updated Invoices

Triggers when a new invoice is created or an existing invoice is updated.
4

List Timesheets

Triggers when new timesheet entries are entered into AroFlo.
RetentlyAroFlo logo

Retently to AroFlo

1

Add Task Note

Adds a note to a task in AroFlo.
2

Create Task

Creates a new task in AroFlo.
3

Update Client

Updates a client in AroFlo with new data.
4

Update Task Fields

Updates certain task fields in AroFlo.
5

Find Asset

Finds an asset by asset ID, category, asset name, order code, customer ID, or serial number.
6

Find Client

Searches for a client based on the Company/Reference Name.
7

Find Schedule

Finds a schedule in AroFlo by several fields.
8

Find Timesheet Group

Returns combined data for a timesheet grouping.
9

Find or Create Client

Searches for a client based on the Company/Reference Name or creates a new client if not found.
10

Create Client

Creates a new client in AroFlo.
11

Create User

Creates a new user in AroFlo.
12

Custom Payload

Sends a custom payload for AroFlo.
13

Update Task Status

Updates a task status and sub-status.
14

Find Business Unit

Searches for a business unit by name.
15

Find Invoice

Finds an invoice in AroFlo.
16

Find Task

Finds a task in AroFlo.
17

Find User

Looks up a user in AroFlo.
18

Find or Create Task

Finds a task in AroFlo or creates a new task if not found.

Related blog posts

8 Practical Customer Feedback Workflow Automation Ideas

Table of ContentsKey Takeaways 1. Automate the Feedback Loop2. Approach...

Greg RaileanuGreg RaileanuFeb 24, 202510 min read
Customer Feedback Workflow Automation

Similar Project Management integrations

Integrate Accelo with RetentlyAccelozapier

Trigger NPS/CSAT surveys after task completions or sales updates, sync customer contact and sales...

Learn more
Integrate AdaptiveWork with RetentlyAdaptiveWorkzapier

Trigger NPS/CSAT surveys after project completion to gather feedback on customer satisfaction with the...

Learn more
Integrate Agiled with RetentlyAgiledzapier

Trigger NPS/CSAT surveys after project completion or contract milestones, sync customer and project data...

Learn more
Integrate Aisle Planner with RetentlyAisle Plannerzapier

Trigger NPS/CSAT surveys after booking confirmations or event completions, sync customer profiles and event...

Learn more
Integrate Asana with RetentlyAsanazapier

Trigger NPS/CSAT surveys after project completion to gather feedback on team performance and project...

Learn more
Integrate Avaza with RetentlyAvazazapier

Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project...

Learn more
Integrate Axosoft with RetentlyAxosoftzapier

Trigger NPS/CSAT surveys after project completion or significant task milestones, sync customer contact details...

Learn more
Integrate BUZ with RetentlyBUZzapier

Trigger NPS/CSAT surveys after key project milestones or invoice payments, sync customer profiles and...

Learn more
Integrate ClickUp with RetentlyClickUpzapier

Trigger NPS/CSAT surveys after completing customer-related tasks or projects, sync customer feedback scores to...

Learn more
Integrate Copilot with RetentlyCopilotzapier

Trigger NPS/CSAT surveys after significant client interactions or contract updates, sync client profiles and...

Learn more
Integrate COR with RetentlyCORzapier

Trigger NPS/CSAT surveys after project milestones or client meetings to gather feedback on agency...

Learn more
Integrate DoneDone with RetentlyDoneDonezapier

Trigger NPS/CSAT surveys after the completion of support tickets or project milestones to gather...

Learn more

Start your free 7-day trial

Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

CTA Image