Integrate Assignar with Retently

Trigger NPS/CSAT surveys after project completion or task updates, sync customer profiles and project data to Retently, and use feedback scores to improve operational processes and customer satisfaction.

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About Assignar

Assignar allows users to manage various operational tasks including creating and updating clients, assets, timesheets, and orders. Users can also track tasks, projects, and user competencies effectively.

Assignar to Retently

New Task

Triggers when a new Task is created

New Timesheets Raw

Triggers when a new timesheet is created

New Asset

Triggers when a new Asset is created

New Client

Triggers when a new Client is created

New Digital Docket

Triggers when a new digital docket is created.

New Order Task

Triggers when a Task is associated with an Order.

New Site Diary

Triggers when a new Site Diary is created.

New Supplier

Triggers when a new Supplier is created.

Updated User

Triggers when a new User is updated.

Updated Project

Triggers when any attribute of a project is updated.

New Timesheet

Triggers when a new Timesheet is created

New Activity

Triggers when a new Activity is created

New Charge Code

Triggers when a new Charge Code is created

New Contact

Triggers when a new Contact is created

New Order

Triggers when a new Order is created.

New Project

Triggers when a new Project is created.

New Skill

Triggers when a new Skill is created.

New User

Triggers when a new User is created.

Updated Order

Triggers when any attribute in an Order is updated.

Retently to Assignar

Create Asset

Creates an Asset.

Create Client

Creates a Client.

Create Contact

Creates a Contact.

Create Journal

Creates a Journal entry in Assignar against a chosen object.

Create Order Task

Creates a Task for a specific Work Order.

Create Relational Contact

Creates a contact and associates it with a Client or Project.

Create Task

Creates a Task.

Create User

Creates a User.

Create User Induction

Creates a User Induction.

Find Specific Charge Items

Find attributes for a given Charge Item ID.

Update Activity

Updates an Activity.

Update Charge Code

Updates a Charge Code.

Update Contact

Updates a Contact.

Update Project

Updates a Project.

Update Task

Updates a Task.

Update User Competency

Updates an existing User Competency.

Update Work Item

Updates a work item description in Assignar.

Find Activity

Finds an Activity.

Find Asset by Id

Finds an Asset by Assignar Identifier.

Find Charge Items

Finds all the charge items for a timesheet.

Find Competency

Finds a Competency.

Find Digital Docket

Finds a Digital Docket.

Find Digital Docket Worker Questions

Finds Digital Docket Worker Questions.

Find Order

Finds an Order using an id.

Find Order Charge Items

Finds an Order Charge Item.

Find Project

Finds a Project.

Find Relational Contact

Finds a Contact that is associated with a Client or Project.

Find Tag

Finds a Tag in Assignar.

Find Timesheet

Finds a Timesheet.

Find User

Finds a User in Assignar.

Find User Induction

Finds an existing induction for a user.

Find or Create Activities

Finds an Activity.

Find or Create Client

Finds a Client.

Find or Create Contact

Finds a Contact.

Find or Create Order

Finds the order id using WO.

Find or Create a Relational Contact

Finds a Contact that is associated with a Client or Project.

Find or Create Users

Finds a User in Assignar.

Find or Create User Induction

Finds an existing induction for a user.

Create Activity

Creates an Activity.

Create Charge Code

Creates a Charge Code.

Create Competency

Creates a Competency.

Create Induction

Creates an Induction.

Create Order

Creates an Order.

Create Project

Creates a Project.

Create Supplier

Creates a new Supplier.

Create Timesheet

Creates a Timesheet.

Create User Competency

Associates an existing Assignar Competency with a User.

Create Work Item

Creates a work item in Assignar.

Send Email

Sends an Email through Assignar Platform.

Update Asset

Updates an Asset.

Update Client

Updates a Client.

Update Order

Updates an existing Order in Assignar.

Update Supplier

Updates a Supplier.

Update User

Updates a User.

Update User Induction

Updates an existing User Induction.

API Request

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find Asset

Finds an Asset.

Find Charge Code

Finds a Charge Code.

Find Client

Finds a Client.

Find Contact

Finds a Contact.

Find Digital Docket Time Entries

Finds Digital Docket Time Entries.

Find Induction

Finds an Induction.

Find Order by WO

Finds the order id using WO.

Find Order Tasks

Finds Tasks for a given Order.

Find a Project Work Item

Finds work items for a given project based on id.

Find Supplier

Finds a Supplier.

Find Task

Finds a Task in Assignar.

Find a Timesheet Work Item

Finds work items for a given timesheet based on id.

Find User Competency

Finds an existing competency for a user.

Find Work Item

Finds a work item based on id or code.

Find or Create an Asset

Finds an Asset.

Find or Create Competency

Finds a Competency.

Find or Create Induction

Finds an Induction.

Find or Create Project

Finds a Project.

Find or Create Task

Finds a Task in Assignar.

Find or Create User Competency

Finds an existing competency for a user.

Who Should B2B Companies Survey: Key Contacts or Product Users?

Table of ContentsKey TakeawaysMore Data Equals More Insights and Better...

Alex BitcaJul 26, 20245 min read

Who Should B2B Companies Survey: Key Contacts or Product Users?

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