Integrate Billed with Retently
Trigger NPS/CSAT surveys after invoice payments or project completions, sync customer account details to keep feedback aligned with financial interactions, and use survey responses to improve financial service offerings.
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About Billed
Manages client accounts, expenses, invoices, payments, tasks, and projects. Provides functionality for creating, editing, and deleting various financial records.
Billed to Retently
Delete Client
Triggers when a client is deleted.Delete Expense
Triggers when an expense is deleted.Delete Item
Triggers when an item is deleted.Delete Project
Triggers when a project is deleted.Delete Timelog
Triggers when a timelog is deleted.Edit Estimate
Triggers when an estimate is edited.Edit Invoice
Triggers when an invoice is edited.Edit Payment
Triggers when a payment is updated.Edit Task
Triggers when a task is edited.New Client
Triggers when a new client is created.New Expense
Triggers when an expense is created.New Invoice
Triggers when an invoice is created.New Payment
Triggers when a payment is created.New Task
Triggers when a task is created.Delete Estimate
Triggers when an estimate is deleted.Delete Invoice
Triggers when an invoice is deleted.Delete Payment
Triggers when a payment is deleted.Delete Task
Triggers when a task is deleted.Edit Client
Triggers when a client is edited.Edit Expense
Triggers when an expense is edited.Edit Item
Triggers when an item is updated.Edit Project
Triggers when a project is edited.Edit Timelog
Triggers when a timelog is edited.New Estimate
Triggers when an estimate is created.New Expense Category
Triggers when an expense category is created.New Item
Triggers when a new item is created.New Project
Triggers when a project is created.New Timelog
Triggers when a timelog is created.Retently to Billed
Create Client
Creates a new client.Create Expense
Creates an expense record.Create Item
Creates an item.Create Project
Creates a new project.Start Timer
Starts logging the time.Update Client
Updates a client.Update Expense
Updates an expense.Update Item
Updates an item.Update Project
Updates a project.Update Timer
Updates the existing logged record.
Greg Raileanu
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