Integrate Bloom with Retently

Trigger NPS/CSAT surveys after contract signings or new payments to gauge customer satisfaction with the process. Sync customer data from Bloom to Retently to maintain updated profiles and use feedback to improve project management and customer service strategies.

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About Bloom

Triggers when various events occur such as contracts being signed, forms completed, new payments received, new projects created, and project status updates.

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Bloom to Retently

1

Contract Is Countersigned

Triggers when a new contract countersigned.
2

Form Completed

Triggers when a new form is completed.
3

New Digital Payment

Triggers when a new payment is received.
4

New Project

Triggers when a new project is created.
5

Contract Signed

Triggers when a new contract is signed.
6

New Contact

Triggers when a new contact is created.
7

New Lead

Triggers when a new lead is created.
8

Project Status Updated

Triggers when a project status is updated.
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Retently to Bloom

We don't have any triggers yet for Bloom, but we're working on it!

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