Integrate BoondManager with Retently

Integrate to trigger NPS/CSAT surveys after key interactions such as project completion or invoice issuance, sync customer profiles and feedback scores to enhance resource allocation and opportunity management strategies.

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About BoondManager

BoondManager is a management platform that facilitates company and resource management, invoice handling, and opportunity tracking.

BoondManager logoRetently

BoondManager to Retently

1

New Company

Triggers when a new company is created.
2

Company Updated

Triggers when a company is updated.
3

Invoice Updated

Triggers when an invoice is updated.
4

New Contact

Triggers when a new contact is created.
5

New Opportunity

Triggers when a new opportunity is created.
6

New Resource

Triggers when a new resource is created.
7

Opportunity Updated

Triggers when an opportunity is updated.
8

Resource Updated

Triggers when a resource is updated.
9

Candidate Updated

Triggers when a candidate is updated.
10

Contact Updated

Triggers when a contact is updated.
11

New Candidate

Triggers when a new candidate is created.
12

New Invoice

Triggers when a new invoice is created.
13

New Project

Triggers when a new project is created.
14

New Action or Action Updated

Triggers when a new action is created or updated.
15

Project Updated

Triggers when a project is updated.
RetentlyBoondManager logo

Retently to BoondManager

1

Create an Action (Contact)

Creates an action on a contact.
2

Create a Company

Creates a new company.
3

Create an Opportunity

Creates a new opportunity.
4

Import a File

Imports a file on a specific record.
5

Update a Company

Updates a specific Company's field(s).
6

Update an Opportunity

Updates a specific opportunity's field(s).
7

Find a Candidate

Finds a candidate profile with its email.
8

Find a Contact

Finds a contact.
9

Find a Resource

Finds a resource.
10

Find or Create a Company

Finds a company with its id or name.
11

Find or Create a Contact

Finds several contacts with their email addresses.
12

Create an Action (Candidate)

Creates an action on a candidate.
13

Create a Candidate

Creates a new candidate.
14

Create a Contact

Creates a contact linked to a company.
15

Create a Resource

Creates a new resource.
16

Update a Candidate

Updates a specific candidate's field(s).
17

Update a Contact

Updates a specific contact's field(s).
18

Update a Resource

Updates a specific resource's field(s).
19

Find a Company

Finds a company with its id or name.
20

Find a Log

Finds a log's details of actions performed.
21

Find or Create a Candidate

Finds a candidate profile with its email.
22

Find or Create a Contact

Finds a contact.

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