Integrate Commusoft with Retently

Trigger NPS/CSAT surveys after job completion or invoicing, sync customer profiles and job history with Retently, and use survey responses to enhance customer service and operational efficiency.

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About Commusoft

Commusoft is a field service management software that helps businesses manage customer relationships, jobs, and invoicing. It provides tools for customer management, scheduling, and job tracking.

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Commusoft to Retently

1

New Customer

Triggers when a new customer is created.
2

Job Closed

Triggers when a job is closed.
3

New Contact

Triggers when a new contact is created.
4

New Job

Triggers when a new job is created.
5

New Proposal

Triggers when a new proposal is created.
6

New Work Address

Triggers when a new work address is created.
7

Opportunity Cancelled

Triggers when an opportunity is cancelled.
8

Opportunity Won

Triggers when an opportunity is won.
9

New Office Tasks

Triggers when a new task is created.
10

New Diary

Triggers when a new diary event is created.
11

Job Complete

Triggers when a job is completed.
12

New Invoice

Triggers when a new invoice is created.
13

New Opportunity

Triggers when a new opportunity is created.
14

New Scheduled Activity

Triggers when a new scheduled activity is created.
15

Opportunity Stage Changed

Triggers when an opportunity stage is updated.
16

Opportunity Lost

Triggers when an opportunity is lost.
17

Proposal Sent

Triggers when a proposal is sent.
RetentlyCommusoft logo

Retently to Commusoft

1

Create New Customer

Creates a new customer in Commusoft.
2

Create New Work Address

Creates a new work address in Commusoft.
3

Create Opportunity

Creates a customer and a new opportunity in Commusoft.
4

Create New Job

Creates a new job for a customer in Commusoft.

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