Integrate Cone with Retently

Trigger NPS/CSAT surveys after client interactions or proposal acceptance, sync customer profiles and interaction history with Retently, and use survey feedback to improve client management and service processes.

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About Cone

Cone is a platform that allows users to manage clients, proposals, and invoices. It enables tracking of client interactions and automates processes related to potential and existing customers.

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Cone to Retently

1

Client Converted

Triggers when a prospect is converted to customer.
2

Client Updated

Triggers when a Client is updated.
3

Invoice Created

Triggers when invoice is created as draft.
4

Invoice Paid

Triggers when an invoice is paid.
5

Proposal Accepted

Triggers when a proposal is accepted (signed by all signatories).
6

Proposal Lost

Triggers when a proposal is marked as lost.
7

Proposal Revoked

Triggers when a proposal is revoked.
8

Client Created

Triggers when a Client is created.
9

Invoice Cancelled

Triggers when an invoice is cancelled.
10

Invoice Finalized

Triggers when invoice is finalized or created in final state.
11

Invoice Updated

Triggers when invoice is updated.
12

Proposal Created

Triggers when proposal is saved for the first time.
13

Proposal Published

Triggers when a proposal is published.
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Retently to Cone

1

Create Business Prospect

Creates a business prospect in Cone.
2

Create Individual Customer

Creates an individual customer in Cone.
3

Create Business Customer

Creates a business customer in Cone.
4

Create Contact

Creates a contact in Cone.
5

Create Individual Prospect

Creates an individual prospect in Cone.

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