Integrate COR with Retently

Trigger NPS/CSAT surveys after project milestones or client meetings to gather feedback on agency performance, sync client profiles and engagement data to maintain consistent customer records, and use feedback scores to improve project management and client relationship strategies.

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About COR

COR is a management solution for creative agencies that automates timesheets and improves client engagements.

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COR to Retently

1

Create Brand

Triggers when a new Brand is created.
2

Create Hour

Triggers when a new Hour is created.
3

Create Product

Triggers when a new Product is created.
4

Create Task

Triggers when a new Task is created.
5

Delete Brand

Triggers when a Brand is deleted.
6

Delete Hour

Triggers when an Hour is deleted.
7

Delete Project

Triggers when a Project is deleted.
8

Update Client

Triggers when a Client is updated.
9

Update Task

Triggers when a Task is updated.
10

Create Client

Triggers when a new Client is created.
11

Create Invoice

Triggers when a new Invoice is created.
12

Create Project

Triggers when a new Project is created.
13

Create User

Triggers when a new User is created.
14

Delete Client

Triggers when a Client is deleted.
15

Delete Product

Triggers when a Product is deleted.
16

Delete User

Triggers when a User is deleted.
17

Update Project

Triggers when a Project is updated.
18

Update User

Triggers when a User is updated.
RetentlyCOR logo

Retently to COR

1

Create Fee

Creates a new Fee.
2

Create Quickbooks Expense

Creates a QuickBooks Expense.
3

Create Invoice

Creates an Invoice.
4

Create Quickbooks Invoice

Creates a QuickBooks Invoice.
5

Delete Client

Deletes a client in your COR Instance.
6

Delete Project

Deletes a project in your COR Instance.
7

Update Project

Updates a project in your COR Instance.
8

Update Task

Updates a Task.

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