Integrate Craftboxx with Retently

Trigger NPS/CSAT surveys after project completions or customer appointments, sync customer profiles to ensure up-to-date contact information, and use feedback scores to improve project management and customer service strategies.

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About Craftboxx

Craftboxx is a platform for managing projects, appointments, and customer interactions. It allows users to create, update, and monitor appointments and projects, as well as manage customer information.

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Craftboxx to Retently

1

New Appointment

Triggers when a new Appointment is created in Craftboxx.
2

New Customer

Triggers when a new Customer is created in Craftboxx.
3

New Project

Triggers when a new Project is created in Craftboxx.
4

Updated Article

Triggers when an Article is updated in Craftboxx.
5

Updated Customer Address

Triggers when a Customer Address is updated in Craftboxx.
6

New Article

Triggers when a new Article is created in Craftboxx.
7

New Customer Address

Triggers when a new Customer Address is created in Craftboxx.
8

Updated Appointment

Triggers when an Appointment is updated in Craftboxx.
9

Updated Customer

Triggers when a Customer is updated in Craftboxx.
10

Updated Project

Triggers when a Project is updated in Craftboxx.
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Retently to Craftboxx

1

Create Article

Creates a new Article in Craftboxx.
2

Create Project and Appointment

Creates a new Project and its Appointment in Craftboxx.
3

Update Customer and Mailing-Address

Updates a Customer and its Mailing-Address in Craftboxx.
4

Search Article

Finds an Article by Number in Craftboxx.
5

Search Project

Finds a Project by Number in Craftboxx.
6

Find or Create Customers

Finds a Customer by Number or Email in Craftboxx.
7

Create Customer and Mailing-Address

Creates a new Customer and its Mailing-Address in Craftboxx.
8

Update Article

Updates an Article in Craftboxx.
9

Update Project and Appointment

Updates a Project and its Appointment in Craftboxx.
10

Search Customer

Finds a Customer by Number or Email in Craftboxx.
11

Find or Create Articles

Finds an Article by Number in Craftboxx.
12

Find or Create Projects

Finds a Project by Number in Craftboxx.

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