Integrate Deskera with Retently

Integrate Deskera to trigger NPS/CSAT surveys after significant customer interactions like deal closures or account updates, and sync customer profiles to ensure up-to-date contact information for survey distribution.

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About Deskera

Deskera offers functionalities for managing contacts, accounts, deals, invoices, and products. Users can create and update these entities in the system.

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Deskera to Retently

1

New CRM+ Contact

Triggers when a new contact is created in CRM+.
2

New Contact

Triggers when a new contact is created.
3

New CRM Deal

Triggers when a new deal is created in CRM.
4

New CRM+ Deal

Triggers when a new deal is created in CRM+.
5

New CRM Contact

Triggers when a new contact is created in CRM.
6

New Product

Triggers when a new product is created.
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Retently to Deskera

1

Create a New Account

Creates a new account on a specified action.
2

Create a New Contact

Creates a new contact on a specified action.
3

Create a New Contact in CRM

Creates a new contact in CRM on a specified action.
4

Create a New Sales Invoice

Creates a new sales invoice on a specified action.
5

Create a New Order

Creates a new order on a specified action.
6

Create a New Quotation

Creates a new quotation on a specified action.
7

Create a New Bill

Creates a new bill on a specified action.
8

Create a New Contact in CRM+

Creates a new contact in CRM+ on a specified action.
9

Create a New Deal in CRM

Creates a new deal in CRM on a specified action.
10

Create a New Sales Invoice - Shopify Integration

Creates a new sales invoice on a specified action.
11

Create New Product

Creates a new product on a specified action.
12

Update an Existing Deal in CRM

Updates an existing deal in CRM on a specified action.

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