Integrate Doerkit with Retently

Trigger NPS/CSAT surveys after key project milestones or contract completions, sync customer billing and project data to Retently, and use survey feedback to improve project management and customer satisfaction strategies.

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About Doerkit

Monitors and manages billing, contracts, projects, proposals, and tasks within the app, providing notifications when key events occur.

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Doerkit to Retently

1

Billing Created

Triggers when a new billing is created.
2

Billing Paid

Triggers when a bill is paid.
3

Contract Created

Triggers when a new document is created.
4

Contract Signed

Triggers when a document is signed.
5

Project Created

Triggers when a new project is created.
6

Project Updated

Triggers when a project is updated.
7

Proposal Deleted

Triggers when a proposal is deleted.
8

Proposal Updated

Triggers when a proposal is updated.
9

Task Deleted

Triggers when a task is deleted.
10

Billing Deleted

Triggers when a billing is deleted.
11

Billing Updated

Triggers when a billing is updated.
12

Contract Deleted

Triggers when a document is deleted.
13

Contract Updated

Triggers when a document is updated.
14

Project Deleted

Triggers when a project is deleted.
15

Proposal Created

Triggers when a new proposal is created.
16

Proposal Signed

Triggers when a proposal is signed.
17

Task Created

Triggers when a new task is created.
18

Task Updated

Triggers when a task is updated.
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Retently to Doerkit

We don't have any triggers yet for Doerkit, but we're working on it!

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