Integrate Firm360 with Retently

Trigger NPS/CSAT surveys after project completions or significant client interactions, sync client contact details and project information with Retently, and use feedback scores to enhance client relationship management and project delivery strategies.

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About Firm360

Manages clients and projects, allowing users to create, find, and update client and project information.

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Firm360 to Retently

1

Client Added or Updated

Triggers when client is added or updated.
2

Project Updated

Triggers when project is reassigned or status is changed.
RetentlyFirm360 logo

Retently to Firm360

1

Create Client

Creates a new client.
2

Create Project

Creates a new project for the given client.
3

Find a Client

Search for client by name or number.
4

Find a Project

Search for project in a certain client by name.
5

Find or Create Client

Finds or creates a specific client.
6

Find or Create Project

Finds or creates a specific project.
7

Create Contact

Creates a new contact for the given client.
8

Create Recurring Project

Creates a new recurring project for the given client.
9

Find a Contact

Search for contact by email for the specified client.
10

Find a Recurring Project

Search for recurring project in a certain client by name.
11

Find or Create Contact

Finds or creates a specific contact.
12

Find or Create Recurring Project

Finds or creates a specific recurring project.

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