Integrate Firmao with Retently

Trigger NPS/CSAT surveys after significant customer interactions like deal closures or task completions, sync customer profiles to keep contact information and preferences updated, and use survey feedback to improve sales and customer relationship strategies.

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About Firmao

Firmao is a tool for managing invoices, products, tasks, companies, and deals. It allows users to create and update various entities, streamlining operations within sales and customer relationship management.

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Firmao to Retently

1

New or Updated Invoice

Triggers when an invoice is created or updated in Firmao.
2

New or Updated Product

Triggers when a new product is created or an existing product is changed.
3

New or Updated Task

Triggers when a task is created or updated in Firmao.
4

New or Updated Company

Triggers when a new company is created or updated in Firmao.
5

New or Updated Deal

Triggers when a deal is created or updated in Firmao.
RetentlyFirmao logo

Retently to Firmao

1

Create Deal

Creates a deal in Firmao.
2

Create Company

Creates a company in Firmao.
3

Create Task

Creates a new task in Firmao.

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