Integrate Indy with Retently

Trigger NPS/CSAT surveys after project completion or invoice processing, sync client contact information and project details, use feedback scores to improve client management and project delivery processes.

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About Indy

Indy provides tools for client management, project tracking, contract handling, and invoice processing. It facilitates collaboration through various features including task creation and deliverables management.

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Indy to Retently

1

Client Created

Triggers when a new client is created.
2

Contract Viewed

Triggers when a contract is viewed.
3

Deposit Paid

Triggers when an invoice deposit is paid.
4

Invoice Viewed

Triggers when an invoice is viewed.
5

Deliverable Created

Triggers when a deliverable is created.
6

Project Marked Done

Triggers when a project is marked done.
7

Proposal Viewed

Triggers when a proposal is viewed.
8

Task Created

Triggers when a task is created.
9

Contract Signed

Triggers when a contract is signed.
10

New Form Response

Triggers when a new form response arrives.
11

Invoice Paid

Triggers when an invoice is paid.
12

Deliverable Marked Done

Triggers when a deliverable is marked done.
13

Project Created

Triggers when a project has been created.
14

Proposal Approved

Triggers when a proposal is approved.
15

Task Marked Done

Triggers when a task is marked done.
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Retently to Indy

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

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