Integrate Knowify with Retently
Trigger NPS/CSAT surveys after project completion or invoice payment, sync customer profiles to ensure feedback is associated with the correct project, and use survey responses to improve project management and customer service strategies.
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About Knowify
Knowify is a job costing and project management platform that helps contractors manage projects, invoices, and payments effectively.
Knowify to Retently
New AIA Invoice
Triggers when a new AIA invoice has been added.New Bill
Triggers when a new bill has been added.Bill Sent for Approval
Triggers when a bill is sent for approval.Contract Job Made Active
Triggers when a contract job has been made active.New Invoice
Triggers when a new invoice has been added.New Payment
Triggers when a new payment is added.New Product
Triggers when a new product has been added.Job Closed
Triggers when a contract job has been closed.New Purchase
Triggers when a new purchase has been added.New Task
Triggers when a new task has been added.New Service Job
Triggers when a new service job has been added.New Vendor
Triggers when a new vendor has been added.New Allocation
Triggers when a new allocation has been added.New Bill Payment
Triggers when a new bill payment is added.New Client
Triggers when a new client has been added.Contract Out for Signature
Triggers when a contract job has been sent out for signature.New Invoice Payment
Triggers when a new invoice payment is added.Phase Status Changed
Triggers when a phase status is changed.New Contract Job
Triggers when a new contract job has been added.Job Reopened
Triggers when a contract job has been reopened.Submittal Approved
Triggers when a submittal has been approved.Task Marked Complete
Triggers when a task has been marked complete.Service Job Marked Complete
Triggers when a service job has been marked complete.
Retently to Knowify
Create Client
Creates a new client.Create Contract Job
Creates a new contract job.Create Task
Creates a new task.Update Product
Updates an existing product.Find Client
Finds a client by name.Find Product
Finds a product by name.Get Job by Id
Gets a job by Id.Find Task
Finds a task by description.Get User by Id
Gets a user by Id.Create Active Contract Job
Creates an active contract job with a phase.Create Product
Creates a new product.Add Remote Document
Adds a remote document to a project.Create Vendor
Creates a new vendor.Update Task
Updates an existing task.Get Client by Id
Gets a client by Id.Find Job
Finds a job by name.Find Resource
Finds a resource by name.Find User
Finds a user by name.Get Vendor by Id
Gets a vendor by Id.Related blog posts
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