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.

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Knowify to Retently

1

New AIA Invoice

Triggers when a new AIA invoice has been added.
2

New Bill

Triggers when a new bill has been added.
3

Bill Sent for Approval

Triggers when a bill is sent for approval.
4

Contract Job Made Active

Triggers when a contract job has been made active.
5

New Invoice

Triggers when a new invoice has been added.
6

New Payment

Triggers when a new payment is added.
7

New Product

Triggers when a new product has been added.
8

Job Closed

Triggers when a contract job has been closed.
9

New Purchase

Triggers when a new purchase has been added.
10

New Task

Triggers when a new task has been added.
11

New Service Job

Triggers when a new service job has been added.
12

New Vendor

Triggers when a new vendor has been added.
13

New Allocation

Triggers when a new allocation has been added.
14

New Bill Payment

Triggers when a new bill payment is added.
15

New Client

Triggers when a new client has been added.
16

Contract Out for Signature

Triggers when a contract job has been sent out for signature.
17

New Invoice Payment

Triggers when a new invoice payment is added.
18

Phase Status Changed

Triggers when a phase status is changed.
19

New Contract Job

Triggers when a new contract job has been added.
20

Job Reopened

Triggers when a contract job has been reopened.
21

Submittal Approved

Triggers when a submittal has been approved.
22

Task Marked Complete

Triggers when a task has been marked complete.
23

Service Job Marked Complete

Triggers when a service job has been marked complete.
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Retently to Knowify

1

Create Client

Creates a new client.
2

Create Contract Job

Creates a new contract job.
3

Create Task

Creates a new task.
4

Update Product

Updates an existing product.
5

Find Client

Finds a client by name.
6

Find Product

Finds a product by name.
7

Get Job by Id

Gets a job by Id.
8

Find Task

Finds a task by description.
9

Get User by Id

Gets a user by Id.
10

Create Active Contract Job

Creates an active contract job with a phase.
11

Create Product

Creates a new product.
12

Add Remote Document

Adds a remote document to a project.
13

Create Vendor

Creates a new vendor.
14

Update Task

Updates an existing task.
15

Get Client by Id

Gets a client by Id.
16

Find Job

Finds a job by name.
17

Find Resource

Finds a resource by name.
18

Find User

Finds a user by name.
19

Get Vendor by Id

Gets a vendor by Id.

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