Integrate Kopperfield with Retently

Trigger NPS/CSAT surveys after project completion or payment processing, sync customer profiles and project status updates with Retently, and use survey feedback to enhance project management and customer service strategies.

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About Kopperfield

Kopperfield is a platform for managing appointments, projects, and payments related to customer interactions. It enables users to track deposits, bids, and project status updates.

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Kopperfield to Retently

1

Appointment Created

Triggers when an appointment is created.
2

Deposit Received

Triggers when Kopperfield receives a deposit payment from the customer.
3

Project Created

Triggers when a project is created.
4

Bid Accepted

Triggers when a bid is accepted by the customer.
5

Payment Received

Triggers when Kopperfield receives a payment from the customer.
6

Project Pairing Status Updated

Triggers when a project has either been accepted or declined by a provider. For use by Kopperfield partners.
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Retently to Kopperfield

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

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