Integrate Magnetic with Retently

Trigger NPS/CSAT surveys after significant task completions or opportunity closures, sync customer contact details and feedback scores to enhance collaboration and customer relationship management, and use feedback to prioritize tasks and improve service delivery.

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About Magnetic

Magnetic allows users to create and manage opportunities, jobs, and tasks while tracking notifications and time spent on tasks. It provides functionalities for contact management and collaboration on opportunities.

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Magnetic to Retently

1

New Notification

Triggers when you have a new notification in Magnetic.
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Retently to Magnetic

1

Create Opportunity/Job

Creates a new opportunity or job.
2

Create Contact

Searches for an existing contact and appends to it or creates a new contact and company.
3

Log Time on Task

Logs time spent on an existing task.
4

Create Contact Record

Creates a record for an existing contact.
5

Create Opportunity/Job Comment

Adds a comment to an existing opportunity or job.
6

Create Task

Creates a new task.
7

Create Task Comment

Adds a comment to an existing task based on a search by code or description.

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