Integrate Moskit with Retently

Sync customer profiles between Moskit and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions such as deal closures, and use survey responses to refine customer engagement strategies.

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About Moskit

Moskit CRM provides tools for contact management, deal tracking, and opportunity management to enhance customer relationships.

Moskit logoRetently

Moskit to Retently

1

Activity Completion Attempt

Triggers when activity is tried.
2

Activity Completed

Triggers when a new activity is done.
3

Activity Updated

Triggers when a new activity is updated.
4

Company Responsible Changed

Triggers when company responsible is changed.
5

New Contact Created

Triggers when a new contact is created.
6

Contact Updated

Triggers when a contact is updated.
7

Deal Lost

Triggers when a deal is lost.
8

Deal Responsible Changed

Triggers when a deal responsible is changed.
9

Deal Updated

Triggers when a deal is updated.
10

Project Archived

Triggers when a project is archived.
11

Project Responsible Changed

Triggers when the project responsible is changed.
12

Project Unarchived

Triggers when a project is unarchived.
13

New Activity Created

Triggers when a new activity is created.
14

Activity Responsible Changed

Triggers when activity responsible is changed.
15

New Company Created

Triggers when a new company is created.
16

Company Updated

Triggers when a company is updated.
17

Contact Responsible Changed

Triggers when contact responsible is changed.
18

New Deal Created

Triggers when a new deal is created.
19

Deal Reopened

Triggers when a deal status is open.
20

Deal Stage Changed

Triggers when a deal stage is changed.
21

Deal Won

Triggers when a deal is won.
22

New Project Created

Triggers when a new project is created.
23

Project Step Changed

Triggers when the step of the project is changed.
24

Project Updated

Triggers when a project is updated.
RetentlyMoskit logo

Retently to Moskit

1

Create Activity

Creates a new activity.
2

Change Activity Responsible

Changes the responsible of activity.
3

Create Company

Creates a new company.
4

Change Company Responsible

Changes the responsible of a company.
5

Create Contact

Creates a new contact.
6

Change Contact Responsible

Changes the responsible of a contact.
7

Create Deal

Creates a new deal.
8

Add Deal Note

Creates a note in a deal.
9

Change Deal Stage

Changes the stage of the deal.
10

Won Deal

Marks a deal as won.
11

Add Product to Deal

Links a new product to a deal.
12

Archive Project

Archives a project.
13

Add Project Note

Creates a note in a project.
14

Change Project Step

Changes the step of a project.
15

Update Project

Updates a project.
16

Search Company

Searches for a company.
17

Search Deal

Searches for a deal.
18

Search Project

Searches for a project.
19

Search Activity

Searches for an activity.
20

Search Contact

Searches for a contact.
21

Search Product

Searches for a product.
22

Complete Activity

Marks activity as done.
23

Update Activity

Updates an activity.
24

Add Company Note

Creates a note in a company.
25

Update Company

Updates a company.
26

Add Contact Note

Creates a note in a contact.
27

Update Contact

Updates a contact.
28

Lose Deal

Marks a deal as lost.
29

Change Deal Responsible

Changes the responsible of a deal.
30

Update Deal

Updates a deal.
31

Create Product

Creates a new product.
32

Update Product

Updates a product.
33

Create Project

Creates a new project.
34

Change Project Responsible

Changes the responsible of a project.
35

Unarchive Project

Unarchives a project.
36

Search Activity

Searches for an activity.
37

Search Contact

Searches for a contact.
38

Search Product

Searches for a product.
39

Search User

Searches for a user.
40

Search Company

Searches for a company.
41

Search Deal

Searches for a deal.
42

Search Project

Searches for a project.

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