Integrate Priority with Retently
Trigger NPS/CSAT surveys after sales order completions or lead conversions, sync customer profiles between Priority and Retently to ensure accurate and up-to-date information for feedback collection, and use survey responses to enhance project management and customer relationship strategies.
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About Priority
Priority is a project management tool that allows users to manage leads, sales orders, and customer information, facilitating the tracking of various business operations.
Priority to Retently
Catch Contacts Webhook
Triggers when contacts have their status changed to Priority.Catch Changed Purchase Order Status Webhook
Triggers when purchase orders have their status changed to Priority.Catch Changed Customer Order Status Webhook
Triggers when customer orders have their status changed to Priority.Retently to Priority
Get Customers
Fetches a list of customers.Get Job Number
Fetches a list of job numbers.Create Job Candidate
Creates a new job candidate.Create Potential Customer
Creates a new customer in Priority with the 'potential' status.Create New Lead in Priority
Creates a new lead from any source using tools like Facebook Lead ads and HubSpot.Create a New Sales Order
Creates a new sales order with line item support in Priority for a walk-in customer.Find Customer by Email
Finds if an email address belongs to an existing customer in Priority.Update Sales Opportunity Status
Updates the status of a sales opportunity in Priority based on the opportunity code.Get Campaigns
Fetches a list of campaigns.Get Gender Code
Fetches a list of gender codes.Get Lead Types
Fetches a list of lead types.Add Shipping Charges to an Order
Updates an order with shipping charges information after creation.Create Existing Customer Sales Order
Creates a new sales order in Priority for an existing customer.Create a Sales Opportunity
Creates a new sales opportunity in Priority with an option for a task based on a known customer number.Find the Country Name by Two Letter Code
Converts a two-letter country code to the country name.Link Customer to a Lead
Assigns a customer to an existing lead.Update Sales Order Status
Updates the status of the sales order after its creation.
Alex Bitca
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