Integrate QuoteMachine with Retently
Trigger NPS/CSAT surveys after quote acceptance or invoice payment, sync customer contact and transaction data with Retently, and use feedback scores to improve sales and customer service processes.
Start Free Trial
About QuoteMachine
QuoteMachine allows users to create and manage quotes, invoices, and contacts. It enables tracking of payment transactions and actions related to quotes, invoices, and contact management.
QuoteMachine to Retently
Contact Created
Triggers when a contact is created.Contact Updated
Triggers when a contact is updated.Invoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).Order Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).Quote Payment Transaction Updated
Triggers when a quote deposit is updated (received and then captured or declined).Contact Deleted
Triggers when a contact is deleted.Invoice Created
Triggers when an invoice is created (sent or marked as done).Order Created
Triggers when an order is marked as done.Won Quote
Triggers when a quote is won.Proposed Quote
Triggers when a quote is proposed to a customer.
Retently to QuoteMachine
Create an Organization
Creates an organization (contact).Find a Contact
Searches for a contact.Create a Person
Creates a person (contact).Related blog posts
16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)
There are two ways to grow your business.Ā The first is to acquire new cu...
Alex Bitca 
Similar Proposal & Invoice Management integrations
Apparound
zapier
Trigger NPS/CSAT surveys after proposal acceptance or invoice payment, sync customer profiles to ensure...
Cacheflow
zapier
Trigger NPS/CSAT surveys after subscription renewals or billing events, sync customer billing and subscription...
Clientary
zapier
Trigger NPS/CSAT surveys after project completion or invoice payments, sync customer contact and transaction...
Edens
zapier
Trigger NPS/CSAT surveys after contract signing or invoice processing to gather feedback on the...
Fiverr Workspace
zapier
Trigger NPS/CSAT surveys after project completion or client interactions, sync client profiles and project...
Fresh Proposals
zapier
Trigger NPS/CSAT surveys after a proposal is accepted or rejected, sync client profiles and...
Invoice Ninja
zapier
Trigger automated NPS/CSAT surveys after invoice payments or project completions, sync customer contact details...
Invoice2go
zapier
Trigger NPS/CSAT surveys after invoice payments to gather feedback on the billing experience, sync...
Offorte Proposals
zapier
Trigger NPS/CSAT surveys after a proposal is accepted or rejected to gather feedback on...
Offri
zapier
Sync customer contact information between Offri and Retently to maintain accurate profiles. Trigger NPS/CSAT...
Paigo
zapier
Trigger NPS/CSAT surveys after invoices are sent or proposals are accepted, sync customer profiles...
Portal.io
zapier
Trigger NPS/CSAT surveys after significant customer interactions such as order status changes or payment...
Route the...
zapier
Trigger NPS/CSAT surveys when a new client is created or updated, sync client data...
ServiceWorks
zapier
Trigger NPS/CSAT surveys after job completions to gather feedback on service quality, sync customer...
Shop-Ware
zapier
Trigger automated NPS/CSAT surveys after repair orders are completed, sync customer contact details and...
Steady
zapier
Trigger NPS/CSAT surveys after subscription renewals or cancellations, sync customer profile data to keep...
Trackfront
zapier
Trigger NPS/CSAT surveys when a project is completed or a significant status change occurs,...
Start your free 7-day trial
Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.
