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.

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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.

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QuoteMachine to Retently

1

Contact Created

Triggers when a contact is created.
2

Contact Updated

Triggers when a contact is updated.
3

Invoice Payment Transaction Updated

Triggers when an invoice is updated (received and then captured or declined).
4

Order Payment Transaction Updated

Triggers when an order deposit is updated (received and then captured or declined).
5

Quote Payment Transaction Updated

Triggers when a quote deposit is updated (received and then captured or declined).
6

Contact Deleted

Triggers when a contact is deleted.
7

Invoice Created

Triggers when an invoice is created (sent or marked as done).
8

Order Created

Triggers when an order is marked as done.
9

Won Quote

Triggers when a quote is won.
10

Proposed Quote

Triggers when a quote is proposed to a customer.
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Retently to QuoteMachine

1

Create an Organization

Creates an organization (contact).
2

Find a Contact

Searches for a contact.
3

Create a Person

Creates a person (contact).

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