Integrate Service Provider Pro with Retently

Trigger NPS/CSAT surveys after project completion or invoice payment, sync client profiles and project details with Retently, and use feedback scores to enhance service delivery and client satisfaction strategies.

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About Service Provider Pro

Service Provider Pro is a shopping cart and project management software designed for selling productized services. It allows users to manage invoices, clients, and orders efficiently.

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Service Provider Pro to Retently

1

Invoice Paid

Triggers when an invoice has been paid.
2

New Invoice

Triggers when a new invoice is created (manually or during checkout).
3

New Ticket

Triggers when a new ticket is created.
4

Order Status Changed

Triggers when the status of an order is changed.
5

New Client

Triggers when a new client is created.
6

New Order

Triggers when a new order is created.
7

Order Data Submitted

Triggers when a client submits project data.
RetentlyService Provider Pro logo

Retently to Service Provider Pro

1

Create Client

Creates a new client account.
2

Add Tag

Adds a tag to an order.
3

Update Client

Updates a client account; only the fields that are provided will be updated.
4

Find an Order

Finds an Order by Number.
5

Assign Order

Assigns order to a team member.
6

Send Message

Sends a message to the client or team.
7

Unassign Order

Unassigns order from a team member.
8

Update Order Status

Updates order status.
9

Find a User

Finds a User by Email.

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