Integrate Simplicate with Retently

Trigger NPS/CSAT surveys after project completion or service delivery, sync customer profiles and contact information, and use survey responses to enhance project management and customer service strategies.

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About Simplicate

Simplicate is a CRM and project management software that allows users to manage customers, projects, invoices, and time registration. It offers functionalities for sales tracking and service management.

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Simplicate to Retently

1

Invoices Paid

Triggers when invoices are paid.
2

New Companies

Triggers when new companies are created.
3

New Employees

Triggers when new employees are created.
4

New Projects

Triggers when new projects are created.
5

New Services

Triggers when new services are created.
6

Quotes Sent

Triggers when quotes are sent in a sales process.
7

New or Updated Companies

Triggers when companies are created or updated.
8

New or Updated Employees

Triggers when employees are created or updated.
9

New or Updated Projects

Triggers when projects are created or updated.
10

Updated Services

Triggers when services are updated.
11

Invoices Sent

Triggers when an invoice is sent.
12

New Contacts

Triggers when new contacts are created.
13

New Hours

Triggers when new hours are created.
14

New Sales

Triggers when new sales are created.
15

New Timeline Notes

Triggers when new timeline notes are created.
16

Sales Accepted

Triggers when sales processes are accepted.
17

New or Updated Contacts

Triggers when contacts are created or updated.
18

Updated Hours

Triggers when hours are updated.
19

New or Updated Sales

Triggers when sales are created or updated.
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Retently to Simplicate

1

Create Contact

Creates a contact.
2

Create (Fixed Fee) Service

Creates a fixed fee service.
3

Create Sales

Creates an open sale.
4

Update Company

Updates a company.
5

Update Project

Updates a project.
6

Find Company by ID

Finds a company by ID.
7

Find Contact by ID

Finds a contact by ID.
8

Find Project by ID

Finds a project by ID.
9

Find Company by Name

Finds a company by name.
10

Find Contact by Email

Finds a contact by email.
11

Find Sales by ID

Finds a sale by ID.
12

Create Company

Creates a company.
13

Create (Fixed Fee) Sales Service

Creates a fixed fee sales service.
14

Create Project

Creates a project.
15

Create Timeline Note

Creates a new timeline note.
16

Update Contact

Updates a contact.
17

Update Sales

Updates a sale.

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