Integrate Skhokho with Retently

Trigger NPS/CSAT surveys after project completion or invoice payment, sync customer profiles between Skhokho and Retently to ensure up-to-date customer information, and use survey feedback to enhance client management strategies.

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About Skhokho

Skhokho is a project, client, and financial management platform that allows users to create accounts, contacts, products, quotes, invoices, and manage various financial data.

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Skhokho to Retently

1

New Account

Triggers when a new account is added on Skhokho.
2

New Contact

Triggers when a new contact is added on Skhokho.
3

New Hustle

Triggers when a new hustle is added on Skhokho.
4

New Product

Triggers when a new product has been added on the Skhokho website for the authenticated user.
5

New Quote

Triggers when a new quote is added on Skhokho.
6

New Client

Triggers when a new client has been added on Skhokho website.
7

New Expense

Triggers when a new expense is added on Skhokho.
8

New Invoice

Triggers when a new invoice is added on Skhokho.
9

New Project

Triggers when a new project has been added on the Skhokho website for the authenticated user.
10

New Vendor

Triggers when a new vendor is added on Skhokho.
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Retently to Skhokho

1

Create Account

Creates a new financial account on Skhokho with data provided.
2

Create Contact

Creates a new contact profile on Skhokho with data provided.
3

Create Hustle

Creates a new hustle on Skhokho CRM App with data provided.
4

Create Invoice Items

First you need to create a new invoice and obtain the uniqueId from the response. Then use the uniqueId to add line items to that invoice.
5

Create Project

Creates a project record on Skhokho.
6

Create Quote Items

First you need to create a new quote and obtain the uniqueId from the response. Then use the uniqueId to add line items to the quote.
7

Create Client

Creates a new client profile on Skhokho with data provided.
8

Create Expense

Creates a new expense on Skhokho with data provided.
9

Create Invoice

Creates a new invoice on Skhokho with data provided.
10

Create Product

Creates a Product/Service record on Skhokho.
11

Create Quote

Creates a new quote record on Skhokho with data provided.
12

Create Vendor

Creates a new vendor on Skhokho with data provided.

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