Integrate Sonderplan with Retently

Trigger NPS/CSAT surveys after project completions or invoice payments, sync customer contact details and project history with Retently, and use survey feedback to enhance customer relationship strategies.

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About Sonderplan

Sonderplan provides tools for managing bookings, contacts, projects, and invoices. It allows users to create and update various entities associated with sales and customer relations.

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Sonderplan to Retently

1

New Booking

Triggers when a booking is created.
2

New Invoice

Triggers when an invoice is created.
3

New Quote

Triggers when a quote is created.
4

Updated Contact

Triggers when a contact is updated.
5

New Contact

Triggers when a new contact is created.
6

New Project

Triggers when a new project is created.
7

Updated Booking

Triggers when a booking is updated.
8

Updated Project

Triggers when a project is updated.
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Retently to Sonderplan

1

Create Booking

Creates a booking.
2

Create Project

Creates a project.
3

Update Contact

Updates a contact.
4

Find Booking

Finds a booking.
5

Find Client Contact

Finds a contact that has been marked as a client.
6

Find Project

Finds a project.
7

Create Contact

Creates a contact.
8

Update Booking

Updates an existing booking.
9

Update Project

Updates an existing project.
10

Find Booking Status

Finds a booking status.
11

Find Contact

Finds a contact.
12

Find Resource

Finds a resource.

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