Integrate SuperOffice CRM with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as sales or support updates, sync customer profiles to ensure up-to-date contact information and preferences, and utilize feedback scores to enhance customer relationship strategies.

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About SuperOffice CRM

SuperOffice CRM offers tools for managing customer relationships, appointments, documents, and sales-related activities. It enables users to create and update various records efficiently, helping businesses manage interactions and information.

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SuperOffice CRM to Retently

1

New Appointment

Triggers when a new appointment is created.
2

New Company

Triggers when a new company is created.
3

New Document

Triggers when a new document is created.
4

New Contact

Triggers when a new contact is created.
5

New Project

Triggers when a new project is created.
6

New Sale

Triggers when a new sale is created.
7

New Request

Triggers when a new request is created.
8

Company Changed

Triggers when an existing company is changed.
9

Document Changed

Triggers when an existing document is changed.
10

Contact Changed

Triggers when an existing contact is changed.
11

Project Changed

Triggers when an existing project is modified in SuperOffice.
12

New Project Member

Triggers when a new project member is added to a project.
13

Sale Changed

Triggers when a sale is updated.
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Retently to SuperOffice CRM

1

Create Request Message Attachment

Creates a new request message attachment.
2

Create Document

Creates a new document.
3

Create Project

Creates a new project.
4

Remove Project Member

Removes a project member.
5

Create Request

Creates a new request.
6

Update Company

Updates an existing company content.
7

Update Contact

Updates an existing contact content.
8

Find Company

Finds a company based on id, name, number, phone, e-mail, or URL.
9

Find Project

Finds a project based on id, name, or number.
10

Find Request

Finds a request by id, title, author, or contact.
11

Find or Create Contact

Finds a contact based on id, e-mail, phone number, URL, or number.
12

Find or Create Sale

Finds a sale by id, title, or number.
13

Create Appointment

Creates a new appointment.
14

Create Company

Creates a new company.
15

Create Contact

Creates a new contact.
16

Create Project Member

Creates a new project member.
17

Create Sale

Creates a new sale.
18

Create Request Message

Creates a new message for an existing request.
19

Update Document Content

Updates an existing document content.
20

Update Request

Updates an existing request content.
21

Find Contact

Finds a contact based on id, e-mail, phone number, URL, or number.
22

Find Sale

Finds a sale by id, title, or number.
23

Find or Create Company

Finds a company based on id, name, number, phone, e-mail, or URL.
24

Find or Create Project

Finds a project based on id, name, or number.
25

Find or Create Request

Finds a request by id, title, author, or contact.

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