Integrate Whoz with Retently

Trigger NPS/CSAT surveys after significant project milestones or account updates, sync customer profiles between Whoz and Retently to maintain up-to-date feedback data, and use survey responses to improve project management and customer satisfaction strategies.

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RetentlyWhoz logo

About Whoz

Whoz provides features to create and manage accounts, opportunities, and projects. It allows tracking updates to members and tasks.

Whoz logoRetently

Whoz to Retently

1

Account Created

Triggers when an account has been created.
2

Member Updated

Triggers when a member has been updated.
3

Opportunity Lost

Triggers when an opportunity has been lost.
4

Opportunity Won

Triggers when an opportunity has been won.
5

Task Created

Triggers when a task has been created.
6

Member Created

Triggers when a member has been created.
7

Opportunity/Deal Created

Triggers when an opportunity or a deal has been created.
8

Opportunity/Deal Updated

Triggers when an opportunity or a deal has been updated.
9

Project Created

Triggers when a project has been created.
10

Task Updated

Triggers when a task has been updated.
RetentlyWhoz logo

Retently to Whoz

1

Create Account

Creates an account.
2

Save Opportunity/Deal

Creates, updates, or patches an opportunity or a deal.
3

Find Account

Finds an account.
4

Set Timesheet Workloads With a CSV File

Sets a number of days as 'Busy - Billable' from a starting month in a member's timesheet.
5

Find Opportunity/Deal

Finds an opportunity/deal by its identifier.
6

Find Member

Finds a member by its identifier.

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