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Integrate AroFlo with Retently

Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project data with Retently to maintain updated customer feedback records, and use survey responses to improve project management and client satisfaction strategies.

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AroFlo logo

About AroFlo

AroFlo is a project management tool that allows users to manage clients, tasks, invoices, and timesheets. It provides functionalities for creating and updating records, as well as retrieving specific information through searches.

AroFlo logo

AroFlo to Retently

1

List New or Updated Clients

Triggers when a new client is created or an existing client has been updated.
2

List New or Updated Tasks

Triggers when a new task is created or an existing task is updated.
3

List New or Updated Invoices

Triggers when a new invoice is created or an existing invoice is updated.
4

List Timesheets

Triggers when new timesheet entries are entered into AroFlo.
AroFlo logo

Retently to AroFlo

1

Add Task Note

Adds a note to a task in AroFlo.
2

Create Task

Creates a new task in AroFlo.
3

Update Client

Updates a client in AroFlo with new data.
4

Update Task Fields

Updates certain task fields in AroFlo.
5

Find Asset

Finds an asset by asset ID, category, asset name, order code, customer ID, or serial number.
6

Find Client

Searches for a client based on the Company/Reference Name.
7

Find Schedule

Finds a schedule in AroFlo by several fields.
8

Find Timesheet Group

Returns combined data for a timesheet grouping.
9

Find or Create Client

Searches for a client based on the Company/Reference Name or creates a new client if not found.
10

Create Client

Creates a new client in AroFlo.
11

Create User

Creates a new user in AroFlo.
12

Custom Payload

Sends a custom payload for AroFlo.
13

Update Task Status

Updates a task status and sub-status.
14

Find Business Unit

Searches for a business unit by name.
15

Find Invoice

Finds an invoice in AroFlo.
16

Find Task

Finds a task in AroFlo.
17

Find User

Looks up a user in AroFlo.
18

Find or Create Task

Finds a task in AroFlo or creates a new task if not found.

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