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Integrate Billed with Retently

Trigger NPS/CSAT surveys after invoice payments or project completions, sync customer account details to keep feedback aligned with financial interactions, and use survey responses to improve financial service offerings.

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Billed logo

About Billed

Manages client accounts, expenses, invoices, payments, tasks, and projects. Provides functionality for creating, editing, and deleting various financial records.

Billed logo

Billed to Retently

1

Delete Client

Triggers when a client is deleted.
2

Delete Expense

Triggers when an expense is deleted.
3

Delete Item

Triggers when an item is deleted.
4

Delete Project

Triggers when a project is deleted.
5

Delete Timelog

Triggers when a timelog is deleted.
6

Edit Estimate

Triggers when an estimate is edited.
7

Edit Invoice

Triggers when an invoice is edited.
8

Edit Payment

Triggers when a payment is updated.
9

Edit Task

Triggers when a task is edited.
10

New Client

Triggers when a new client is created.
11

New Expense

Triggers when an expense is created.
12

New Invoice

Triggers when an invoice is created.
13

New Payment

Triggers when a payment is created.
14

New Task

Triggers when a task is created.
15

Delete Estimate

Triggers when an estimate is deleted.
16

Delete Invoice

Triggers when an invoice is deleted.
17

Delete Payment

Triggers when a payment is deleted.
18

Delete Task

Triggers when a task is deleted.
19

Edit Client

Triggers when a client is edited.
20

Edit Expense

Triggers when an expense is edited.
21

Edit Item

Triggers when an item is updated.
22

Edit Project

Triggers when a project is edited.
23

Edit Timelog

Triggers when a timelog is edited.
24

New Estimate

Triggers when an estimate is created.
25

New Expense Category

Triggers when an expense category is created.
26

New Item

Triggers when a new item is created.
27

New Project

Triggers when a project is created.
28

New Timelog

Triggers when a timelog is created.
Billed logo

Retently to Billed

1

Create Client

Creates a new client.
2

Create Expense

Creates an expense record.
3

Create Item

Creates an item.
4

Create Project

Creates a new project.
5

Start Timer

Starts logging the time.
6

Update Client

Updates a client.
7

Update Expense

Updates an expense.
8

Update Item

Updates an item.
9

Update Project

Updates a project.
10

Update Timer

Updates the existing logged record.

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