Integrate COR with Retently
Trigger NPS/CSAT surveys after project milestones or client meetings to gather feedback on agency performance, sync client profiles and engagement data to maintain consistent customer records, and use feedback scores to improve project management and client relationship strategies.
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About COR
COR is a management solution for creative agencies that automates timesheets and improves client engagements.
COR to Retently
Create Brand
Triggers when a new Brand is created.Create Hour
Triggers when a new Hour is created.Create Product
Triggers when a new Product is created.Create Task
Triggers when a new Task is created.Delete Brand
Triggers when a Brand is deleted.Delete Hour
Triggers when an Hour is deleted.Delete Project
Triggers when a Project is deleted.Update Client
Triggers when a Client is updated.Update Task
Triggers when a Task is updated.Create Client
Triggers when a new Client is created.Create Invoice
Triggers when a new Invoice is created.Create Project
Triggers when a new Project is created.Create User
Triggers when a new User is created.Delete Client
Triggers when a Client is deleted.Delete Product
Triggers when a Product is deleted.Delete User
Triggers when a User is deleted.Update Project
Triggers when a Project is updated.Update User
Triggers when a User is updated.
Retently to COR
Create Fee
Creates a new Fee.Create Quickbooks Expense
Creates a QuickBooks Expense.Create Invoice
Creates an Invoice.Create Quickbooks Invoice
Creates a QuickBooks Invoice.Delete Client
Deletes a client in your COR Instance.Delete Project
Deletes a project in your COR Instance.Update Project
Updates a project in your COR Instance.Update Task
Updates a Task.Related blog posts
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