Integrate Craftboxx with Retently
Trigger NPS/CSAT surveys after project completions or customer appointments, sync customer profiles to ensure up-to-date contact information, and use feedback scores to improve project management and customer service strategies.
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About Craftboxx
Craftboxx is a platform for managing projects, appointments, and customer interactions. It allows users to create, update, and monitor appointments and projects, as well as manage customer information.
Craftboxx to Retently
New Appointment
Triggers when a new Appointment is created in Craftboxx.New Customer
Triggers when a new Customer is created in Craftboxx.New Project
Triggers when a new Project is created in Craftboxx.Updated Article
Triggers when an Article is updated in Craftboxx.Updated Customer Address
Triggers when a Customer Address is updated in Craftboxx.New Article
Triggers when a new Article is created in Craftboxx.New Customer Address
Triggers when a new Customer Address is created in Craftboxx.Updated Appointment
Triggers when an Appointment is updated in Craftboxx.Updated Customer
Triggers when a Customer is updated in Craftboxx.Updated Project
Triggers when a Project is updated in Craftboxx.
Retently to Craftboxx
Create Article
Creates a new Article in Craftboxx.Create Project and Appointment
Creates a new Project and its Appointment in Craftboxx.Update Customer and Mailing-Address
Updates a Customer and its Mailing-Address in Craftboxx.Search Article
Finds an Article by Number in Craftboxx.Search Project
Finds a Project by Number in Craftboxx.Find or Create Customers
Finds a Customer by Number or Email in Craftboxx.Create Customer and Mailing-Address
Creates a new Customer and its Mailing-Address in Craftboxx.Update Article
Updates an Article in Craftboxx.Update Project and Appointment
Updates a Project and its Appointment in Craftboxx.Search Customer
Finds a Customer by Number or Email in Craftboxx.Find or Create Articles
Finds an Article by Number in Craftboxx.Find or Create Projects
Finds a Project by Number in Craftboxx.Related blog posts
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