Integrate Firm360 with Retently
Trigger NPS/CSAT surveys after project completions or significant client interactions, sync client contact details and project information with Retently, and use feedback scores to enhance client relationship management and project delivery strategies.
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About Firm360
Manages clients and projects, allowing users to create, find, and update client and project information.
Firm360 to Retently
Client Added or Updated
Triggers when client is added or updated.Project Updated
Triggers when project is reassigned or status is changed.
Retently to Firm360
Create Client
Creates a new client.Create Project
Creates a new project for the given client.Find a Client
Search for client by name or number.Find a Project
Search for project in a certain client by name.Find or Create Client
Finds or creates a specific client.Find or Create Project
Finds or creates a specific project.Create Contact
Creates a new contact for the given client.Create Recurring Project
Creates a new recurring project for the given client.Find a Contact
Search for contact by email for the specified client.Find a Recurring Project
Search for recurring project in a certain client by name.Find or Create Contact
Finds or creates a specific contact.Find or Create Recurring Project
Finds or creates a specific recurring project.Related blog posts
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