Integrate Invoice2go with Retently
Trigger NPS/CSAT surveys after invoice payments to gather feedback on the billing experience, sync customer contact details and payment history with Retently, and use survey responses to improve customer service and retention strategies.
Start Free TrialAbout Invoice2go
Invoice2go is a tool designed for managing customer relationships, creating invoices, and accepting payments. It assists small businesses in improving cash flow and establishing an online presence.
Invoice2go to Retently
Retently to Invoice2go
Create Client
Creates a client in Invoice2go.Create Item
Creates an item in Invoice2go.Similar Proposal & Invoice Management integrations
Trigger NPS/CSAT surveys after proposal acceptance or invoice payment, sync customer profiles to ensure...
Trigger NPS/CSAT surveys after subscription renewals or billing events, sync customer billing and subscription...
Trigger NPS/CSAT surveys after project completion or invoice payments, sync customer contact and transaction...
Trigger NPS/CSAT surveys after contract signing or invoice processing to gather feedback on the...
Trigger NPS/CSAT surveys after project completion or client interactions, sync client profiles and project...
Trigger NPS/CSAT surveys after a proposal is accepted or rejected, sync client profiles and...
Trigger automated NPS/CSAT surveys after invoice payments or project completions, sync customer contact details...
Trigger NPS/CSAT surveys after a proposal is accepted or rejected to gather feedback on...
Sync customer contact information between Offri and Retently to maintain accurate profiles. Trigger NPS/CSAT...
Trigger NPS/CSAT surveys after invoices are sent or proposals are accepted, sync customer profiles...
Trigger NPS/CSAT surveys after significant customer interactions such as order status changes or payment...
Trigger NPS/CSAT surveys after quote acceptance or invoice payment, sync customer contact and transaction...
Trigger NPS/CSAT surveys when a new client is created or updated, sync client data...
Trigger NPS/CSAT surveys after job completions to gather feedback on service quality, sync customer...
Trigger automated NPS/CSAT surveys after repair orders are completed, sync customer contact details and...
Trigger NPS/CSAT surveys after subscription renewals or cancellations, sync customer profile data to keep...
Trigger NPS/CSAT surveys when a project is completed or a significant status change occurs,...