Integrate Karbon with Retently
Trigger NPS/CSAT surveys after significant client interactions or project milestones, sync client contact details and interaction history, and use feedback scores to improve client service and workflow efficiency.
Start Free Trial
About Karbon
Karbon is a collaborative practice management platform for accounting firms that facilitates communication and workflows. It helps manage contacts and interactions for improved efficiency.
Karbon to Retently
New Person Contact
Triggers when a new person contact is created.New Organization Contact
Triggers when a new organization contact is created.Person Contact Updated
Triggers when a person contact is updated.Organization Contact Updated
Triggers when an organization contact is updated.
Retently to Karbon
Create Person Contact
Creates a new person contact.Create Organization Contact
Creates a new organization contact.Find Person Contact
Searches for a person contact by name or email address.Update Person Contact
Updates a person contact.Update Organization Contact
Updates an organization contact.Find Organization Contact
Searches for an organization contact by name or email address.Related blog posts
Does Net Promoter Score Work for B2B Companies? You Bet It Does!
Some people argue that NPS® doesn’t work effectively for B2B companies. ...
Alex Bitca 
Similar Project Management integrations
Accelo
zapier
Trigger NPS/CSAT surveys after task completions or sales updates, sync customer contact and sales...
AdaptiveWork
zapier
Trigger NPS/CSAT surveys after project completion to gather feedback on customer satisfaction with the...
Agiled
zapier
Trigger NPS/CSAT surveys after project completion or contract milestones, sync customer and project data...
Aisle Planner
zapier
Trigger NPS/CSAT surveys after booking confirmations or event completions, sync customer profiles and event...
AroFlo
zapier
Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project...
Asana
zapier
Trigger NPS/CSAT surveys after project completion to gather feedback on team performance and project...
Avaza
zapier
Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project...
Axosoft
zapier
Trigger NPS/CSAT surveys after project completion or significant task milestones, sync customer contact details...
BUZ
zapier
Trigger NPS/CSAT surveys after key project milestones or invoice payments, sync customer profiles and...
ClickUp
zapier
Trigger NPS/CSAT surveys after completing customer-related tasks or projects, sync customer feedback scores to...
Copilot
zapier
Trigger NPS/CSAT surveys after significant client interactions or contract updates, sync client profiles and...
COR
zapier
Trigger NPS/CSAT surveys after project milestones or client meetings to gather feedback on agency...
DoneDone
zapier
Trigger NPS/CSAT surveys after the completion of support tickets or project milestones to gather...
Dovetail
zapier
Automatically import survey responses from Retently into Dovetail to enrich user research data, enabling...
Eworks Manager
zapier
Trigger NPS/CSAT surveys after job completion or invoice generation, sync customer profiles and job...
Fibery
zapier
Trigger NPS/CSAT surveys upon task completion or project milestones, sync customer-related tasks or project...
Field Service...
zapier
Trigger NPS/CSAT surveys after a service job is completed to gather customer feedback on...
FieldPulse
zapier
Trigger NPS/CSAT surveys after job completions or service requests, sync customer profiles and service...
Jira Software...
zapier
Trigger NPS/CSAT surveys after resolving support tickets or completing feature requests, sync customer feedback...
JobCloser
zapier
Trigger NPS/CSAT surveys after key client interactions or project completions, sync customer profiles and...
JobTread
zapier
Trigger NPS/CSAT surveys after project milestones or completion to gather feedback on customer satisfaction,...
Knowify
zapier
Trigger NPS/CSAT surveys after project completion or invoice payment, sync customer profiles to ensure...
Magnetic
zapier
Trigger NPS/CSAT surveys after significant task completions or opportunity closures, sync customer contact details...
MeisterTask
zapier
Trigger NPS/CSAT surveys upon task completion or project milestones, sync customer-related tasks with Retently...
monday.com
zapier
Trigger NPS/CSAT surveys upon project completion or milestone achievements, sync team and project data...
Motion.io
zapier
Trigger NPS/CSAT surveys after key onboarding steps are completed, sync client information to keep...
OneDesk
zapier
Trigger NPS/CSAT surveys after ticket resolution to gather feedback on support interactions, sync customer...
OnStrategy
zapier
Integrate Retently's survey responses to evaluate the effectiveness of strategic goals, use score updates...
PEP Cloud
zapier
Trigger NPS/CSAT surveys after key project milestones or status updates, sync client profiles between...
Pipefy
zapier
Trigger NPS/CSAT surveys after specific workflow completions like support ticket resolutions, sync customer data...
Podio
zapier
Trigger NPS/CSAT surveys after project completion or significant team interactions, sync customer and project...
Priority
zapier
Trigger NPS/CSAT surveys after sales order completions or lead conversions, sync customer profiles between...
Process Street
zapier
Trigger NPS/CSAT surveys when a workflow involving customer interaction is completed, such as after...
Procore
zapier
Trigger NPS/CSAT surveys after key project milestones or completion, sync customer and project data...
Project.co
zapier
Trigger NPS/CSAT surveys upon project completion or key milestones, sync client profiles and feedback...
PSOhub
zapier
Trigger NPS/CSAT surveys after project milestones or contract completions, sync customer project data and...
Rocketlane
zapier
Trigger NPS/CSAT surveys after project milestones or task completions, sync customer profiles and project...
Scoro
zapier
Trigger NPS/CSAT surveys after project completion or billing events, sync customer profiles and project...
Service Provider...
zapier
Trigger NPS/CSAT surveys after project completion or invoice payment, sync client profiles and project...
Severa
zapier
Trigger NPS/CSAT surveys after project completion or significant project milestones, sync customer contact information...
Simplicate
zapier
Trigger NPS/CSAT surveys after project completion or service delivery, sync customer profiles and contact...
Simpro
zapier
Trigger NPS/CSAT surveys after project completion or significant project milestones, sync customer profiles and...
SuiteDash
zapier
Trigger NPS/CSAT surveys after project completion or significant task updates, sync customer profiles and...
Tickd
zapier
Trigger NPS/CSAT surveys after a ticket is closed to gather feedback on support interactions,...
Trello
zapier
Use Retently's survey responses to trigger task creation or updates in Trello, allowing teams...
Workamajig
zapier
Trigger NPS/CSAT surveys after project milestones or client interactions, sync customer contact and project...
Wrike
zapier
Integrate Retently to trigger NPS/CSAT surveys after project milestones or task completions to gather...
Start your free 7-day trial
Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.
