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Integrate Planning Pod with Retently

Trigger NPS/CSAT surveys after event completion or significant interactions like contract signing or ticket purchase. Sync customer profiles and feedback data to enhance event management strategies and customer satisfaction tracking.

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Planning Pod logo

About Planning Pod

Planning Pod is an event management app that helps users manage appointments, contacts, deposits, invoices, leads, proposals, to-dos, attendees, contract signatures, form responses, and ticket payments.

Planning Pod logo

Planning Pod to Retently

1

New Appointment

Triggers when a new appointment is created in the calendar.
2

New Contact

Triggers when a new contact is created.
3

New Deposit

Triggers when a new deposit is created.
4

New Invoice Payment

Triggers when a new payment is created for an invoice.
5

New Lead

Triggers when a new lead is created.
6

New Proposal

Triggers when a new proposal has been created.
7

New To-Do

Triggers when a new to-do is created in an event.
8

New Attendee

Triggers when a new attendee is created in an event.
9

New Contract Signature

Triggers when a contract has been signed.
10

New Form Response

Triggers when a new form response is captured.
11

New Invoice

Triggers when a new invoice is created.
12

New Ticket Payment

Triggers when a new ticket payment is created.
13

New Proposal Signature

Triggers when a proposal has been signed.
Planning Pod logo

Retently to Planning Pod

1

Create Lead

Creates a new lead.
2

Create Contact

Creates a new contact.

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