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Integrate Priority with Retently

Trigger NPS/CSAT surveys after sales order completions or lead conversions, sync customer profiles between Priority and Retently to ensure accurate and up-to-date information for feedback collection, and use survey responses to enhance project management and customer relationship strategies.

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Priority logo

About Priority

Priority is a project management tool that allows users to manage leads, sales orders, and customer information, facilitating the tracking of various business operations.

Priority logo

Priority to Retently

1

Catch Contacts Webhook

Triggers when contacts have their status changed to Priority.
2

Catch Changed Purchase Order Status Webhook

Triggers when purchase orders have their status changed to Priority.
3

Catch Changed Customer Order Status Webhook

Triggers when customer orders have their status changed to Priority.
Priority logo

Retently to Priority

1

Get Customers

Fetches a list of customers.
2

Get Job Number

Fetches a list of job numbers.
3

Create Job Candidate

Creates a new job candidate.
4

Create Potential Customer

Creates a new customer in Priority with the 'potential' status.
5

Create New Lead in Priority

Creates a new lead from any source using tools like Facebook Lead ads and HubSpot.
6

Create a New Sales Order

Creates a new sales order with line item support in Priority for a walk-in customer.
7

Find Customer by Email

Finds if an email address belongs to an existing customer in Priority.
8

Update Sales Opportunity Status

Updates the status of a sales opportunity in Priority based on the opportunity code.
9

Get Campaigns

Fetches a list of campaigns.
10

Get Gender Code

Fetches a list of gender codes.
11

Get Lead Types

Fetches a list of lead types.
12

Add Shipping Charges to an Order

Updates an order with shipping charges information after creation.
13

Create Existing Customer Sales Order

Creates a new sales order in Priority for an existing customer.
14

Create a Sales Opportunity

Creates a new sales opportunity in Priority with an option for a task based on a known customer number.
15

Find the Country Name by Two Letter Code

Converts a two-letter country code to the country name.
16

Link Customer to a Lead

Assigns a customer to an existing lead.
17

Update Sales Order Status

Updates the status of the sales order after its creation.

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