Integrate QuoteMachine with Retently
Trigger NPS/CSAT surveys after quote acceptance or invoice payment, sync customer contact and transaction data with Retently, and use feedback scores to improve sales and customer service processes.
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About QuoteMachine
QuoteMachine allows users to create and manage quotes, invoices, and contacts. It enables tracking of payment transactions and actions related to quotes, invoices, and contact management.
QuoteMachine to Retently
Contact Created
Triggers when a contact is created.Contact Updated
Triggers when a contact is updated.Invoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).Order Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).Quote Payment Transaction Updated
Triggers when a quote deposit is updated (received and then captured or declined).Contact Deleted
Triggers when a contact is deleted.Invoice Created
Triggers when an invoice is created (sent or marked as done).Order Created
Triggers when an order is marked as done.Won Quote
Triggers when a quote is won.Proposed Quote
Triggers when a quote is proposed to a customer.
Retently to QuoteMachine
Create an Organization
Creates an organization (contact).Find a Contact
Searches for a contact.Create a Person
Creates a person (contact).Related blog posts
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