Integrate Route the Service Platform with Retently
Trigger NPS/CSAT surveys when a new client is created or updated, sync client data with Retently to maintain accurate customer profiles, and use survey responses to improve client management strategies.
Start Free Trial
About Route the Service Platform
Route the Service Platform facilitates client and location management through various actions. Users can create, update, find clients and locations, and respond to creation events.
Route the Service Platform to Retently
Client Created
Triggers when a new client is created.Location Created
Triggers when a new location is created.
Retently to Route the Service Platform
Create Client
Creates a client.Create Location
Creates a location.Find a Client
Finds a client by name.Update Client
Updates a client.Update Location
Updates a location.Find a Location
Finds a location by name or 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 Proposal & Invoice Management integrations
Apparound
zapier
Trigger NPS/CSAT surveys after proposal acceptance or invoice payment, sync customer profiles to ensure...
Cacheflow
zapier
Trigger NPS/CSAT surveys after subscription renewals or billing events, sync customer billing and subscription...
Clientary
zapier
Trigger NPS/CSAT surveys after project completion or invoice payments, sync customer contact and transaction...
Edens
zapier
Trigger NPS/CSAT surveys after contract signing or invoice processing to gather feedback on the...
Fiverr Workspace
zapier
Trigger NPS/CSAT surveys after project completion or client interactions, sync client profiles and project...
Fresh Proposals
zapier
Trigger NPS/CSAT surveys after a proposal is accepted or rejected, sync client profiles and...
Invoice Ninja
zapier
Trigger automated NPS/CSAT surveys after invoice payments or project completions, sync customer contact details...
Invoice2go
zapier
Trigger NPS/CSAT surveys after invoice payments to gather feedback on the billing experience, sync...
Offorte Proposals
zapier
Trigger NPS/CSAT surveys after a proposal is accepted or rejected to gather feedback on...
Offri
zapier
Sync customer contact information between Offri and Retently to maintain accurate profiles. Trigger NPS/CSAT...
Paigo
zapier
Trigger NPS/CSAT surveys after invoices are sent or proposals are accepted, sync customer profiles...
Portal.io
zapier
Trigger NPS/CSAT surveys after significant customer interactions such as order status changes or payment...
QuoteMachine
zapier
Trigger NPS/CSAT surveys after quote acceptance or invoice payment, sync customer contact and transaction...
ServiceWorks
zapier
Trigger NPS/CSAT surveys after job completions to gather feedback on service quality, sync customer...
Shop-Ware
zapier
Trigger automated NPS/CSAT surveys after repair orders are completed, sync customer contact details and...
Steady
zapier
Trigger NPS/CSAT surveys after subscription renewals or cancellations, sync customer profile data to keep...
Trackfront
zapier
Trigger NPS/CSAT surveys when a project is completed or a significant status change occurs,...
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.
