menu
Free Trial Book a Demo Sign In

Integrate Service Provider Pro with Retently

Trigger NPS/CSAT surveys after project completion or invoice payment, sync client profiles and project details with Retently, and use feedback scores to enhance service delivery and client satisfaction strategies.

Start Free Trial
Service Provider Pro logo

About Service Provider Pro

Service Provider Pro is a shopping cart and project management software designed for selling productized services. It allows users to manage invoices, clients, and orders efficiently.

Service Provider Pro logo

Service Provider Pro to Retently

1

Invoice Paid

Triggers when an invoice has been paid.
2

New Invoice

Triggers when a new invoice is created (manually or during checkout).
3

New Ticket

Triggers when a new ticket is created.
4

Order Status Changed

Triggers when the status of an order is changed.
5

New Client

Triggers when a new client is created.
6

New Order

Triggers when a new order is created.
7

Order Data Submitted

Triggers when a client submits project data.
Service Provider Pro logo

Retently to Service Provider Pro

1

Create Client

Creates a new client account.
2

Add Tag

Adds a tag to an order.
3

Update Client

Updates a client account; only the fields that are provided will be updated.
4

Find an Order

Finds an Order by Number.
5

Assign Order

Assigns order to a team member.
6

Send Message

Sends a message to the client or team.
7

Unassign Order

Unassigns order from a team member.
8

Update Order Status

Updates order status.
9

Find a User

Finds a User by Email.

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 Aug 24, 2023 9 min read
Does Net Promoter Score Work for B2B Companies? You Bet It Does!

Similar Project Management integrations

Accelo zapier

Trigger NPS/CSAT surveys after task completions or sales updates, sync customer contact and sales...

Learn more Accelo
AdaptiveWork zapier

Trigger NPS/CSAT surveys after project completion to gather feedback on customer satisfaction with the...

Learn more AdaptiveWork
Agiled zapier

Trigger NPS/CSAT surveys after project completion or contract milestones, sync customer and project data...

Learn more Agiled
Aisle Planner zapier

Trigger NPS/CSAT surveys after booking confirmations or event completions, sync customer profiles and event...

Learn more Aisle Planner
AroFlo zapier

Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project...

Learn more AroFlo
Asana zapier

Trigger NPS/CSAT surveys after project completion to gather feedback on team performance and project...

Learn more Asana
Avaza zapier

Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project...

Learn more Avaza
Axosoft zapier

Trigger NPS/CSAT surveys after project completion or significant task milestones, sync customer contact details...

Learn more Axosoft
BUZ zapier

Trigger NPS/CSAT surveys after key project milestones or invoice payments, sync customer profiles and...

Learn more BUZ
ClickUp zapier

Trigger NPS/CSAT surveys after completing customer-related tasks or projects, sync customer feedback scores to...

Learn more ClickUp
Copilot zapier

Trigger NPS/CSAT surveys after significant client interactions or contract updates, sync client profiles and...

Learn more Copilot
COR zapier

Trigger NPS/CSAT surveys after project milestones or client meetings to gather feedback on agency...

Learn more COR
DoneDone zapier

Trigger NPS/CSAT surveys after the completion of support tickets or project milestones to gather...

Learn more DoneDone
Dovetail zapier

Automatically import survey responses from Retently into Dovetail to enrich user research data, enabling...

Learn more Dovetail
Eworks Manager zapier

Trigger NPS/CSAT surveys after job completion or invoice generation, sync customer profiles and job...

Learn more Eworks Manager
Fibery zapier

Trigger NPS/CSAT surveys upon task completion or project milestones, sync customer-related tasks or project...

Learn more Fibery
Field Service... zapier

Trigger NPS/CSAT surveys after a service job is completed to gather customer feedback on...

Learn more Field Service Management
FieldPulse zapier

Trigger NPS/CSAT surveys after job completions or service requests, sync customer profiles and service...

Learn more FieldPulse
Jira Software... zapier

Trigger NPS/CSAT surveys after resolving support tickets or completing feature requests, sync customer feedback...

Learn more Jira Software Server
JobCloser zapier

Trigger NPS/CSAT surveys after key client interactions or project completions, sync customer profiles and...

Learn more JobCloser
JobTread zapier

Trigger NPS/CSAT surveys after project milestones or completion to gather feedback on customer satisfaction,...

Learn more JobTread
Karbon zapier

Trigger NPS/CSAT surveys after significant client interactions or project milestones, sync client contact details...

Learn more Karbon
Knowify zapier

Trigger NPS/CSAT surveys after project completion or invoice payment, sync customer profiles to ensure...

Learn more Knowify
Magnetic zapier

Trigger NPS/CSAT surveys after significant task completions or opportunity closures, sync customer contact details...

Learn more Magnetic
MeisterTask zapier

Trigger NPS/CSAT surveys upon task completion or project milestones, sync customer-related tasks with Retently...

Learn more MeisterTask
monday.com zapier

Trigger NPS/CSAT surveys upon project completion or milestone achievements, sync team and project data...

Learn more monday.com
Motion.io zapier

Trigger NPS/CSAT surveys after key onboarding steps are completed, sync client information to keep...

Learn more Motion.io
OneDesk zapier

Trigger NPS/CSAT surveys after ticket resolution to gather feedback on support interactions, sync customer...

Learn more OneDesk
OnStrategy zapier

Integrate Retently's survey responses to evaluate the effectiveness of strategic goals, use score updates...

Learn more OnStrategy
PEP Cloud zapier

Trigger NPS/CSAT surveys after key project milestones or status updates, sync client profiles between...

Learn more PEP Cloud
Pipefy zapier

Trigger NPS/CSAT surveys after specific workflow completions like support ticket resolutions, sync customer data...

Learn more Pipefy
Podio zapier

Trigger NPS/CSAT surveys after project completion or significant team interactions, sync customer and project...

Learn more Podio
Priority zapier

Trigger NPS/CSAT surveys after sales order completions or lead conversions, sync customer profiles between...

Learn more Priority
Process Street zapier

Trigger NPS/CSAT surveys when a workflow involving customer interaction is completed, such as after...

Learn more Process Street
Procore zapier

Trigger NPS/CSAT surveys after key project milestones or completion, sync customer and project data...

Learn more Procore
Project.co zapier

Trigger NPS/CSAT surveys upon project completion or key milestones, sync client profiles and feedback...

Learn more Project.co
PSOhub zapier

Trigger NPS/CSAT surveys after project milestones or contract completions, sync customer project data and...

Learn more PSOhub
Rocketlane zapier

Trigger NPS/CSAT surveys after project milestones or task completions, sync customer profiles and project...

Learn more Rocketlane
Scoro zapier

Trigger NPS/CSAT surveys after project completion or billing events, sync customer profiles and project...

Learn more Scoro
Severa zapier

Trigger NPS/CSAT surveys after project completion or significant project milestones, sync customer contact information...

Learn more Severa
Simplicate zapier

Trigger NPS/CSAT surveys after project completion or service delivery, sync customer profiles and contact...

Learn more Simplicate
Simpro zapier

Trigger NPS/CSAT surveys after project completion or significant project milestones, sync customer profiles and...

Learn more Simpro
SuiteDash zapier

Trigger NPS/CSAT surveys after project completion or significant task updates, sync customer profiles and...

Learn more SuiteDash
Tickd zapier

Trigger NPS/CSAT surveys after a ticket is closed to gather feedback on support interactions,...

Learn more Tickd
Trello zapier

Use Retently's survey responses to trigger task creation or updates in Trello, allowing teams...

Learn more Trello
Workamajig zapier

Trigger NPS/CSAT surveys after project milestones or client interactions, sync customer contact and project...

Learn more Workamajig
Wrike zapier

Integrate Retently to trigger NPS/CSAT surveys after project milestones or task completions to gather...

Learn more Wrike

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.

Start Free Trial Book a Demo
Start your free 7-day trial