Integrate Synergy with Retently
Trigger NPS/CSAT surveys when a project status changes to gather feedback on project management experiences, sync contact updates to ensure accurate customer data in Retently, and use survey responses to improve project management processes.
Start Free Trial
About Synergy
Synergy is a platform that facilitates project and contact management, enabling users to create and update contacts, projects, and leave records. It also tracks changes in contacts and project statuses.
Synergy to Retently
New or Updated Contact
Triggers when a Contact is created or updated.New or Updated Project
Triggers when a Project is created or updated.New or Updated Leave
Triggers when a Leave record is recently created or updated.Updated Project Status
Triggers when a Project Status is updated.New or Updated Approved Leave
Triggers when an approved Leave is recently created or updated.New or Updated Staff
Triggers when a Staff is created or updated.New or Updated Project Contact
Triggers when a Project Contact is recently created or updated.
Retently to Synergy
Update Company Contact
Updates contact information for a Company.Create Personnel Contact
Creates a Personnel Contact.Create Project
Creates a Project.Create Staff
Creates a new staff member.Update a Leave Record
Updates a Leave Record.Find Contact
Finds a Synergy Contact by name, by email or by Synergy UniqueId.Find Project Template
Finds a Project Template by name.Create Company Contact
Creates a Company Contact.Create Leave Record
Creates a Leave record.Update Personnel Contact
Updates contact information for Personnel.Update Project
Updates a Project.Set Staff Termination Date
Sets the Staff Termination Date.Update Project Status
Updates Project Status.Find Project
Finds a Synergy Project by Name, by Project Number or by Synergy Project Id.Related blog posts
How to Incorporate NPS Feedback into Your Product Roadmap
Just like it’s difficult to drive to a new destination without a definit...
Alex Bitca 
Similar Productivity integrations
Aha!
zapier
Trigger NPS/CSAT surveys after new feature releases or product updates to gather customer feedback,...
Allocadence
zapier
Trigger NPS/CSAT surveys after order creation or updates, sync customer order history and contact...
Appcues
zapier
Trigger NPS/CSAT surveys after users complete specific flows or interactions designed in Appcues, sync...
B2B Generator
zapier
Trigger NPS/CSAT surveys after new customer creation or order processing, sync customer profiles to...
Baton
zapier
Trigger NPS/CSAT surveys after key onboarding milestones or project completions, sync customer onboarding progress...
ChargeAutomation
zapier
Trigger NPS/CSAT surveys after booking confirmations or cancellations to assess customer satisfaction with the...
Cirkus
zapier
Trigger NPS/CSAT surveys after project completion or event participation, sync customer-related project data to...
ContactLink
zapier
Trigger NPS/CSAT surveys after significant user interactions within ContactLink, such as the initiation or...
Core-Strategy
zapier
Integrate survey responses to inform strategic adjustments, trigger surveys after strategic initiative completions to...
Cycle
zapier
Use Retently's survey responses to create feedback tasks in Cycle, assign them to relevant...
Doerkit
zapier
Trigger NPS/CSAT surveys after key project milestones or contract completions, sync customer billing and...
e-manage|ONE
zapier
Sync customer profiles between e-manage|ONE and Retently to ensure up-to-date contact information, trigger NPS/CSAT...
Elevate
zapier
Automatically send NPS/CSAT surveys when a new customer is created or updated in Elevate,...
Etendo
zapier
Sync business partner profiles with Retently to ensure up-to-date customer data, trigger NPS/CSAT surveys...
Feature Upvote
zapier
Use NPS/CSAT survey responses to prioritize feature suggestions, update users on the status of...
Fresh Projects
zapier
Trigger NPS/CSAT surveys upon project completion or key milestones, sync customer and project data...
Frill
zapier
Use Retently's survey responses to prioritize ideas in Frill based on customer satisfaction scores,...
Fusion Operations
zapier
Trigger NPS/CSAT surveys after order completions or updates, sync customer profiles between Fusion Operations...
Halo Service...
zapier
Trigger automated NPS/CSAT surveys after support tickets are resolved, sync customer profiles and support...
Harvestr
zapier
Use Retently's survey responses to inform and prioritize feedback in Harvestr, ensuring that product...
JGID
zapier
Trigger NPS/CSAT surveys after job completions or significant workflow events, sync customer profiles and...
KiSSFLOW
zapier
Trigger NPS/CSAT surveys after workflow completion or approval processes, sync customer data between KiSSFLOW...
Leiga
zapier
Trigger NPS/CSAT surveys after an issue is resolved to gather customer feedback on the...
Maestro
zapier
Use Maestro to automatically trigger NPS/CSAT surveys after specific workflow completions, sync customer data...
Mews
zapier
Trigger NPS/CSAT surveys after guest check-out or reservation changes, sync guest profiles and preferences,...
MRPeasy
zapier
Trigger NPS/CSAT surveys after order processing or delivery, sync customer order details and profiles...
MyRent
zapier
Trigger NPS/CSAT surveys after rental agreements or reservations, sync customer profiles to keep contact...
NeetoInvoice
zapier
Trigger NPS/CSAT surveys when a new client or invoice is created to gather feedback...
Nutcache
zapier
Trigger NPS/CSAT surveys after project completion or invoice issuance to gather client feedback on...
Olvy
zapier
Integrate Olvy to trigger NPS/CSAT surveys based on feedback received, sync customer profiles and...
ONES
zapier
Trigger NPS/CSAT surveys after an issue is resolved or a comment is updated, sync...
Onfleet
zapier
Trigger NPS/CSAT surveys after delivery completion to gather feedback on the delivery experience, sync...
OnlineAfspraken.nl
zapier
Automatically send NPS/CSAT surveys to new customers created in OnlineAfspraken.nl to gather initial feedback...
openHandwerk
zapier
Trigger NPS/CSAT surveys after project completion or customer appointments, sync customer profiles and appointment...
PingMi
zapier
Use Retently's survey responses to inform product insights and prioritize task management in PingMi....
Productboard
zapier
Use NPS/CSAT survey responses to inform feature prioritization and roadmap adjustments in Productboard, ensuring...
Proximity
zapier
Trigger NPS/CSAT surveys after membership sign-ups or reservation completions, sync customer interaction data with...
Queue
zapier
Trigger NPS/CSAT surveys after project completion or significant task milestones, sync customer profiles for...
Rows
zapier
Sync customer data from Rows to Retently for accurate survey targeting, use survey responses...
Sflow
zapier
Trigger NPS/CSAT surveys after issue resolution to assess customer satisfaction with support services, sync...
SMMware
zapier
Trigger NPS/CSAT surveys after client interactions or events, sync customer profiles between SMMware and...
Squad
zapier
Integrate Squad to automatically analyze Retently survey responses, generating insights that can be used...
Stomio
zapier
Trigger NPS/CSAT surveys based on user interactions with tasks or tickets, sync customer interaction...
Track-POD
zapier
Trigger NPS/CSAT surveys after delivery confirmations to gather feedback on delivery experiences, sync customer...
UserBit
zapier
UserBit can automatically organize and update notes based on new survey responses from Retently,...
Usersnap
zapier
Trigger NPS/CSAT surveys when a bug report or feedback is submitted, sync customer feedback...
Vivocalendar
zapier
Trigger NPS/CSAT surveys after appointments to gather feedback on service quality, sync customer profiles...
Wherefour
zapier
Trigger NPS/CSAT surveys after order processing or customer updates, sync customer profiles between Wherefour...
Whoz
zapier
Trigger NPS/CSAT surveys after significant project milestones or account updates, sync customer profiles between...
WPL
zapier
Sync customer profiles and contact information with Retently to ensure up-to-date data for survey...
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.
