Integrate Workamajig with Retently
Trigger NPS/CSAT surveys after project milestones or client interactions, sync customer contact and project data to ensure up-to-date feedback collection, and use survey responses to improve project management and client satisfaction strategies.
Start Free Trial
About Workamajig
Workamajig is a project management tool that allows users to manage activities, contacts, leads, and opportunities. It supports adding emails to marketing groups and updating various entities within the application.
Workamajig to Retently
New Activity
Triggers when a new activity is created.New Contact
Triggers when a new contact is created.New Lead
Triggers when a new lead is created.New Opportunity
Triggers when a new opportunity is created.Updated Company
Triggers when a company is updated.Updated Contact
Triggers when a contact is updated.Update Lead
Triggers when a lead is updated.Update Opportunity
Triggers when an opportunity is updated.
Retently to Workamajig
Create Activity
Creates a new activity.Create Company
Creates a new company.Update Contact
Updates a contact.Update Lead
Updates a lead.Update Opportunity
Updates an opportunity.Add New Email to Marketing Group
Adds a new email address to a marketing group in Workamajig.Create Contact
Creates a new contact.Create Lead
Creates a new lead.Create Opportunity
Creates a new opportunity.Related blog posts
The Three Leading Causes of Customer Churn
Churn. It’s that awful, nasty, revenue-crushing word that every SaaS com...
Alex Bitca 
Similar Project Management integrations
Accelo
zapier
Trigger NPS/CSAT surveys after task completions or sales updates, sync customer contact and sales...
AdaptiveWork
zapier
Trigger NPS/CSAT surveys after project completion to gather feedback on customer satisfaction with the...
Agiled
zapier
Trigger NPS/CSAT surveys after project completion or contract milestones, sync customer and project data...
Aisle Planner
zapier
Trigger NPS/CSAT surveys after booking confirmations or event completions, sync customer profiles and event...
AroFlo
zapier
Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project...
Asana
zapier
Trigger NPS/CSAT surveys after project completion to gather feedback on team performance and project...
Avaza
zapier
Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project...
Axosoft
zapier
Trigger NPS/CSAT surveys after project completion or significant task milestones, sync customer contact details...
BUZ
zapier
Trigger NPS/CSAT surveys after key project milestones or invoice payments, sync customer profiles and...
ClickUp
zapier
Trigger NPS/CSAT surveys after completing customer-related tasks or projects, sync customer feedback scores to...
Copilot
zapier
Trigger NPS/CSAT surveys after significant client interactions or contract updates, sync client profiles and...
COR
zapier
Trigger NPS/CSAT surveys after project milestones or client meetings to gather feedback on agency...
DoneDone
zapier
Trigger NPS/CSAT surveys after the completion of support tickets or project milestones to gather...
Dovetail
zapier
Automatically import survey responses from Retently into Dovetail to enrich user research data, enabling...
Eworks Manager
zapier
Trigger NPS/CSAT surveys after job completion or invoice generation, sync customer profiles and job...
Fibery
zapier
Trigger NPS/CSAT surveys upon task completion or project milestones, sync customer-related tasks or project...
Field Service...
zapier
Trigger NPS/CSAT surveys after a service job is completed to gather customer feedback on...
FieldPulse
zapier
Trigger NPS/CSAT surveys after job completions or service requests, sync customer profiles and service...
Jira Software...
zapier
Trigger NPS/CSAT surveys after resolving support tickets or completing feature requests, sync customer feedback...
JobCloser
zapier
Trigger NPS/CSAT surveys after key client interactions or project completions, sync customer profiles and...
JobTread
zapier
Trigger NPS/CSAT surveys after project milestones or completion to gather feedback on customer satisfaction,...
Karbon
zapier
Trigger NPS/CSAT surveys after significant client interactions or project milestones, sync client contact details...
Knowify
zapier
Trigger NPS/CSAT surveys after project completion or invoice payment, sync customer profiles to ensure...
Magnetic
zapier
Trigger NPS/CSAT surveys after significant task completions or opportunity closures, sync customer contact details...
MeisterTask
zapier
Trigger NPS/CSAT surveys upon task completion or project milestones, sync customer-related tasks with Retently...
monday.com
zapier
Trigger NPS/CSAT surveys upon project completion or milestone achievements, sync team and project data...
Motion.io
zapier
Trigger NPS/CSAT surveys after key onboarding steps are completed, sync client information to keep...
OneDesk
zapier
Trigger NPS/CSAT surveys after ticket resolution to gather feedback on support interactions, sync customer...
OnStrategy
zapier
Integrate Retently's survey responses to evaluate the effectiveness of strategic goals, use score updates...
PEP Cloud
zapier
Trigger NPS/CSAT surveys after key project milestones or status updates, sync client profiles between...
Pipefy
zapier
Trigger NPS/CSAT surveys after specific workflow completions like support ticket resolutions, sync customer data...
Podio
zapier
Trigger NPS/CSAT surveys after project completion or significant team interactions, sync customer and project...
Priority
zapier
Trigger NPS/CSAT surveys after sales order completions or lead conversions, sync customer profiles between...
Process Street
zapier
Trigger NPS/CSAT surveys when a workflow involving customer interaction is completed, such as after...
Procore
zapier
Trigger NPS/CSAT surveys after key project milestones or completion, sync customer and project data...
Project.co
zapier
Trigger NPS/CSAT surveys upon project completion or key milestones, sync client profiles and feedback...
PSOhub
zapier
Trigger NPS/CSAT surveys after project milestones or contract completions, sync customer project data and...
Rocketlane
zapier
Trigger NPS/CSAT surveys after project milestones or task completions, sync customer profiles and project...
Scoro
zapier
Trigger NPS/CSAT surveys after project completion or billing events, sync customer profiles and project...
Service Provider...
zapier
Trigger NPS/CSAT surveys after project completion or invoice payment, sync client profiles and project...
Severa
zapier
Trigger NPS/CSAT surveys after project completion or significant project milestones, sync customer contact information...
Simplicate
zapier
Trigger NPS/CSAT surveys after project completion or service delivery, sync customer profiles and contact...
Simpro
zapier
Trigger NPS/CSAT surveys after project completion or significant project milestones, sync customer profiles and...
SuiteDash
zapier
Trigger NPS/CSAT surveys after project completion or significant task updates, sync customer profiles and...
Tickd
zapier
Trigger NPS/CSAT surveys after a ticket is closed to gather feedback on support interactions,...
Trello
zapier
Use Retently's survey responses to trigger task creation or updates in Trello, allowing teams...
Wrike
zapier
Integrate Retently to trigger NPS/CSAT surveys after project milestones or task completions to gather...
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.
