Integrate AccountEdge with Retently

Trigger NPS/CSAT surveys after invoice processing or order completion, sync customer profiles to ensure up-to-date contact information, and use feedback scores to enhance customer service strategies.

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About AccountEdge

AccountEdge provides tools for accounting management including customer and vendor management, purchase orders, sale orders, and invoice processing.

AccountEdge logoRetently

AccountEdge to Retently

1

Customer

Triggers when a new customer is created.
2

Purchase Order

Triggers when a new purchase order is created.
3

Sale Order & Quote

Triggers when a new sale order or quote is created.
4

Update Lead

Triggers when a lead record is updated.
5

Vendor

Triggers when a new vendor is created.
6

Lead

Triggers when a new lead is created.
7

Sale Invoice

Triggers when a new sale invoice is created.
RetentlyAccountEdge logo

Retently to AccountEdge

1

Create Vendor

Creates a vendor.
2

Update Vendor

Updates a vendor.
3

Update Customer

Updates a customer record.
4

Create Customer

Creates a customer.
5

Update Customer

Updates a customer.

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