Integrate AgencyAccess with Retently

Trigger NPS/CSAT surveys after clients complete intake forms or grant access, sync client profiles to ensure up-to-date customer data in Retently, and use survey feedback to enhance client onboarding and service processes.

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About AgencyAccess

Monitors events related to clients granting access, completing intake forms, and client creation in the dashboard.

AgencyAccess logoRetently

AgencyAccess to Retently

1

Access Granted

Triggers when a client has finished granting access to all of the requested services attached to an invite.
2

Intake Form Completed

Triggers when a client completes your intake form.
3

Client Created

Triggers when a client has been created in the dashboard.
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Retently to AgencyAccess

We don't have any triggers yet for AgencyAccess, but we're working on it!

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