Integrate Agendize with Retently
Trigger NPS/CSAT surveys after appointments to gather feedback on service quality, sync client profiles and appointment history with Retently to enhance customer experience management.
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About Agendize
Agendize provides scheduling and appointment management features, allowing users to create appointments, manage clients, and handle service requests effectively.
Agendize to Retently
New Appointment
Triggers when a new appointment is made for a specific company.New Client in CRM
Triggers when a new client is created.New or Updated Client
Immediately triggers when a new client is created.New Staff
Triggers when a new staff is created.Updated Appointment
Triggers when an appointment status is updated (eg: accepted, no show, completed, cancelled).New Call
Triggers when a new call is made from Agendize tools.New Company
Triggers when a new company is created.New Form Response
Triggers when a new form response is submitted for a custom form.Updated Client Account
Triggers when a new client account is created or updated in your reseller console.Retently to Agendize
Upgrade or Downgrade Client Account
Changes the Profile ID associated with a Client Account.Add Note for CRM Client
Adds a new note to a CRM Client.Create Service
Creates a new service for appointment scheduling.Create Company
Sets the important settings needed to start using the firm.Get Client Account Details
Retrieves account details such as SSO token, owner email address.Schedule an Appointment
Books an appointment.Find Client in CRM
Finds a Client in CRM.Get Client in CRM
Gets Client in CRM.Change Client Account Password
Changes the Password of the Client Account Owner.Create & Pre-Configure Client Account
Creates and configures a new Client account in your reseller console.Create CRM Client
Creates a Client entry in your CRM.Create Staff
Staff to be created for a scheduling company.Create New Client Account
Creates a new Client account in your reseller console.Get Client Account Scheduling Widget Details
Retrieves Scheduling Widget URL, iframe & popin integrations from a Client Account.Send Email-Marketing
Sends an email marketing from a template defined in your account.Find Next Freeslot
Finds a Freeslot.Find or Create Client in CRM
Finds a Client in CRM.
Greg Raileanu
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