Integrate Agiliron with Retently

Trigger NPS/CSAT surveys after significant customer interactions like account updates or lead conversions, sync customer profiles to ensure up-to-date information in Retently, and utilize survey responses to enhance customer service and sales strategies.

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About Agiliron

Agiliron provides solutions for managing accounts, leads, quotes, tasks, and events in its back office via API. Users can create, update, or delete various elements within the Agiliron system.

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Agiliron to Retently

1

New Account

Triggers when a new Account is created in Agiliron backoffice.
2

New Event

Triggers when a new Event is created.
3

New Potential

Triggers when a new Potential is created in Agiliron backoffice.
4

New Quote Line Items

Triggers when new quote line items are added.
5

New Task

Triggers when a new Task is created.
6

New Contact

Triggers when a new Contact is created.
7

New Lead

Triggers when a new lead is created.
8

New Quote

Triggers when a new Quote is created in Agiliron backoffice.
9

New Sales Order

Triggers when a new Sales Order is created in Agiliron backoffice.
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Retently to Agiliron

1

Create Contact

Creates a contact in Agiliron.
2

Create Lead

Creates a lead in Agiliron.
3

Create Quote

Creates a new quote in Agiliron backoffice.
4

Create Task

Creates a task in Agiliron.
5

Delete Event

Deletes an event when triggered from Zapier.
6

Delete Quote

Deletes a quote when triggered from Zapier.
7

Create Account

Creates an account in Agiliron back office.
8

Create Event

Creates an event in Agiliron.
9

Create Potential

Creates a potential in Agiliron back office.
10

Create Sales Order

Creates a new Sales Order in Agiliron backoffice.
11

Delete Contact

Deletes a contact from Agiliron back office.
12

Delete Lead

Deletes a lead from Agiliron backoffice.
13

Delete Task

Deletes a task when triggered from Zapier.

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