Integrate Apotheo with Retently

Trigger NPS/CSAT surveys when a client account is created or updated, sync client profiles to ensure consistent customer data across platforms, and use survey responses to improve client management strategies.

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About Apotheo

Apotheo is a client management platform that assists in tracking applications and managing client accounts. Key functionalities include application status changes, client creation, and subscription management.

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Apotheo to Retently

1

Application Accepted

Triggers when an application is accepted
2

Application Moved to Pending

Triggers when an application is moved to pending
3

Client Added

Triggers when a new client's account is created
4

Client Deleted

Triggers when a client is deleted
5

Client Paused

Triggers when a client's subscription is paused
6

Client Restored

Triggers when a client is restored from archives
7

Service Changed

Triggers when a client's service has changed
8

Signup Submitted

Triggers when a client submits their signup form
9

Client Subscription Cancelled

Triggers when a client subscription is cancelled
10

Application Received

Triggers when an application form is received
11

Application Rejected

Triggers when an application is rejected
12

Client Archived

Triggers when a client's account is archived
13

Client Assigned Start Date

Triggers when a client is assigned their start date
14

Client Pricing Changed

Triggers when a client's pricing is changed
15

Client Resumed

Triggers when a client's subscription is resumed
16

Check-In Submitted

Triggers when a client submits their check-in
17

First Payment

Triggers when a client submits their first payment
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Retently to Apotheo

1

Create Client

Creates a new client
2

Restore Client

Restores an archived client
3

Send Message

Sends a message to a client
4

Find Client

Finds a client in Apotheo by email
5

Archive Client

Archives selected client
6

Pause Client

Pauses client subscription
7

Resume Client

Resumes client subscription
8

Update Paid Until

Updates paid until date for client

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