Integrate AZEOO with Retently

Sync client profiles between AZEOO and Retently to ensure up-to-date customer information, trigger NPS/CSAT surveys after significant client management actions (e.g., adding a new client or updating client details), and use feedback scores to improve client management strategies.

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About AZEOO

AZEOO is a client management tool that allows users to add, update, and delete clients and manage client groups.

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AZEOO to Retently

1

Group Added

Triggers when a group is added to a client in AZEOO.
2

Client Deleted

Triggers when a client is deleted in AZEOO.
3

Client Updated

Triggers when a client is updated in AZEOO.
4

Client Created

Triggers when a client is created in AZEOO.
5

Group Removed

Triggers when a group is removed from a client in AZEOO.
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Retently to AZEOO

1

Add Client Groups

Creates new client groups in AZEOO.
2

Delete Client Groups

Deletes a client group in AZEOO.
3

Add or Update Client

Adds a new client to AZEOO if it doesn't exist in the database, or updates it if it exists.
4

Delete Client

Deletes a client in AZEOO.

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