Integrate Billit.io with Retently

Trigger NPS/CSAT surveys after invoice payments or updates, sync customer contact and transaction details with Retently, and use feedback scores to enhance customer service and financial management strategies.

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About Billit.io

Billit.io provides tools for managing invoices, payments, and customer records efficiently. Users can create and delete invoices and payments, as well as manage customer information.

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Billit.io to Retently

1

Invoice Canceled

Triggers when an invoice is canceled.
2

Deleted Payment

Triggers when a payment is deleted.
3

New Invoice

Triggers when a new invoice is created.
4

New Purchase

Triggers when a new purchase is created.
5

Invoice Deleted

Triggers when an invoice is deleted permanently.
6

New Customer

Triggers when a new customer is created.
7

New Payment

Triggers when a new payment is created.
8

Updated Invoice

Triggers when an invoice is updated.
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Retently to Billit.io

1

Create Customer

Creates a customer.
2

Create a Product/Service

Creates a product/service to Billit.io account.
3

Create OCP Link

Creates an OCP link.

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