Integrate Bind ERP with Retently

Trigger NPS/CSAT surveys after invoice generation or quote acceptance, sync customer profiles and contact details between Bind ERP and Retently, and use survey feedback to improve customer service and product offerings.

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About Bind ERP

Bind ERP provides tools for managing invoices, quotes, activities, products, and prospects, facilitating better organization and workflow within accounting tasks.

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Bind ERP to Retently

1

New Invoice

Triggers when a new invoice is created.
2

New Activity

Triggers when a new activity is scheduled on the calendar.
3

New Quote

Triggers when a new quote is created.
4

New Product

Triggers when a new product is added.
5

New Prospect

Triggers when a new prospect is created.
6

Update Inventory

Triggers when a product's inventory is updated.
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Retently to Bind ERP

1

Create Activity

Creates a new activity.
2

Create Prospect

Creates a new prospect.

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