Integrate Business Engine with Retently

Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project data with Retently, and use survey feedback to improve client management and service delivery.

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About Business Engine

Manages clients, leads, invoices, and projects within the system, allowing users to create and update these entities efficiently.

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Business Engine to Retently

We don't have any actions yet for Business Engine, but we're working on it!
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Retently to Business Engine

1

Create Client

Creates a new Client in the system.
2

Create Lead

Creates a new Lead in the system.
3

Update Lead

Updates the existing Lead in the system.
4

Create Invoice

Creates a new Invoice in the system.
5

Create Project

Creates a new Project in the system.

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