Integrate Cassa in Cloud with Retently
Trigger NPS/CSAT surveys after invoice generation or customer account updates, sync customer profiles to ensure up-to-date information in Retently, and use survey feedback to improve accounting services and customer satisfaction.
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About Cassa in Cloud
Cassa in Cloud is a platform for managing accounting functions including customer and invoice tracking, sales point retrieval, and organization management.
Cassa in Cloud to Retently
New Company
Triggers when a new company is created.New Invoice
Triggers when a new invoice is created.New Department
Triggers when a new department is created.New Customer
Triggers when a new customer is created.New Order
Triggers when a new order is created.New Stock Movement
Triggers when a new stock movement is created.
Retently to Cassa in Cloud
Create a Customer
Creates a new customer.Create an Organization
Creates a new organization.Find Sales Points
Finds account's sales points.Find Organizations
Finds existing organizations matching the filter.Get Sold by Department
Retrieves what's been sold in a date range split by department.Find or Create a Customer
Finds existing customers matching the filter.Create Order
Creates a new order.Find Products
Finds existing products matching the filter.Find Customers
Finds existing customers matching the filter.Get Sold by Category
Retrieves what's been sold in a date range split by category.Get Sold by Tax
Retrieves what's been sold in a date range split by tax.Find or Create Organization
Finds existing organizations matching the filter.Related blog posts
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