Integrate ClientPay with Retently

Trigger NPS/CSAT surveys after payment completion to gather feedback on the payment experience, sync customer payment profiles with Retently to maintain updated contact information, and use survey responses to improve billing and payment services.

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About ClientPay

ClientPay is a payment processing application that manages client invoices and facilitates payments through various methods. It allows for creating contacts, charges, and bills, as well as handling webhook events and retrieving payment methods.

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ClientPay to Retently

1

Events

Triggers when new ClientPay webhook events are created.
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Retently to ClientPay

1

Create Contact

Creates a contact.
2

Create Quick Bill

Creates a quick bill.
3

Get Contact

Returns a contact by contactId.
4

Get Payment Methods

Returns payment methods by contactId.
5

Create Charge

Creates a charge.
6

Create Info Request

Creates an information request.
7

Format Amount

Formats the amount field on a transaction event from cents.
8

Search Contacts

Returns contacts by query.

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