Integrate Contalink with Retently

Trigger NPS/CSAT surveys after sales orders are created, sync client information to keep customer profiles updated in Retently, and use survey feedback to enhance client management strategies.

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About Contalink

Contalink provides functionalities for managing sales orders, clients, and product updates. It allows users to create sales orders and manage client information efficiently.

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Contalink to Retently

1

New Products

Triggers when new products are available on Contalink.
2

Updated Products

Triggers when a product was recently updated.
3

Storage

Triggers when the storage was recently updated.
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Retently to Contalink

1

Create Sales Order

Creates a sales order from Contalink with its respective lines and auto-completion.
2

Create Client

Registers clients in Contalink.
3

Update Client

Updates the clients from the Contalink client catalog.

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