Integrate Copilot with Retently

Trigger NPS/CSAT surveys after significant client interactions or contract updates, sync client profiles and interaction history with Retently, and use survey feedback to enhance client relationship management strategies.

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About Copilot

Copilot allows users to manage client interactions and files, offering features such as creating clients and companies, managing file channels, and tracking contract statuses.

Copilot logoRetently

Copilot to Retently

1

Client Created

Triggers when a new client is created.
2

Company Created

Triggers when a company gets created in the Copilot for the first time.
3

Contract Signed

Triggers when a contract is signed.
4

File Created

Triggers when a file gets created within a file channel.
5

Folder Created

Triggers when a folder gets created within a file channel.
6

Folder Updated

Triggers when a folder gets updated within a file channel.
7

Internal User Created

Triggers when a new internal user is created.
8

Link Created

Triggers when a link gets created within a file channel.
9

Link Updated

Triggers when a link gets updated within a file channel.
10

Message Channel Deleted

Triggers when a message channel is deleted.
11

Notification Created

Triggers when a new notification is created.
12

Client Activated

Triggers when a client authenticates in the Copilot for the first time.
13

Client Custom Fields Updated

Triggers only when a client user has updates to custom fields.
14

Client Updated

Triggers for each client user update.
15

Contract Requested

Triggers when a contract is assigned to a client.
16

File Deleted

Triggers when a file has been deleted within a file channel.
17

File Updated

Triggers when a file has been updated within a file channel.
18

Folder Deleted

Triggers when a folder gets deleted within a file channel.
19

Form Response Completed

Triggers when a form response has been completed by a recipient.
20

Internal User Deleted

Triggers when an internal user is deleted.
21

Invoice Paid

Triggers when an invoice is paid.
22

Link Deleted

Triggers when a link gets deleted within a file channel.
23

Message Channel Created

Triggers when a new message channel is created.
24

Message Sent

Triggers when a message gets sent in any channels belonging to the portal.
RetentlyCopilot logo

Retently to Copilot

1

List App Installs

Lists the app installs in a workspace.
2

List Clients

Lists the clients.
3

List Custom Fields

Lists all available custom fields.
4

List Files

Lists files within a file channel.
5

List Internal Users

Lists all internal users.
6

List Messages

Lists messages in a channel.
7

Create App Connection

Creates an app connection for an app install.
8

Update Client

Updates a client.
9

Update Company

Updates the name of a company.
10

Create File Channel

Creates a new file channel.
11

Create Folder

Creates a folder in a specified file channel.
12

Create Link

Creates a link in a specified files channel.
13

Send Message

Creates and sends a message to a designated message channel.
14

Find an App Install

Searches for an app install by ID.
15

Find a Company

Searches for a company by ID or name.
16

Find a File Channel

Searches for a file channel by ID or by membership type, membership entity and member.
17

Find an Internal User

Searches for an internal user by ID.
18

Find or Create App Connection

Searches for an app connection from a manual app.
19

Find or Create Company

Searches for a company by ID or name.
20

Find or Create Message Channel

Searches for a message channel by ID or by filters.
21

List Companies

Lists the companies.
22

List Custom Field Options

Lists all custom field options of a given custom field.
23

List Message Channels

Lists the message channels.
24

List Workspace

Lists the workspace associated with the portal.
25

Create Client

Creates a new client.
26

Create Company

Creates a new company.
27

Create Contract

Creates a new contract.
28

Create File

Creates a file in a specified files channel.
29

Request Form Responses

Asks clients to fill out a form.
30

Create Message Channel

Creates a new message channel.
31

Find App Connection

Searches for an app connection from a manual app.
32

Find a Client

Searches for a client by ID, email, or company.
33

Find a Custom Field Option

Searches for a custom field option by custom field ID and label.
34

Find a Form

Searches for a form by ID.
35

Find a Message Channel

Searches for a message channel by ID or by filters.
36

Find or Create Client

Searches for a client by ID, email, or company.
37

Find or Create File Channel

Searches for a file channel by ID or by membership type, membership entity and member.

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