Integrate Digital Practice with Retently
Trigger NPS/CSAT surveys after significant client interactions or project completions, sync customer profiles and contact information to ensure up-to-date data in Retently, and use survey feedback to enhance CRM strategies and client management.
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About Digital Practice
Digital Practice provides tools for managing accounts, contacts, invoices, products, quotes, clients, expenses, leads, projects, and vendors. It supports creating and fetching various data entries for efficient CRM management.
Digital Practice to Retently
Fetch Account List
Triggers when a new account is created on Digital Practice.Fetch Contact List
Triggers when a new contact is created on Digital Practice.Fetch Invoice List
Triggers when a new invoice is created on Digital Practice.Fetch Product List
Triggers when a new product is created on Digital Practice.Fetch Quote List
Triggers when a new quote is created on Digital Practice.Fetch Client List
Triggers when a new client is created on Digital Practice.Fetch Expense List
Triggers when a new expense is created on Digital Practice.Fetch Lead List
Triggers when a new lead is created on Digital Practice.Fetch Project List
Triggers when a new project is created on Digital Practice.Fetch Vendor List
Triggers when a new vendor is created on Digital Practice.Retently to Digital Practice
Create Account
Creates a new financial account on Digital Practice with data provided.Create Contact
Creates a new contact profile on Digital Practice with data provided.Create Invoice
Creates a new invoice on Digital Practice with data provided.Create Lead
Creates a new lead on Digital Practice CRM App with data provided.Create Project
Creates a new project on Digital Practice with data provided.Create Quote Items
Creates a new Quote Line Item when you provide the Quote UniqueId.Create Client
Creates a new client profile on Digital Practice with data provided.Create Expense
Creates a new expense on Digital Practice with data provided.Create Invoice Items
Creates a new Invoice Line Item when you provide the Invoice UniqueId.Create Product
Creates a new product record on Digital Practice with data provided.Create Quote
Creates a new quote record on Digital Practice with data provided.Create Vendor
Creates a new vendor on Digital Practice with data provided.
Alex Bitca
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