Integrate Docubee with Retently

Integrate to trigger NPS/CSAT surveys based on workflow completion or specific events, sync customer data from workflows to Retently, and use survey feedback to adjust workflow processes and improve customer experience.

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Retently

About Docubee

Docubee allows users to manage workflow instances by triggering actions based on events within the workflow. Users can collect data from started workflow instances and initiate workflows based on conditions within the application.

Retently

Docubee to Retently

1

Workflow Instance Started

Collects data from a started workflow instance and triggers another action.

2

When a Zapier Event Is Reached in the Workflow

Collects data when a workflow instance reaches a Zapier Event and triggers another action.

Retently

Retently to Docubee

1

Start a Workflow Instance

Sends data to start an OnTask Workflow Template.

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