Integrate Element451 with Retently

Trigger NPS/CSAT surveys after application submissions or event registrations to gather feedback on the user experience. Sync customer profiles to ensure up-to-date information for personalized communication and feedback analysis.

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About Element451

Element451 provides tools to manage user applications, event registrations, and communication tasks, facilitating education workflows.

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Element451 to Retently

1

Application Completed

Triggers when a user completes an application.
2

Application Recommendation Letter Received

Triggers when a user submits an application.
3

Appointment Attended

Triggers when an appointment is attended.
4

Appointment No Show

Triggers when an appointment is marked as no show.
5

Appointment Updated

Triggers when an appointment is updated.
6

Bulk User Exited Segment

Triggers when bulk users exited the segment.
7

Decision Released

Triggers when a decision is released.
8

Decision Status Changed

Triggers when the decision status is changed.
9

User Event Registration Successful

Triggers when user event registration is successful.
10

User Entered or Exited Segment

Triggers when a user entered or exited a segment.
11

User Exited Segment

Triggers when a user exited a segment.
12

User Label Removed

Triggers when a user label is changed.
13

Application Payment Submitted

Triggers when a user submits payment for an application.
14

Application Submitted

Triggers when a user submits an application.
15

Appointment Canceled

Triggers when an appointment is canceled.
16

Appointment Scheduled

Triggers when an appointment is scheduled.
17

Bulk User Entered Segment

Triggers when bulk users entered the segment.
18

Decision Check List Item Changed

Triggers when a decision check list item is changed.
19

Decision Stage Changed

Triggers when the decision stage is changed.
20

Document Uploaded

Triggers when a document is uploaded.
21

User Birthday

Triggers when it's the user's birthday.
22

User Entered Segment

Triggers when a user entered a segment.
23

User Label Added

Triggers when a user label is added.
24

User Territory Changed

Triggers when a user territory is changed.
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Retently to Element451

1

Add Label to User

Adds a label to a user.
2

Create Conversation

Creates a new conversation in the Conversations inbox.
3

Create/Register Attendee to Event

Creates a new Event Attendee for a selected event.
4

Set Milestone Application Deposit

Sets the milestone application deposit.
5

Set Milestone Application Submit

Sets the milestone application submit.
6

Set Milestone Date of Inquiry

Sets the milestone date of inquiry.
7

Set Milestone Enrolled

Sets the milestone to enrolled.
8

Set Milestone on Hold

Sets the milestone to on hold.
9

Set Milestone Unsubscribe SMS

Sets the milestone to unsubscribe SMS.
10

Set Milestone Waitlist

Sets the milestone to waitlist.
11

Remove Label From User

Removes a label from a user.
12

Set User Territory

Sets a user's territory.
13

Create/Update User

Creates or updates an Element451 user based on an import template.
14

Add Note to User

Adds a new note to an existing user.
15

Change User Owner

Changes the user admin owner.
16

Enroll User to Workflow

Enrolls a user to a workflow.
17

Create Form Submission

Creates a new submission for a selected form.
18

Set Milestone Application Start

Sets the milestone to application start.
19

Set Milestone Checklist Complete

Sets the milestone checklist to complete.
20

Set Milestone Defer

Sets the milestone to defer.
21

Set Milestone Interview

Sets the milestone to interview.
22

Set Milestone Unsubscribe Email

Sets the milestone to unsubscribe email.
23

Set Milestone Visit

Sets the milestone to visit.
24

Set Milestone Withdrawn

Sets the milestone to withdrawn.
25

Send Communication to User

Sends communication to a user.
26

Add Task to User

Adds a new task and associates it with an existing external user.
27

Add Activity to User

Adds a new activity to an existing user.
28

Create Webhook Execution

Creates webhook execution.

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