Integrate Evolio with Retently

Sync customer profiles between Evolio and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant case updates or task completions, and use survey feedback to enhance customer relationship management strategies.

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About Evolio

Evolio is a CRM tool that helps manage customer relationships. It allows users to find and modify law cases, manage tasks, and handle customer information efficiently.

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Evolio to Retently

1

Updated Task

Triggers when a task is modified.
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Retently to Evolio

1

Find Law Case by SysSourceId

Finds a law case by SysSourceId.
2

Modify Natural Person

Modifies a natural person.
3

Najít nebo vytvořit úkol

Finds a task by SysSourceId.
4

Call EFabric

Calls an Addin in the EFabric.
5

Update Law Case

Updates a law case.
6

Create Law Case and Subject

Creates a law case and subject.

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