Integrate ExpertConnect with Retently

Trigger NPS/CSAT surveys after support ticket resolution to gather feedback on customer service, sync customer feedback scores with support ticket data to improve service quality, and update customer profiles in Retently based on ticket interactions.

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About ExpertConnect

ExpertConnect is a platform for managing customer support tickets, including ticket creation, updates, and tag management.

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ExpertConnect to Retently

1

New Ticket Created

Triggers when a new ticket is created.
2

Ticket Closed

Triggers when a ticket is closed.
3

Ticket Deleted

Triggers when a ticket is deleted.
4

Ticket Reassigned

Triggers when a ticket is reassigned.
5

Ticket Unarchived

Triggers when a ticket is unarchived.
6

Ticket Archived

Triggers when a ticket is archived.
7

Ticket Created or Updated

Triggers when a ticket is created or updated.
8

Ticket Note Created

Triggers when a new message is sent or received on a ticket.
9

Any Ticket Trigger (Advanced)

Triggers when a ticket is created, updated, closed, archived, unarchived, reassigned, deleted, or ticket note created.
10

Ticket Updated

Triggers when a ticket is updated.
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Retently to ExpertConnect

1

Apply Segment to Contact

Applies an existing segment to a contact.
2

Close a Ticket

Closes an existing ticket.
3

Send a Message

Sends a message to the contact associated with a ticket.
4

Create a New Tag

Creates a new ticket tag.
5

Delete a Contact

Deletes a contact from the system.
6

Get a List of Contacts

Gets a list of your contacts.
7

Get Ticket by Id

Gets a single ticket by Id.
8

Get a List of Tickets

Gets a list of your tickets.
9

Reassign to Team

Reassigns a ticket to a team.
10

Remove Tag From Ticket

Removes a tag from a ticket.
11

Update a Ticket

Updates a ticket in the system.
12

Find Segment by Name

Finds a segment Id by searching by segment name.
13

Find Contact by Phone Number

Finds a single contact by their phone number.
14

Find or Create Contact

Finds a single contact by their phone number.
15

Apply Tag to Ticket

Applies an existing tag to an existing ticket.
16

Create a New Contact

Creates a new contact.
17

Create a Private Note

Creates a private internal note that's only visible to other ExpertConnect users.
18

Create a New Ticket

Creates a new ticket.
19

Get Contact by Id

Gets a single contact by Id.
20

Get Ticket Note by Id

Gets a single ticket note by Id.
21

Get Ticket Notes

Gets public and private ticket notes, status changes, and files for a given ticket.
22

Reassign to Advisor

Reassigns a ticket to an advisor.
23

Remove Segment From Contact

Removes a segment from a contact.
24

Update a Contact

Updates a contact in the system.
25

Find Contact by Email

Finds a contact by their email address.
26

Find Tag by Name

Finds a tag Id by searching by tag name.
27

Find or Create Contact

Finds a contact by their email address.

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