Integrate Finpace with Retently
Trigger NPS/CSAT surveys upon form completions or new client creation events to gather immediate feedback on the onboarding process. Sync client data with Retently to maintain up-to-date customer profiles and enhance personalized survey targeting.
Start Free Trial
About Finpace
Monitors form completions and client creation events.

Finpace to Retently
1
Form Completed
Triggers when a form is completed.
2
New Client
Triggers when a new client is created.
Retently to Finpace
We don't have any triggers yet
for Finpace, but we're working on it!
Similar Signatures integrations

Automatically send NPS/CSAT surveys when new customer records are created in REV23, ensuring timely...