Integrate Fiskl with Retently

Sync customer profiles and transaction data with Retently to ensure up-to-date customer information. Trigger NPS/CSAT surveys after invoice transactions to gather feedback on billing experiences, and use survey responses to enhance client management strategies.

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About Fiskl

Fiskl provides functionalities for managing invoices, creating calendar events, and handling transactions. It allows users to create and update invoices, schedules, and client details efficiently.

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Fiskl to Retently

1

Invoice Created or Updated

Triggers when an invoice is created or updated.
2

Status Updated

Triggers when the status of an invoice changes.
3

Invoice Deleted

Triggers when an invoice is deleted.
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Retently to Fiskl

1

Create Calendar Event

Creates a new calendar event.
2

Create Invoice

Creates a new customer invoice. The invoice can include existing product and service IDs from the catalog or new line items or a combination of both.
3

Create Service

Creates a new service with input from previous steps.
4

Find an Invoice

Search for an invoice.
5

Create Account Transaction

Creates a new account transaction, probably with input from previous steps.
6

Create Client

Creates a new client, probably with input from previous steps.
7

Create Product

Creates a new product with input from previous steps.
8

Create Vendor

Creates a new vendor, probably with input from previous steps.

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