Integrate Intelligent Billing with Retently

Trigger NPS/CSAT surveys after billing events such as new subscriptions or payment updates, sync customer billing profiles with Retently to ensure accurate and up-to-date customer information, and use survey feedback to improve billing processes and customer satisfaction.

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About Intelligent Billing

Provides functionalities for managing customers and products within a billing system including creating, searching, and updating entries.

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Intelligent Billing to Retently

1

New Customer

Triggers when a new customer is created in the Billing System.
2

New Product

Triggers when a new product is created in the Billing System.
3

New Customer Product

Triggers when a new customer product is created in the Billing System.
4

New Rate

Triggers when a new rate is created in the billing system.
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Retently to Intelligent Billing

1

Create Customer

Creates a customer in the billing system.
2

Create Product

Creates a product in the Billing System.
3

Create Telephone

Creates a telephone product in the billing system.
4

Search Customer

Searches for a customer in the billing system.
5

Search Product

Searches for a product in the billing system.
6

Create Customer Product

Creates a customer product in the billing system.
7

Create Rate

Creates a rate in the billing system.
8

Update Customer

Updates an existing customer in the billing system.
9

Search Customer Product

Searches for a customer product in the billing system.
10

Search Telephone

Searches for a telephone number in the billing system.

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