Integrate Jortt with Retently

Trigger NPS/CSAT surveys after invoice creation or updates to gather feedback on billing experiences, sync customer profiles between Jortt and Retently to maintain up-to-date contact information and preferences, and use survey responses to improve customer service related to invoicing.

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About Jortt

Jortt is an application that allows users to manage invoices and customers efficiently. It provides functionalities to create, find, and manage invoices and customer data.

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Jortt to Retently

1

New Invoice

Triggers when a new invoice is created.
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Retently to Jortt

1

Create Invoice

Creates an invoice in Jortt.
2

Find Invoice

Finds an invoice in Jortt.
3

Find or Create Invoice

Finds an invoice in Jortt, or creates it if it does not exist.
4

Create Customer

Creates a customer in Jortt.
5

Find Customer

Finds a customer in Jortt.
6

Find or Create Customer

Finds a customer in Jortt, or creates it if it does not exist.

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