Integrate Lancerkit with Retently

Trigger NPS/CSAT surveys after significant transactions or document changes, sync customer contact details and transaction history, and use feedback scores to optimize workflow automation and customer relationship management.

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About Lancerkit

Lancerkit is a platform for managing contacts and transactions, allowing users to create documents and track changes. It facilitates the automation of workflows related to accounting processes.

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Lancerkit to Retently

1

New Contact

Triggers when a new contact is created.
2

New Transaction

Triggers when a new transaction is created.
3

New Document

Triggers when a new document is created.
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Retently to Lancerkit

1

Create Document

Creates a document.
2

Create Contact

Creates a contact.

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