Integrate Macanta with Retently

Sync customer profiles between Macanta and Retently to ensure up-to-date contact information and preferences. Trigger NPS/CSAT surveys based on specific interactions or updates within Macanta, such as task completions or note additions related to customer interactions.

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About Macanta

Macanta allows users to manage contacts and data objects, create notes and tasks, and retrieve information associated with contacts and data objects.

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Macanta to Retently

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Retently to Macanta

1

Create Data Object

Creates a new data object in Macanta with the supplied contact, assigned with the specified relationship.
2

Create Note

Creates a note with note tags on a contact record.
3

Create or Update a Contact

Checks Macanta to see if a contact already exists, identified by email address. Updates details if the contact exists; otherwise, creates a new contact.
4

Get Data Object via Item ID

Returns all the fields and values for a specified data object, specified using the item ID.
5

Get Contact Details

Finds a contact based on the email address in order to return all the contact details.
6

Create DO Note

Creates a note attached to a specific data object (not a contact note).
7

Create Task

Creates a task for a contact, assigned to a specific Macanta user.
8

Edit Data Object

Edits the field values specified in the identified data object.
9

Get Data Object by Field Value ID

Returns the field values of a data object identified by a specified value in a specified field.

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