Integrate MyCashflow with Retently

Trigger NPS/CSAT surveys after invoices are sent or orders are completed, sync customer profiles and transaction history with Retently, and use feedback scores to enhance customer service and accounting practices.

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About MyCashflow

MyCashflow is an online invoicing and accounting system that enables users to manage customers, products, and orders efficiently.

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MyCashflow to Retently

1

New Customer

Triggers when a new customer is created.
2

New Email Subscription/Unsubscription

Triggers when a new email subscriber is added or when someone unsubscribes from the newsletter.
3

New Product

Triggers when a new product is created.
4

New Customer in Customer Group

Triggers when a customer is added to a customer group.
5

New Order

Triggers when a new order is created or the status of an order is changed.
6

New Stock Change

Triggers when the balance of a stock item is changed.
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Retently to MyCashflow

1

Add Customer to Customer Group

Adds a customer to a customer group.
2

Create Order Comment

Creates a new comment (private or public) for the order.
3

Remove Email Subscriber

Removes an email subscriber from the store's mailing list.
4

Find Order

Finds an order.
5

Find Stock Item

Finds a stock item.
6

Create Email Subscriber

Adds a new email subscriber to the store's mailing list.
7

Register Order Shipment

Registers a shipment to access its shipping documents and tracking code (if available).
8

Find Email Subscriber

Finds an email subscriber.
9

Find Product

Finds a product.
10

Find or Create Email Subscriber

Finds an email subscriber.

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