Integrate Notyfile with Retently

Trigger NPS/CSAT surveys after significant customer interactions like order completions or agreement signings, sync customer contact and order status data to keep profiles updated, and use feedback scores to improve customer management strategies.

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About Notyfile

Notyfile provides functionalities related to customer and order management, including creating agreements and notes, managing contacts, and tracking customer and order statuses.

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Notyfile to Retently

1

Activated Customer

Triggers when a customer is activated.
2

New Customer

Triggers when a new customer is created.
3

New Order

Triggers when a new order is created.
4

Updated Customer

Triggers when a customer is updated.
5

Lost Prospect

Triggers when a prospect is lost.
6

New Meeting

Triggers when a new meeting is created.
7

New Prospect

Triggers when a new support prospect is created.
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Retently to Notyfile

1

Create Agreement Note

Creates a note on an agreement.
2

Create Contact

Creates a contact.
3

Create Customer Note

Creates a customer note.
4

Create Task

Creates a task.
5

Update Case

Updates a case.
6

Find User

Finds a specific user.
7

Create Agreement

Creates an agreement or prospect.
8

Create Case

Creates a case.
9

Create Customer

Creates or activates a customer.
10

Create Order

Creates an order.
11

Post to Feed

Posts something to the feed.
12

Find Customer

Finds a customer by email.

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