Integrate OneBill with Retently

Trigger NPS/CSAT surveys after invoice generation or subscription changes, sync customer billing profiles with Retently to maintain updated contact information, and use feedback scores to improve billing and subscription services.

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About OneBill

OneBill is a billing and subscription management platform that allows users to create and manage invoices and subscriptions, and track payments. It helps businesses automate their billing processes.

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OneBill to Retently

1

New Invoice

Triggers when an invoice is generated.
2

New Subscriber

Triggers when a new subscriber is created.
3

New Lead

Triggers when a new lead is created.
4

New Payment

Triggers when a payment is recorded.
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Retently to OneBill

1

Create Lead

Creates a new lead.
2

Create Subscription

Creates a new subscription.
3

Find Lead

Finds a lead including their account number.
4

Create Subscriber

Creates a new subscriber.
5

Create Payment

Creates a payment entry against a subscriber.
6

Find Subscriber

Finds a subscriber including their account number.

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