Integrate OrbisX with Retently

Trigger NPS/CSAT surveys after service appointments or invoice completions, sync customer contact details and service history, and use feedback scores to improve service offerings and customer satisfaction strategies.

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About OrbisX

OrbisX is a CRM solution designed for detailers, tinters, and automotive service providers, providing functionalities for managing clients, bookings, invoicing, and expenses.

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OrbisX to Retently

1

Completed Event Hook

Triggers when an event is completed.
2

Get POS Items

Triggers when a list of available POS items is required.
3

New Booking Request Received

Triggers when a new booking request is received.
4

New Clients Hook

Triggers when a new client is created.
5

New Estimate Hook

Triggers when a new estimate is created.
6

New Events Hook

Triggers when a new event is created.
7

New Expense Hook

Triggers when a new expense is created.
8

New Invoice Hook

Triggers when a new invoice is created.
9

New Leads

Triggers when new leads are created.
10

New Payment

Triggers when a new payment is created.
11

New Tag Added to Client

Triggers when a tag or label is added to a client.
12

New Tag Removed From Client

Triggers when a tag or label is removed from a client.
13

Updated Invoice Hook

Triggers when an invoice is updated.
14

Deleted Event Hook

Triggers when an event is deleted.
15

List Invoice Items

Triggers when a list of invoice line items is required as a selection.
16

New Clients

Triggers when new clients are created.
17

New Estimate

Triggers when a new estimate is created.
18

New Events

Triggers when new events are created.
19

New Expense

Triggers when a new expense is created.
20

New Invoice

Triggers when a new invoice is created.
21

New Invoice Hook Event Completed

Triggers when an event is completed and sends each of the invoices attached to an event.
22

New Leads Hook

Triggers when a new lead is created.
23

New Payment Hook

Triggers when a new payment is created.
24

New Tag Added to Lead

Triggers when a tag or label is added to a lead.
25

New Tag Removed From Lead

Triggers when a tag or label is removed from a lead.
26

Updated Events Hook

Triggers when an event is updated.
RetentlyOrbisX logo

Retently to OrbisX

1

Create Client

Creates a new client.
2

Create Expense

Creates a new expense.
3

Save Client Communication

Saves email or SMS content to a client profile.
4

Find Clients

Finds a Client in OrbisX.
5

Find or Create Client

Finds a Client in OrbisX.
6

Create Event

Creates a new event.
7

Create Lead

Creates a new lead.
8

Update Lead

Updates a lead.
9

Find Leads

Finds a Lead in OrbisX.
10

Find or Create a Lead

Finds a Lead in OrbisX.

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