Integrate Paigo with Retently
Trigger NPS/CSAT surveys after invoices are sent or proposals are accepted, sync customer profiles between Paigo and Retently to ensure consistent customer data, and use feedback scores to improve financial service offerings.
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About Paigo
Paigo facilitates the management of proposals and invoices. It allows the creation of customers, invoices, and offerings, while also tracking usage associated with these entities.
Paigo to Retently
Customer Created
Triggers when a new customer is created.Invoice Created
Triggers when an invoice is generated inside of Paigo.Invoice Sent
Triggers when an invoice is approved and sent.Entitlement Threshold Reached
Triggers when a customer's usage reaches a threshold, indicating a warning at 80% and an alarm at 100%.Invoice Paid
Triggers when an invoice has been paid.Retently to Paigo
Create Dimension
Creates a Dimension inside of Paigo.Measure Usage
Measures any usage associated with a customer, including emails sent, API calls, and CPU hours consumed.Get Customers
Finds all customers associated with your Paigo account.Get Offerings
Finds all of the offerings in your Paigo account.Add Credits
Adds credits for a customer.Create Offering
Creates an offering in Paigo.Onboard Customer
Creates a customer and assigns them an offering in Paigo. An offering must be created first.Get Invoice
Retrieves more detailed information about an invoice.
Greg Raileanu
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