Integrate Pennylane with Retently

Trigger automated NPS/CSAT surveys after invoice generation or subscription billing events, sync customer billing details and contact information with Retently, and use feedback scores to improve financial service offerings and customer support.

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About Pennylane

Pennylane facilitates financial management by managing invoices, billing subscriptions, and products. It enables users to create, update, and retrieve customer invoices and billing details seamlessly.

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Pennylane to Retently

1

New Billing Subscription

Triggers when a new billing subscription is created or when a billing subscription matches the filter.
2

New Customer Invoice

Triggers when a new invoice is created or imported, or when an invoice matches the filter.
3

New Product

Triggers when a new product is created.
4

New Customer

Triggers when a new customer is created.
5

New Estimate

Triggers when a new estimate is created or when an estimate matches the filter.
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Retently to Pennylane

1

Create Customer

Creates a new customer.
2

Create Estimate

Creates a new estimate.
3

Retrieve Customer Invoice

Retrieves customer invoice.
4

Update Customer

Updates customer.
5

Update Billing Subscription

Updates billing subscription.
6

Create Billing Subscription

Creates a new billing subscription.
7

Create Customer Invoice

Creates a new customer invoice.
8

Create Product

Creates a new product.
9

Retrieve Estimate

Retrieves estimates.
10

Update Product

Updates product.
11

Update Estimate Status

Updates estimate status.

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