Integrate PHC GO with Retently

Trigger NPS/CSAT surveys after order completions or significant customer interactions, sync customer profiles between PHC GO and Retently to ensure up-to-date information, and use survey feedback to enhance customer relationship strategies.

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About PHC GO

PHC GO is a software solution designed for managing customer relationships, tasks, articles, and orders. It allows users to create, update, and delete various types of records such as customers, articles, and calendar events.

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PHC GO to Retently

1

Insert/ Update Customer

Triggers when a new customer is created or updated in the PHC GO software.
2

Delete Calendar Event

Triggers when a new calendar event is deleted in the PHC GO software.
3

Insert/ Update Calendar Event

Triggers when a new calendar event is created in the PHC GO software.
4

Inactive Article

Triggers when a product/article is set to inactive in the PHC GO software.
5

Insert Article

Triggers when a new article/service/product is created in the PHC GO software.
6

Insert Task

Triggers when a new task is created in the PHC GO software.
7

Update Article

Triggers when a new article/service/product is updated in the PHC GO software.
8

Delete Article

Triggers when a new article/service/product is deleted in the PHC GO software.
9

Delete Customer

Triggers when a customer is deleted from the PHC GO software.
10

New Order

Triggers when a new order/internal dossiers is created in the PHC GO software.
11

Inactive Customer

Triggers when a customer/subscriber is set to inactive in the PHC GO software.
12

Insert Customer

Triggers when a new customer is created in the PHC GO software.
13

Insert/ Update Article

Triggers when a new article/service/product is created or updated in the PHC GO software.
14

Update Customer

Triggers when a new customer is updated in the PHC GO software.
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Retently to PHC GO

1

Cancel Order

Cancels orders in the integrated application.
2

Create Customer

Creates a new customer in the integrated application.
3

Create Order

Creates a new order in the integrated application.
4

Create Records

Creates new records in native and framework entities from the integrated application.
5

Create/ Update Customer

Creates or updates customers in the integrated application.
6

Create Event

Creates calendar events in the integrated application.
7

Search Records

Searches for records in the PHC GO software.
8

Create Avenca

Creates "avencas" in the integrated application.
9

Create Invoice

Creates invoices/paid orders in the integrated application.
10

Create Article

Creates an article/service/product in the integrated application.
11

Create Tasks

Creates tasks in the PHC GO integrated application.
12

Create/ Update Article

Creates or updates an article/service/product in the integrated application.
13

Run Analysis

Searches for a synchronized interaction of an application with the analyses in the PHC GO installation.

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