Integrate Portal.io with Retently
Trigger NPS/CSAT surveys after significant customer interactions such as order status changes or payment updates, and sync customer contact information and interaction history to maintain up-to-date profiles in Retently.
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About Portal.io
Portal.io allows for contact modifications, payment status updates, order status changes, and proposal status updates.
Portal.io to Retently
Contact Modification
Triggers when a contact is updated.Update Payment Status
Triggers when a payment status changes.Update Order Status
Triggers when an order status changes.Update Proposal Status
Triggers when a proposal status changes.
Retently to Portal.io
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