Integrate Process Street with Retently

Trigger NPS/CSAT surveys when a workflow involving customer interaction is completed, such as after a support ticket is resolved or a service is delivered. Sync customer data from Process Street to Retently to ensure accurate survey distribution and feedback collection.

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About Process Street

Process Street is a process management platform that enables teams to create workflows and manage their core processes efficiently.

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Process Street to Retently

1

Workflow Run Completed

Triggers when a workflow run is completed.
2

Data Set Record Deleted

Triggers when an existing record is deleted from a data set.
3

New Comment Attachment

Triggers when someone attaches a file to a comment in a workflow run.
4

New Comment

Triggers when someone posts a comment on a workflow run.
5

Task Ready

Triggers when a task is ready to be worked on.
6

Data Set Record Created

Triggers when a new record is added to a data set.
7

Data Set Record Updated

Triggers when an existing record is updated in a data set.
8

New Workflow Run

Triggers when a workflow is run.
9

New Task Checked

Triggers when a task is checked off in a workflow.
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Retently to Process Street

1

Create Data Set Record

Adds a new record to a data set.
2

Update Workflow Run

Updates an existing workflow run.
3

Update Task

Updates a task in a workflow run.
4

Find Workflow Run

Searches for a workflow run by ID, name, form fields, and other attributes.
5

Run Workflow if it doesn't exist yet

Creates a workflow run if none were found by the search.
6

Run Workflow

Runs a workflow.
7

Delete Data Set Record

Deletes an existing record in a data set.
8

Update Data Set Record

Updates an existing record in a data set.
9

Find Data Set Records

Searches for data set records by form fields.
10

Create Data Set Record if it doesn't exist yet

Creates a data set record if none were found by the search.

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