Integrate PST with Retently
Trigger NPS/CSAT surveys after job case completions or significant customer interactions, sync customer contact details and job case information with Retently, and utilize survey feedback to improve customer service processes.
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About PST
PST offers functionalities related to managing entities, job cases, and attachments within a customer relationship management framework. It allows the creation and retrieval of entities, cases, and jobs, as well as managing contacts and invoices.
PST to Retently
Retently to PST
Create Entity
Creates an Entity (Client/Attorney/Server)Create Entity Contact
Creates a new Entity (Client/Attorney/Server) ContactFind Attachment
Finds an AttachmentGet Case Attachments
Gets a Case's Attachments informationFind Entities by Login
Finds the Entities (Client/Attorney/Server) associated with login credentials.Find Job
Finds the requested Job.Find Server Payables
Finds the Payables for a Server.Get Cases
Gets the Cases fitting the given criteria.Get Entity Contacts
Gets Contacts for an Entity (Client/Attorney/Server).Find Invoice Payments
Finds an Invoice's Payments.Get Jobs
Gets Jobs based on search criteria.Get Job Servers
Gets the list of Servers for a Job.Get Job Servee Details
Gets the Servee Details for a Job.Update Case
Updates an existing Case.Update Entity Contact
Updates information for an Entity's (Client/Attorney/Server) Contact.Create Case
Creates a new Case.Create Job
Creates a new Job.Find Case
Finds a particular Case.Find Classic Server Payables
Finds the Classic Payables for a Server.Find Invoice
Finds an Invoice.Find Job Comments
Finds the Comments for a Job.Find Type of Service
Finds a Type of Service.Get Entities
Gets the Entities (Client/Attorney/Server) based on given criteria.Get Invoice Line Items
Gets an Invoice's Line Items.Get Invoices
Get invoices by the given criteria.Get Job Servee Comments
Gets the Comments for a Job's Servee.Get Job Servee Attachments
Gets the Servee's Attachments for a Job.Get Types of Service
Gets the Types of Service.Update Entity
Updates an Entity's (Client/Attorney/Server) information.Update Job
Updates the details of a Job.
Alex Bitca
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