Integrate Relavate with Retently

Integrate to trigger NPS/CSAT surveys after significant client interactions or deal updates, sync customer profiles between Relavate and Retently to ensure consistent data, and use survey feedback to enhance client relationship strategies.

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About Relavate

Relavate is a CRM tool designed for managing affiliate campaigns, clients, deals, and vendor partnerships. It allows users to track new activities and updates related to affiliate and client management.

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Relavate to Retently

1

New Affiliate Campaign

Triggers when a new affiliate campaign is created.
2

New Client

Triggers when a new client is created.
3

New Deal Attachment

Triggers when a new deal attachment is added in any deal.
4

New Implementation

Triggers when a new implementation is created.
5

New Implementation Attachment

Triggers when a new implementation attachment is created.
6

New Partner

Triggers when a new partner is created.
7

New Referral Activity

Triggers when a new referral activity is created on any referral.
8

Updated Affiliate Campaign

Triggers when an affiliate campaign is updated.
9

Updated Client

Triggers when a client is updated.
10

Updated Implementation

Triggers when an implementation is updated.
11

Updated Referral

Triggers when a referral is updated.
12

New Affiliate Lead

Triggers when a new affiliate lead is created.
13

New Deal

Triggers when a new deal is created.
14

New Deal Task

Triggers when a new deal task is created in any deal.
15

New Implementation Activity

Triggers when a new implementation activity is created.
16

New Implementation Task

Triggers when a new implementation task is created.
17

New Referral

Triggers when a new referral is created.
18

New Vendor

Triggers when a new vendor partner is created.
19

Updated Affiliate Lead

Triggers when an affiliate lead is updated.
20

Updated Deal

Triggers when a deal is updated.
21

Updated Partner

Triggers when a partner is updated.
22

Updated Vendor

Triggers when a vendor is updated.
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Retently to Relavate

1

Associate Client With Vendor

Associates a given client with a vendor by providing the vendor ID.
2

Create Affiliate Lead

Creates a new affiliate lead.
3

Create Deal

Creates a new deal.
4

Create Implementation Activity

Creates a new activity for a specific implementation.
5

Create Referral

Creates a new referral.
6

Invite Partner

Invites a new partner to a vendor's program.
7

Update Client

Updates an existing client details.
8

Update Deal Task

Allows partners to update an existing deal task.
9

Update Implementation Task

Updates an existing implementation task.
10

Create Deal Task

Creates a deal task for a given deal.
11

Create Client

Creates a new client.
12

Create Implementation

Creates an implementation.
13

Create Implementation Task

Creates a new task associated with an implementation.
14

Create Referral Activity

Creates a new referral activity for a specific referral identified by the referral ID.
15

Update Affiliate Lead

Updates an existing affiliate lead.
16

Update Deal

Updates an existing deal.
17

Update Implementation

Updates an existing implementation.
18

Update Referral

Updates an existing referral.

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