Integrate Repzo with Retently

Trigger NPS/CSAT surveys after client meetings or sales order completions, sync customer profiles and interaction history with Retently, and use survey feedback to improve client management and sales strategies.

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About Repzo

Repzo is a platform that allows users to manage clients, invoices, sales orders, and work requests. It enables tracking of visits and form entries.

Repzo logoRetently

Repzo to Retently

1

New Client

Triggers when you create a new client.
2

New Invoice/Return

Triggers when a new Invoice/Return is created.
3

New Sales Order

Triggers when a new sales order is created.
4

New Visit Start

Triggers when a new visit starts.
5

New Workday Start

Triggers when a new workday starts.
6

New Work Request

Triggers when a new Work request is created.
7

New Form Entry

Triggers when a new form entry is created.
8

New Retail Execution

Triggers when a new retail execution entry is created.
9

New Visit End

Triggers when a new visit ends.
10

New Workday End

Triggers when a new workday ends.
11

New Work Order

Triggers when a new Work order is created.
RetentlyRepzo logo

Retently to Repzo

1

Create Product

Creates a product.
2

Create Work Order

Creates a work order for CMMS module.
3

Search Client

Finds a client.
4

Search Workorder Category

Finds a workorder category.
5

Find or Create Product

Searches for a product.
6

Create Client

Creates a client.
7

Create Workorder Category

Creates a workorder category.
8

Create Work Request

Creates a work request for CMMS module.
9

Search Product

Searches for a product.
10

Find or Create Client

Finds a client.
11

Find or Create Workorder Category

Finds a workorder category.

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