Integrate Route the Service Platform with Retently

Trigger NPS/CSAT surveys when a new client is created or updated, sync client data with Retently to maintain accurate customer profiles, and use survey responses to improve client management strategies.

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RetentlyRoute the Service Platform logo

About Route the Service Platform

Route the Service Platform facilitates client and location management through various actions. Users can create, update, find clients and locations, and respond to creation events.

Route the Service Platform logoRetently

Route the Service Platform to Retently

1

Client Created

Triggers when a new client is created.
2

Location Created

Triggers when a new location is created.
RetentlyRoute the Service Platform logo

Retently to Route the Service Platform

1

Create Client

Creates a client.
2

Create Location

Creates a location.
3

Find a Client

Finds a client by name.
4

Update Client

Updates a client.
5

Update Location

Updates a location.
6

Find a Location

Finds a location by name or address.

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