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Integrate Run my Accounts with Retently

Trigger NPS/CSAT surveys after invoice transactions or account updates, sync customer profiles to ensure accurate feedback collection, and use survey responses to improve financial service offerings.

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Run my Accounts logo

About Run my Accounts

Run my Accounts provides functionality for managing accounts receivables, customer information, and related invoice transactions.

Run my Accounts logo

Run my Accounts to Retently

1

New Customers

Triggers when new customers are added in Run my Accounts.
2

New Payments

Triggers when there are new payments on accounts receivables.
3

New Invoices

Triggers when newly created invoices are available.
Run my Accounts logo

Retently to Run my Accounts

1

Create AP Invoice With Line Items

Creates an Accounts Receivable Invoice with line items.
2

Create Customer

Creates a new customer in the system.
3

Create AR Invoice

Creates a new Accounts Receivable Invoice with full customer information.
4

Create AR Payment

Creates a payment for an Accounts Receivable position.
5

Create AR Transaction

Creates a new accounts receivable transaction with full customer information.
6

Create AP Payments With Line Items

Creates Accounts Payable payments with multiple line items.
7

Create AR Invoice With Line Items

Creates an Accounts Receivable Invoice with line items.
8

Create GL Transaction

Creates a general ledger transaction with one debit and one credit account.
9

Create AR Invoice With Multiple Parts

Creates a new accounts receivable invoice with multiple parts and full customer information.
10

Create AR Payments With Line Items

Creates Accounts Receivable payments with multiple line items.

Related blog posts

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