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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About Run my Accounts

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

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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.
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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.

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