Integrate Scarlett Network Enhanced with Retently

Automate sending NPS/CSAT surveys when a deal is closed or a lead is converted, sync customer profiles and contact information between Scarlett Network Enhanced and Retently, and use survey feedback to refine sales strategies and improve customer engagement.

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About Scarlett Network Enhanced

The Scarlett Network Enhanced offers various triggers and actions for managing deals, leads, and documents in a CRM system. It allows users to automate workflows and respond to changes in the state of deals and leads effectively.

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Scarlett Network Enhanced to Retently

1

Deal Deleted

Triggers when a deal is deleted.
2

Deal Submitted to Lender

Triggers when an application or deal is submitted to lender.
3

Document Added

Triggers when a new document is added.
4

Document Updated

Triggers when a document is updated.
5

Lead Note Deleted

Triggers when a lead note is deleted.
6

Lead Co-Applicant Updated

Triggers when a lead co-applicant is updated.
7

Lead Deleted

Triggers when a lead is deleted.
8

Lead Document Deleted

Triggers when a lead document is deleted.
9

Lead Note Added

Triggers when a new lead note is added.
10

Lead Updated

Triggers when a lead is updated.
11

Mortgage Request Deleted

Triggers when a mortgage request is deleted.
12

Non Primary Applicant Group Deleted

Triggers when a non-primary applicant group is deleted.
13

Non Primary Applicant Updated

Triggers when a non-primary applicant is updated.
14

Note Deleted

Triggers when a note is deleted.
15

Participant Added

Triggers when a participant is added.
16

Properties Owned Added

Triggers when a new property owned is added.
17

Properties Owned Updated

Triggers when a property owned is updated.
18

App/Deal Submitted by Applicant

Triggers when a new application or deal is submitted by an applicant.
19

Deal Updated by Agent

Triggers when an application or deal is updated by an agent.
20

Document Deleted

Triggers when a document is deleted.
21

Fee Deleted

Triggers when a fee is deleted.
22

Lead Co-Applicant Deleted

Triggers when a lead co-applicant is deleted.
23

Lead Created

Triggers when a new lead is created.
24

Lead Document Added

Triggers when a new lead document is added.
25

Lead Document Update

Triggers when a lead document is updated.
26

Lead Note Updated

Triggers when a lead note is updated.
27

Lender Response Received

Triggers when a lender response is received.
28

Non Primary Applicant Deleted

Triggers when a non-primary applicant is deleted.
29

Non Primary Applicant Group Updated

Triggers when a non-primary applicant group is updated.
30

Note Added

Triggers when a note is added.
31

Note Updated

Triggers when a note is updated.
32

Participant Removed

Triggers when a participant is removed.
33

Properties Owned Deleted

Triggers when a property owned is deleted.
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Retently to Scarlett Network Enhanced

1

Create Deal Note

Creates a note for a specific deal by application number.
2

Create Lead Note

Creates a new Scarlett Mortgage lead note.
3

Update Deal Submission

Updates an existing Scarlett Mortgage deal submission.
4

Create Deal

Creates a new Scarlett Mortgage deal.
5

Create Lead

Creates a new Scarlett Mortgage lead.
6

Update Deal

Updates an existing Scarlett Mortgage deal.
7

Update Lead

Updates a Scarlett Mortgage lead.

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