Integrate Secure Doc Manager with Retently

Trigger NPS/CSAT surveys after significant client interactions such as document requests or updates, sync client profiles to ensure up-to-date customer data in Retently, and use survey responses to improve client management processes.

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About Secure Doc Manager

Monitors client management processes with functionalities to create leads, document requests, and tasks, while also allowing for client updates.

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Secure Doc Manager to Retently

1

New Lead

Triggers when a new lead is created.
2

New Document Request

Triggers when a new document request is created.
3

Update Client

Triggers when a client is updated.
4

New Task

Triggers when a new task is created.
5

New Client

Triggers when a new client is created.
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Retently to Secure Doc Manager

We don't have any triggers yet for Secure Doc Manager, but we're working on it!

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