Integrate Spiro with Retently

Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer contact information and sales data with Retently, and use survey feedback to refine sales strategies and customer engagement approaches.

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About Spiro

Spiro is a customer relationship management tool that helps manage interactions and data related to sales opportunities, companies, and contacts.

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Spiro to Retently

1

Updated Company

Triggers when company updated
2

Opportunity Sales Stage Change

Triggers when opportunity sales stage changes
3

New Activity

Triggers when new Activity is created. Note that it would not trigger for new Notes, Emails, Events, SMS or Attachments.
4

New Custom Entity

Triggers when new custom entity created
5

New Reminder

Triggers when new reminder is created.
6

New User

Triggers when new user created.
7

Opportunity Won

Triggers when opportunity closed won.
8

Contact Update Related Entity List

Triggers when a contact is updated and pulls records for a custom entity associated to the contact (with line items support).
9

Updated Quote

Triggers when a quote is updated on your selected fields.
10

Updated Ticket

Triggers when a ticket is updated on your selected fields.
11

Updated User

Triggers when user updated.
12

Updated Contact

Triggers when a contact is updated on your selected fields.
13

New Company

Triggers when new company created.
14

New Contact

Triggers when new contact is created.
15

New Opportunity

Triggers when new opportunity created.
16

New Ticket

Triggers when new ticket created.
17

Updated Opportunity

Triggers when an opportunity is updated.
18

Company Update Related Entity List

Triggers when a company is updated and pulls records for a custom entity associated to the company (with line items support).
19

Opportunity Update Related Entity List

Triggers when an opportunity is updated and pulls records for a custom entity associated to the opportunity (with line items support).
20

Updated Sales Order Summary

Triggers when a sales order summary is updated on your selected fields.
21

Updated Custom Entity

Triggers when custom entity updated.
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Retently to Spiro

1

Create List Entity Record (Under Company)

Creates a new list entity record (under company).
2

Create List Entity Record (Under Contact)

Creates a new list entity record (under contact).
3

Create Record for Independent Custom Entity

Creates a new list entity record.
4

Create Opportunity (Company)

Creates a new company opportunity.
5

Create List Entity Record (Under Opportunity)

Creates a new list entity record (under opportunity).
6

Create Reminder (For Company)

Creates reminder for company.
7

Create Ticket

Creates ticket for the contact.
8

Push Notification

Pushes a notification to Spiro. This feature has to be enabled by Spiro Admin.
9

Update Company

Updates company.
10

Update List Entity Record

Updates list entity record.
11

Update Quote

Updates quote.
12

Update Sales Order Summary

Updates Sales Order Summary for an account.
13

Update Ticket

Updates ticket.
14

Find Company

Find Company by a field and value you choose.
15

Find Company Related Opportunities

Find company related opportunities.
16

Find Contact Recent Interactions

Finds contact recent interactions.
17

Lookup Row in List Entities

Lookup Row in List Entities.
18

Find Opportunity

Find Opportunity by a field and value you choose.
19

Find a Quote

Find a Quote by a field and value you choose.
20

Find User

Find User by a field and value you choose.
21

Find or Create Contact

Find or Create Contact
22

Find or Create Ticket

Find or Create Ticket
23

Clone Opportunity

Clones opportunity.
24

Create Company

Creates a new company.
25

Create Contact

Creates a new contact.
26

Create Interaction

Creates interaction for contact.
27

Create Opportunity (Contact)

Creates new opportunity from a contact.
28

Create Reminder

Creates reminder for contact.
29

Create Reminder (For Opportunity)

Creates reminder for opportunity.
30

Create List Entity Record (Under Ticket)

Creates a new list entity record (under ticket).
31

Start UI Fields Refresh

Sends notification to blur selected fields in UI.
32

Update Contact

Updates contact.
33

Update Opportunity

Updates opportunity.
34

Update Reminder

Updates reminder.
35

Update Section Entity Record

Updates section entity record.
36

Update User

Updates user. Only admins are allowed to use this action.
37

Find Company Related Entities

Find company and return all custom objects for that company.
38

Find a Contact

Find a Contact by a field and value you choose.
39

Find Contact Related Entities

Find contact and return all custom objects for that contact.
40

Find Many Rows in List Entities

Finds many matched entities (20 max.) With Line Items Support.
41

Find Opportunity Related Entities

Find opportunity and return all custom objects for that opportunity.
42

Find a Ticket

Find a Ticket by a field and value you choose.
43

Find or Create Company

Find or Create Company.
44

Find or Create Opportunity

Find or Create Opportunity.

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