Integrate TDox with Retently

Trigger NPS/CSAT surveys after customer interactions such as product purchases or event scheduling, sync customer profiles to ensure up-to-date information in Retently, and use survey responses to improve customer service and product offerings.

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About TDox

TDox provides functionalities for managing customers and products, along with document handling and event scheduling within an agenda system.

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TDox to Retently

1

Agenda Models

Triggers when a user needs the list of models that can be used in agenda.
2

Updated Documents

Triggers when a document is created or updated.
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Retently to TDox

1

Create Customers

Inserts new customers, if not existing, or updates them, if already existing.
2

Create Products

Inserts new products, if not existing, or updates them, if already existing.
3

Disable Customers

Disables customers.
4

Get Document PDF

Gets the PDF of the document.
5

Create Event

Creates an agenda event.
6

Delete Events

Deletes the events matching filter criteria.
7

Disable Products

Disables products.

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