Integrate The Bookie with Retently

Trigger NPS/CSAT surveys after invoice creation or updates, sync customer contact details between The Bookie and Retently, and use survey feedback to improve customer relationship management strategies.

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RetentlyThe Bookie logo

About The Bookie

The Bookie is an application that manages contacts and invoices, allowing users to create, update, and track their interactions. It facilitates the handling of sales and purchase invoices as well as contact management in an address book.

The Bookie logoRetently

The Bookie to Retently

1

Contact Created / Updated

Triggers when a contact was created or updated in your address book.
2

Sales Invoice Paid

Triggers when the invoice state is changed to paid.
3

Sales Invoice Created

Triggers when a new invoice is created.
RetentlyThe Bookie logo

Retently to The Bookie

1

Create Contact

Creates a contact in the address book.
2

Sales Invoice Create

Creates a sales invoice.
3

Find or Create Contact

Searches for contacts in the address book or creates a new one if none are found.
4

Inbox Attachment

Uploads a file for management.
5

Purchase Invoice Create

Creates an incoming invoice.
6

Search Contacts

Searches for contacts in the address book.

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