Integrate Udio with Retently
Trigger automated NPS/CSAT surveys after booking confirmations or invoice completions, sync customer profiles between Udio and Retently to ensure up-to-date information, and use survey responses to improve service offerings based on customer feedback.
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About Udio
Provides event triggers for various actions related to bookings, customers, and invoices, enabling automated responses based on these events.
Udio to Retently
Billing Account Updated
Triggers when Billing Account is updated.Achievement Completed
Triggers when Achievement has been completed.First Booking in Course
Triggers when Customer was booked into the Course for the first time.New Free Booking
Triggers when New booking was made in free single bookings Course (e.g. Assessment).New Voucher Booking
Triggers when New Booking has been made with voucher (e.g. Make Up or Free Trial).New Customer
Triggers when New family has been added or customer has signed up.Email Address Confirmation
Triggers when Email address confirmation during initial online signup, or while adding email.New Invoice
Triggers when Invoice has been created.Invoice Outstanding (14 Day)
Triggers when Invoice was raised two weeks ago and is still unpaid.Invoice Outstanding (30 Days)
Triggers when Invoice was raised one month ago and is still unpaid.Invoice Fully Paid
Triggers when One invoice has been fully paid.Missed 3 Bookings
Triggers when Customer has missed 3 bookings in a row.Missed 5 Bookings
Triggers when Customer has missed 5 bookings in a row.Automatic Payment Failed
Triggers when Provider Payment has failed.Payment Method Added
Triggers when Payment method was added.Payment Reversed
Triggers when Payment has been reversed.Provisional Booking Timeout
Triggers when during online enrolment customer did not finish the booking process and it has timed out.Regular Booking Moved
Triggers when Regular Booking (Purchase) has been Moved: date, time or Course have been updated.Qualification Expiring
Triggers when Qualification expires in 30 days.Customer Deleted
Triggers when Customer was deleted from the waiting list.Event Triggered
Triggers when any Event is happening.Unable to Attend
Triggers when Single Booking on particular date and time, has been Cancelled or customer used 'Unable to attend' form.First Booking in Facility
Triggers when Customer was booked in the facility first time.Voucher Booking Moved
Triggers when Voucher Bookings have been Moved: date, time or course have been changed.Course Completed
Triggers when Course has been completed.Online Signup of Existing Customer
Triggers when Existing customer created customer accounts login.Invoice Cancelled
Triggers when Invoice has been cancelled.Invoice Outstanding (1 Day)
Triggers when Invoice was raised 1 day ago and is still unpaid.Invoice Outstanding (3 Days)
Triggers when Invoice was raised 3 days ago and is still unpaid.Invoice Outstanding (7 Days)
Triggers when Invoice was raised a week ago and is still unpaid.Missed 2 Bookings
Triggers when Customer has missed 2 bookings in a row.Missed 4 Bookings
Triggers when Customer has missed 4 bookings in a row.Online Password Reset
Triggers when Password Reset Email for Customer Accounts.Payment Used Outstanding Credit
Triggers when Outstanding credit has been used to pay some invoices.Payment Method Removed
Triggers when Payment method was removed.Payment Successful
Triggers when Payment has succeeded or was taken over the counter.Regular Booking Has Been Cancelled
Triggers when Regular Booking (Purchase) has been Cancelled. No more attendance after particular date.New Regular Booking
Triggers when Regular Booking (Purchase) has been created or customer enrolled into a course.Customer Added
Triggers when Customer was placed on the waiting list.Customer Invited
Triggers when Customer on waiting list has been invited.Retently to Udio
Greg Raileanu
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