Integrate Workflowsoft with Retently

Trigger NPS/CSAT surveys after task completion or workflow initiation related to customer service, sync customer data from Workflowsoft to Retently for a unified view, and use survey responses to optimize business processes and improve customer experience.

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About Workflowsoft

Workflowsoft is a work management solution that helps automate, manage, and track business processes by allowing users to create tasks, update directories, and initiate workflows.

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Workflowsoft to Retently

1

New Integration Step

Triggers when a new integration step in the process starts.
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Retently to Workflowsoft

1

Create Task

Creates a new task in Workflowsoft.
2

Update Directory

Updates the directory in Workflowsoft.
3

Complete Integration Step

Updates process fields in Workflowsoft.
4

Start Process

Starts a new process in Workflowsoft.

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