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Integrate Xero with Retently NPS

Sync NPS scores with Xero and trigger NPS surveys from Xero with Retently NPS. With Retently NPS & Xero Integration, you can: triggered when you add a new draft expense claim receipt or creates a new bill (Accounts Payable) when an NPS score is received.

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Business services, document management and workflow solutions to help businesses and governments work better.

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retently nps to Xero

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Xero to retently nps

1

New Expense Claim Receipt

Send an NPS survey or add contact in Retently when you add a new draft expense claim receipt.

2

New Payment

Send an NPS survey or add contact in Retently when you receive a new payment.

3

New Bill

Send an NPS survey or add contact in Retently when you add a new bill. (Accounts Payable)

4

New Sales Invoice

Send an NPS survey or add contact in Retently when you add a new sales invoice. (Accounts Receivable)

5

New Contact

Send an NPS survey or add contact in Retently when you add a new contact.

1

Create Bill

Creates a new bill (Accounts Payable) when an NPS score is received.

2

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable) when an NPS score is received.

3

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists when an NPS score is received.

4

Create Payment

Applies a payment to an invoice when an NPS score is received.

Xero logo

Xero to retently nps

1

New Expense Claim Receipt

Send an NPS survey or add contact in Retently when you add a new draft expense claim receipt.

2

New Payment

Send an NPS survey or add contact in Retently when you receive a new payment.

3

New Bill

Send an NPS survey or add contact in Retently when you add a new bill. (Accounts Payable)

4

New Sales Invoice

Send an NPS survey or add contact in Retently when you add a new sales invoice. (Accounts Receivable)

5

New Contact

Send an NPS survey or add contact in Retently when you add a new contact.

Xero logo

retently nps to Xero

1

Create Bill

Creates a new bill (Accounts Payable) when an NPS score is received.

2

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable) when an NPS score is received.

3

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists when an NPS score is received.

4

Create Payment

Applies a payment to an invoice when an NPS score is received.

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Use API

Use Retently API to integrate with your web application

Our API allows you to connect Retently to your web application or an on-premise software. The API gives you the possibility to build custom integrations, workflows and scenarios using Retently OAuth.

  • List your customers from Retently
  • Get latest customer score
  • Get latest customer feedback
  • Create and update customers in Retently
  • Send transactional NPS surveys
CHECK API DOCUMENTATION