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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About Xero
Business services, document management and workflow solutions to help businesses and governments work better.
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.
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 to create custom integrations
The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.
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Fetch your customers from Retently
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Get the NPS, CSAT, CES scores
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Receive the latest customer feedback
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Create and update customers in Retently
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Unsubscribe customers in Retently
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Send transactional surveys
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Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.
