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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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About Xero

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

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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.
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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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Retently API

Use API to create custom integrations

The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.

  • Fetch your customers from Retently Fetch your customers from Retently
  • Get the NPS, CSAT, CES scores Get the NPS, CSAT, CES scores
  • Receive the latest customer feedback Receive the latest customer feedback
  • Create and update customers in Retently Create and update customers in Retently
  • Unsubscribe customers in Retently Unsubscribe customers in Retently
  • Send transactional surveys Send transactional surveys
Check API documentation

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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.

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