Integrate ZarMoney with Retently
Trigger NPS/CSAT surveys after invoice payments or significant account updates, sync customer financial profiles with Retently to maintain up-to-date customer information, and use survey feedback to improve financial service offerings.
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About ZarMoney
ZarMoney provides features for managing customers, expenses, vendors, and items. Users can create, update, and delete financial records, facilitating effective accounting management.
ZarMoney to Retently
New Customer
Triggers when a new customer is added.Delete Expense
Triggers when an expense is deleted.Delete Vendor
Triggers when a vendor is deleted.New Item
Triggers when a new item is added.Update Expense
Triggers when an expense is updated.Update Vendor
Triggers when a vendor is updated.Delete Customer
Triggers when a customer is deleted.Delete Item
Triggers when an item is deleted.New Expense
Triggers when a new expense is added.Update Customer
Triggers when a customer is updated.Update Item
Triggers when an item is updated.New Vendor
Triggers when a new vendor is added.Retently to ZarMoney
Create Customer
Creates a customer.Delete Expense
Deletes an expense.Delete Vendor
Deletes a vendor.Create Item
Creates an item.Update Expense
Updates an expense.Update Vendor
Updates a vendor.Find Customer
Finds a customer by name.Find Item
Finds an item by name.Find or Create Customer
Finds a customer by name.Find or Create Item
Finds an item by name.Delete Customer
Deletes a customer.Delete Item
Deletes an item.Create Expense
Creates an expense.Update Customer
Updates a customer.Update Item
Updates an item.Create Vendor
Creates a vendor.Find Expense
Finds an expense by id.Find Vendor
Finds a vendor by name.Find or Create Expense
Finds an expense by id.Find or Create Vendor
Finds a vendor by name.
Alex Bitca
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