Integrate Zeymo with Retently

Trigger NPS/CSAT surveys after invoice payments or sales order completions, sync customer profiles between Zeymo and Retently to ensure accurate customer data, and use survey feedback to enhance customer service and accounting processes.

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About Zeymo

Zeymo provides tools for managing accounting tasks including customer and invoice handling. It allows users to create and track sales orders and receipts.

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Zeymo to Retently

1

New Customer

Triggers when a new Customer is created.
2

New Sales Invoice

Triggers when a new Sales Order is invoiced.
3

New Receipt

Triggers when a new receipt is created.
4

New Sales Order

Triggers when a new confirmed Sales Order is created.
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Retently to Zeymo

We don't have any triggers yet for Zeymo, but we're working on it!

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