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Integrate Accelo with Retently NPS

Sync NPS scores with Accelo and trigger NPS surveys from Accelo with Retently NPS. With Retently NPS & Accelo Integration, you can: send an NPS survey or add contact in Retently when a new request is created or creates a new contact or updates a contact if it already exists when an NPS score is received.

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About Accelo

The #1 professional service automation (PSA) featuring CRM, project management, email integration, retainer management, sales tracking, and support.

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Accelo to Retently NPS

1

New Request

Send an NPS survey or add contact in Retently when a new request is created.
2

Task Assigned

Send an NPS survey or add contact in Retently when a task is assigned.
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Retently NPS to Accelo

1

Create/Update Contact

Creates a new contact or updates a contact if it already exists when an NPS score is received.
2

Create Request

Creates a new request. If the request's contact does not exist, a new one will be created for you when an NPS score is received.
3

Create Timer

Starts a new timer when an NPS score is received.
4

Pause Timers

Pauses any active timers 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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