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Integrate Billit.io with Retently

Trigger NPS/CSAT surveys after invoice payments or updates, sync customer contact and transaction details with Retently, and use feedback scores to enhance customer service and financial management strategies.

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Billit.io logo

About Billit.io

Billit.io provides tools for managing invoices, payments, and customer records efficiently. Users can create and delete invoices and payments, as well as manage customer information.

Billit.io logo

Billit.io to Retently

1

Invoice Canceled

Triggers when an invoice is canceled.
2

Deleted Payment

Triggers when a payment is deleted.
3

New Invoice

Triggers when a new invoice is created.
4

New Purchase

Triggers when a new purchase is created.
5

Invoice Deleted

Triggers when an invoice is deleted permanently.
6

New Customer

Triggers when a new customer is created.
7

New Payment

Triggers when a new payment is created.
8

Updated Invoice

Triggers when an invoice is updated.
Billit.io logo

Retently to Billit.io

1

Create Customer

Creates a customer.
2

Create a Product/Service

Creates a product/service to Billit.io account.
3

Create OCP Link

Creates an OCP link.

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