Integrate Copilot with Retently
Trigger NPS/CSAT surveys after significant client interactions or contract updates, sync client profiles and interaction history with Retently, and use survey feedback to enhance client relationship management strategies.
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About Copilot
Copilot allows users to manage client interactions and files, offering features such as creating clients and companies, managing file channels, and tracking contract statuses.
Copilot to Retently
Client Created
Triggers when a new client is created.Company Created
Triggers when a company gets created in the Copilot for the first time.Contract Signed
Triggers when a contract is signed.File Created
Triggers when a file gets created within a file channel.Folder Created
Triggers when a folder gets created within a file channel.Folder Updated
Triggers when a folder gets updated within a file channel.Internal User Created
Triggers when a new internal user is created.Link Created
Triggers when a link gets created within a file channel.Link Updated
Triggers when a link gets updated within a file channel.Message Channel Deleted
Triggers when a message channel is deleted.Notification Created
Triggers when a new notification is created.Client Activated
Triggers when a client authenticates in the Copilot for the first time.Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.Client Updated
Triggers for each client user update.Contract Requested
Triggers when a contract is assigned to a client.File Deleted
Triggers when a file has been deleted within a file channel.File Updated
Triggers when a file has been updated within a file channel.Folder Deleted
Triggers when a folder gets deleted within a file channel.Form Response Completed
Triggers when a form response has been completed by a recipient.Internal User Deleted
Triggers when an internal user is deleted.Invoice Paid
Triggers when an invoice is paid.Link Deleted
Triggers when a link gets deleted within a file channel.Message Channel Created
Triggers when a new message channel is created.Message Sent
Triggers when a message gets sent in any channels belonging to the portal.
Retently to Copilot
List App Installs
Lists the app installs in a workspace.List Clients
Lists the clients.List Custom Fields
Lists all available custom fields.List Files
Lists files within a file channel.List Internal Users
Lists all internal users.List Messages
Lists messages in a channel.Create App Connection
Creates an app connection for an app install.Update Client
Updates a client.Update Company
Updates the name of a company.Create File Channel
Creates a new file channel.Create Folder
Creates a folder in a specified file channel.Create Link
Creates a link in a specified files channel.Send Message
Creates and sends a message to a designated message channel.Find an App Install
Searches for an app install by ID.Find a Company
Searches for a company by ID or name.Find a File Channel
Searches for a file channel by ID or by membership type, membership entity and member.Find an Internal User
Searches for an internal user by ID.Find or Create App Connection
Searches for an app connection from a manual app.Find or Create Company
Searches for a company by ID or name.Find or Create Message Channel
Searches for a message channel by ID or by filters.List Companies
Lists the companies.List Custom Field Options
Lists all custom field options of a given custom field.List Message Channels
Lists the message channels.List Workspace
Lists the workspace associated with the portal.Create Client
Creates a new client.Create Company
Creates a new company.Create Contract
Creates a new contract.Create File
Creates a file in a specified files channel.Request Form Responses
Asks clients to fill out a form.Create Message Channel
Creates a new message channel.Find App Connection
Searches for an app connection from a manual app.Find a Client
Searches for a client by ID, email, or company.Find a Custom Field Option
Searches for a custom field option by custom field ID and label.Find a Form
Searches for a form by ID.Find a Message Channel
Searches for a message channel by ID or by filters.Find or Create Client
Searches for a client by ID, email, or company.Find or Create File Channel
Searches for a file channel by ID or by membership type, membership entity and member.Related blog posts
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