Integrate Custify with Retently
Trigger NPS/CSAT surveys based on specific customer interactions tracked by Custify, such as reaching a certain engagement level or completing a key action. Sync customer segments and profiles between Custify and Retently to ensure consistent data for personalized feedback requests and analysis.
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About Custify
Custify provides tools for tracking customer behavior and engagement. It allows users to manage segments and analyze interactions through various triggers and actions.
Custify to Retently
Company Enters Segment
Triggers when a company enters the defined segment.Person Enters Segment
Triggers when a person enters the defined segment.Person Playbook Step
Triggers when a person enters the selected playbook step.Company Leaves Segment
Triggers when a company leaves the defined segment.Person Leaves Segment
Triggers when a person leaves the defined segment.Playbook Step
Triggers when a company enters the selected playbook step.
Retently to Custify
Create Company
Creates a company.Link Person to Company
Links a person to a company.Send NPS
Sends a new NPS for an existing person matched on user_id or email.Create Task
Creates a new task.Update Person
Updates a person based on email.Find Person
Finds a person by searching for email.Find or Create People
Finds a person by searching for email.Send Event
Sends a new event for an existing person matched on user_id or email for people and company_id for companies.Create Note
Creates a note.Create Person
Creates a person entity.Update Company
Updates a company based on company ID.Find Company
Finds a company by searching by company name or ID.Find or Create Company
Finds a company by searching by company name or ID.Related blog posts
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