Integrate Docubee with Retently
Integrate to trigger NPS/CSAT surveys based on workflow completion or specific events, sync customer data from workflows to Retently, and use survey feedback to adjust workflow processes and improve customer experience.
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About Docubee
Docubee allows users to manage workflow instances by triggering actions based on events within the workflow. Users can collect data from started workflow instances and initiate workflows based on conditions within the application.
Docubee to Retently
Workflow Instance Started
Collects data from a started workflow instance and triggers another action.When a Zapier Event Is Reached in the Workflow
Collects data when a workflow instance reaches a Zapier Event and triggers another action.
Retently to Docubee
Start a Workflow Instance
Sends data to start an OnTask Workflow Template.Related blog posts
Closing the Customer Feedback Loop: Turn Insights into Action
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