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Integrate Fiskl with Retently

Sync customer profiles and transaction data with Retently to ensure up-to-date customer information. Trigger NPS/CSAT surveys after invoice transactions to gather feedback on billing experiences, and use survey responses to enhance client management strategies.

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Fiskl logo

About Fiskl

Fiskl provides functionalities for managing invoices, creating calendar events, and handling transactions. It allows users to create and update invoices, schedules, and client details efficiently.

Fiskl logo

Fiskl to Retently

1

Invoice Created or Updated

Triggers when an invoice is created or updated.
2

Status Updated

Triggers when the status of an invoice changes.
3

Invoice Deleted

Triggers when an invoice is deleted.
Fiskl logo

Retently to Fiskl

1

Create Calendar Event

Creates a new calendar event.
2

Create Invoice

Creates a new customer invoice. The invoice can include existing product and service IDs from the catalog or new line items or a combination of both.
3

Create Service

Creates a new service with input from previous steps.
4

Find an Invoice

Search for an invoice.
5

Create Account Transaction

Creates a new account transaction, probably with input from previous steps.
6

Create Client

Creates a new client, probably with input from previous steps.
7

Create Product

Creates a new product with input from previous steps.
8

Create Vendor

Creates a new vendor, probably with input from previous steps.

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