Integrate Motion.io with Retently
Trigger NPS/CSAT surveys after key onboarding steps are completed, sync client information to keep Retently's customer profiles updated, and use feedback to improve the onboarding process.
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About Motion.io
Motion.io is a client onboarding platform that facilitates the collection of necessary information from clients to streamline project workflows.
Motion.io to Retently
Client Chat Message
Triggers when a client adds a message in a project's chat.Form Submission
Triggers when a client submits a form.Ticket Message
Triggers when someone adds a message to a helpdesk ticket.File Uploaded
Triggers when a file is uploaded to a portal.Task Status Change
Triggers when the status of a client task changes.Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket.
Retently to Motion.io
Create Project
Creates a new project in Motion.io optionally using a defined template.Edit Task
Edits a task in a specified project.Create Task
Creates a task in a specified project.Find Project
Finds an active project within your team.Related blog posts
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