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Integrate Portal.io with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as order status changes or payment updates, and sync customer contact information and interaction history to maintain up-to-date profiles in Retently.

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About Portal.io

Portal.io allows for contact modifications, payment status updates, order status changes, and proposal status updates.

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Portal.io to Retently

1

Contact Modification

Triggers when a contact is updated.
2

Update Payment Status

Triggers when a payment status changes.
3

Update Order Status

Triggers when an order status changes.
4

Update Proposal Status

Triggers when a proposal status changes.
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Retently to Portal.io

We don't have any triggers yet for Portal.io, but we're working on it!

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