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Integrate Sinao with Retently

Sync customer profiles between Sinao and Retently to ensure accurate customer data for survey distribution. Trigger NPS/CSAT surveys after invoice generation or client interactions to gather feedback on service quality and client satisfaction.

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About Sinao

Sinao provides tools for managing products, clients, organizations, and invoices, including creation, deletion, and editing functionalities.

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Sinao to Retently

We don't have any actions yet for Sinao, but we're working on it!
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Retently to Sinao

1

Create/Edit - Product/Service

Creates or edits a product/service.
2

Send - Invoice

Sends the invoice through email, with the Sinao invoice ID.
3

Delete - Organization

Deletes an organization with Sinao organization ID.
4

Delete - Client

Deletes a client with Sinao client ID.
5

Delete - Invoice

Deletes an invoice with Sinao invoice ID.
6

Find - Product/Service

Finds a product/service with product/service ID on your software.
7

Find - Client

Finds a client with client ID on your software.
8

All - Recurring Invoices

Returns all recurring invoices.
9

Find/Create - Organization

Finds an organization with Sinao organization ID.
10

Find/Create - Invoice

Finds an invoice with Sinao invoice ID.
11

Delete - Product/Service

Deletes a product/service with Sinao product/service ID.
12

Create/Edit - Organization

Creates or edits an organization.
13

Create/Edit - Client

Creates or edits a client.
14

Create/Edit - Invoice

Creates or edits an invoice with an amount in TTC/HT.
15

Finalize - Invoice

Changes the invoice status from 'Draft' to 'Final' with Sinao invoice ID.
16

Find - Organization

Finds an organization with Sinao organization ID.
17

Find - Invoice

Finds an invoice with Sinao invoice ID.
18

Find/Create - Product

Finds a product/service with product/service ID on your software.
19

Find/Create - Client

Finds a client with Woocommerce client ID.

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