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Integrate Upflow with Retently

Trigger NPS/CSAT surveys after invoice payments, sync customer profiles between Upflow and Retently to ensure accurate feedback targeting, and use survey responses to improve payment processes and customer satisfaction.

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About Upflow

Upflow is an accounting tool that allows users to manage customer data, invoices, and payments efficiently. It facilitates creating and updating customer information and processing payments and invoices.

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Upflow to Retently

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

1

Create Customer

Creates a customer.
2

Create Customer Without Contact

Creates a customer without contact.
3

Delete Customer

Deletes a customer.
4

Update Customer

Updates a customer.
5

Create Customer Contact

Creates a contact for an existing customer.
6

Create Invoice

Creates an invoice for an existing customer.
7

Create Payment

Imports a payment.

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