Integrate Workflowsoft with Retently
Trigger NPS/CSAT surveys after task completion or workflow initiation related to customer service, sync customer data from Workflowsoft to Retently for a unified view, and use survey responses to optimize business processes and improve customer experience.
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About Workflowsoft
Workflowsoft is a work management solution that helps automate, manage, and track business processes by allowing users to create tasks, update directories, and initiate workflows.
Workflowsoft to Retently
New Integration Step
Triggers when a new integration step in the process starts.
Retently to Workflowsoft
Create Task
Creates a new task in Workflowsoft.Update Directory
Updates the directory in Workflowsoft.Complete Integration Step
Updates process fields in Workflowsoft.Start Process
Starts a new process in Workflowsoft.Related blog posts
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Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.
