Retently

Retently Help & Support

What Retently Triggers and Actions are Supported

Supported Triggers#

  • NPS Score Updated - Triggers when the NPS score is updated.
  • Customer Unsubscribed - Triggers when a customer unsubscribes.
  • New Survey Response - Triggers when a new survey response is received.

Supported Searches#

  • None yet!

Supported Actions#

  • Create or Update Customer - Creates a new customer or update an existing one.
  • Create Customer and Send Survey - Creates a new customer (if one does not exist) and sends a survey to the customer immediately.
  • Unsubscribe Customer - Unsubscribes a customer.
  • Tag a Survey Response - Adds a tag to a survey response.

How to Get Started with Retently on Zapier

When you start creating a Retently Zap, you will be asked to connect your Retently account.

Click to connect Retently

Next, you'll be asked to enter your Retently API key.

Retently API Key

To locate your API Key in your Retently account, please follow these steps:

  1. Log in to your Retently account.
  2. Access the "Integrations" page from the Menu.
  3. Choose "API Tokens" page.
  4. Click on "Generate New API Token".
  5. Write a name for the new API token.
  6. Click on the "Generate API token" button.
  7. Copy the generated API token to your clipboard.

Retently API Key in account

Paste your key back into your Zapier account and then “Continue”.

If all steps were successful your Retently account will now be successfully connected.

Retently connection successful

Common Problems with Retently on Zapier

Does the app need any special plan pricing?#

A $35 Premium subscription is required in order to use retently native Zapier integration. Learn more: https://www.retently.com/pricing/

Need More Help? - Our support team is happy to help -- send us a message

Retently NPS helps you efficiently measure customer satisfaction, collect valuable client feedback that you can act on.

Getting Started with Zapier

Need more help? Try the Zapier Help Center