Retently Help & Support

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

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

Next, you'll be asked to enter your 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.

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

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

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/