Integrate Retently with Formstack Documents
Send information between Retently and Formstack Documents automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Retently and Formstack Documents using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Feedback received
Triggers when new feedback is received
Customer created
Triggers when a new customer is created
New Merged Document
Triggers when a merged or populated document is created
All Actions - Actions are the automated tasks
Create customer and send survey
Sends a survey to the specified customer if the email address already exists. Otherwise, creates a customer and then sends the survey.
Create or update customer
Creates a new customer. Update the details if the email address already exists.
Unsubscribe customer
Unsubscribes the specified customer
Add tags to feedback
Adds tags to the specified feedback
Fetch score
Fetches the details of the latest NPS score
Create Data Route Merge
Creates a data route merge by sending data to your data route URL
Create Document Merge
Creates a document merge by sending data to merge URL
What is Retently?
Similar apps
What is Formstack Documents?
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