Integrate Retently with Formstack Documents

Send information between Retently and Formstack Documents automatically, without writing any code, using Zoho Flow.

Build your own integrations between Retently and Formstack Documents

Connect Retently and Formstack Documents with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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?

Retently is an online survey tool that helps you measure customer satisfaction and loyalty through net promoter score surveys and feedback collection.

Reviews Survey

What is Formstack Documents?

Formstack Documents is an online platform that allows you to streamline your paperwork process. You can customize your document templates, route data, add dynamic content based on data collected, and even set up conditions for your delivery options.

Documents Files

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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