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Retently

Reference

15 actions for Retently workflows.

01. Operations

Act on Retently from a workflow

Operations are the actions a workflow can take in Retently, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Other

15 operations

These operations manage your survey infrastructure, customer data, and feedback collection workflows. Use them to retrieve templates and campaigns, send transactional surveys, manage customer lists, track NPS scores, and organize feedback with tags for comprehensive survey program automation.

Action★ Featured

Create or Update Customers

RETENTLY_CREATE_OR_UPDATE_CUSTOMERS

Add new customers to Retently or update existing customer information such as email, name, company details, and custom properties to keep your customer database current and organized.

1 input
Action★ Featured

Get Feedback

RETENTLY_GET_FEEDBACK

Retrieve customer feedback responses to understand what customers think about your product or service. Use this to track satisfaction, identify improvement areas, and make data-driven decisions about your business.

8 input
Action★ Featured

Get Latest Score

RETENTLY_GET_LATEST_SCORE

Retrieves your most recent Net Promoter Score (NPS) to quickly assess current customer satisfaction levels. Use this to monitor how satisfied your customers are and track sentiment changes over time.

Action★ Featured

Send Transactional Survey

RETENTLY_SEND_TRANSACTIONAL_SURVEY

Automatically send targeted surveys to customers following specific events or transactions, with optional timing delays to capture feedback at the right moment.

3 input
Action

Add Feedback Tags

RETENTLY_ADD_FEEDBACK_TAGS

Organize and categorize your customer feedback by adding tags to specific responses, making it easier to track themes, sentiment, and improvement areas across your feedback collection.

3 input
Action

Add Feedback Topics

RETENTLY_ADD_FEEDBACK_TOPICS

Organize and categorize customer feedback responses by assigning topics to them, making it easier to analyze feedback patterns and identify key areas for improvement. This helps you quickly understand what customers are saying about specific aspects of your product or service.

3 input
Action

Delete Customers

RETENTLY_DELETE_CUSTOMERS

Remove customer records from your workspace to maintain data accuracy and keep your customer database clean and up-to-date.

1 input
Action

Get Campaigns

RETENTLY_GET_CAMPAIGNS

Retrieve all customer feedback campaigns associated with your Retently account to view their details, status, and performance metrics.

Action

Get Customer By ID

RETENTLY_GET_CUSTOMER_BY_ID

Retrieves complete customer details including contact information, feedback history, and account status using their unique customer ID. This helps you quickly access specific customer records for support, analysis, or relationship management.

1 input
Action

Get Customers

RETENTLY_GET_CUSTOMERS

Retrieve your complete list of customers with options to filter by email, date range, and organize results through pagination and sorting. Use this to manage customer records and prepare targeted feedback campaigns.

6 input
Action

Get Feedback by ID

RETENTLY_GET_FEEDBACK_BY_ID

Retrieve detailed information about a specific customer feedback entry using its unique ID, allowing you to view the complete context and details of individual responses.

1 input
Action

Get Outbox

RETENTLY_GET_OUTBOX

View all surveys that are scheduled to be sent in the future, helping you track and manage your survey pipeline before campaigns go live.

4 input
Action

Get Reports

RETENTLY_GET_REPORTS

Retrieve NPS survey reports including scores, trends, and campaign performance metrics to understand customer satisfaction and identify improvement areas.

3 input
Action

Get Templates

RETENTLY_GET_TEMPLATES

Retrieve all survey templates available in your Retently account to quickly set up customer feedback surveys without starting from scratch.

Action

Unsubscribe Customers

RETENTLY_UNSUBSCRIBE_CUSTOMERS

Remove customers from your survey distribution list by their email addresses, preventing them from receiving future survey requests.

2 input
What now

Use Retently in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.