Retently + bexio Integration

Connect Retently to bexio - Automate your workflows in 1-click

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Ready workflows for Retently + bexio Integration

Just click on the workflow you want to automate

Create bexio contact for new Retently response

When someone completes your Retently, a new contact is automatically created in your bexio. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Retently is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Retently - bexio integration set up makes it easy to manage your customer relationships and grow your business.

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Create bexio company for new Retently response

Retently + bexio Integration

Activate

When Survey response is created in Retently > Check any condition > Create person in bexio

Retently + bexio Integration

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Create Your Own Retently & bexio Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Retently & bexio

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Survey response is created in Retently
Customer is created in Retently
Company is created in Retently
Overall metric score is updated in Retently
Person is created or updated in bexio
Invoice is created in bexio
Order is created in bexio
Quote is created in bexio
Product is created in bexio
Project is created in bexio
Company is created or updated in bexio

Unsubscribe customer in Retently
Create or Update customer in Retently
Search customer by email in Retently
Tag a survey response in Retently
Search company in Retently
Create customer and Send survey in Retently
Create time tracking in bexio
Create invoice in bexio
Send invoice in bexio
Search invoice in bexio
Issue an invoice in bexio
Create person in bexio
Search person in bexio
Update person in bexio
Create project in bexio
Search project in bexio
Get project by ID in bexio
Update project in bexio
Create company in bexio
Search company in bexio
Update company in bexio
Update product in bexio
Create product in bexio
Search product in bexio
Export invoice to PDF in bexio
Create sales quote in bexio
Create sales order in bexio

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Integrate Retently & bexio In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Retently & bexio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Retently or bexio With 1100+ Other Apps

Retently is a survey tool that helps you measure customer satisfaction and collect valuable feedback. With the help of our surveys, you can improve your product or service, as well as provide excellent support.

See Retently Integrations

bexio is the perfect solution for small companies in Switzerland who need powerful accounting, invoicing, payroll, and other tools to stay organized and efficient. It lets you handle all the business needs in one place.

See bexio Integrations