Create Invois Online client from new Retently response
Retently + Invois Online Integration
Invois Online + Retently Integration
Integrate Invois Online to Retently in one click, or tell Integrately AI how you want each invoice handled. Create customers, trigger surveys, tag responses, and track your customer satisfaction scores automatically.
Free forever.Use premium features free for 14 days.1.
Invoice status is changed in Invois Online Instant- Invoice is created in Invois Online Instant
Survey response is created in Retently- Customer is created in Retently
- Company is created in Retently
- Overall metric score is updated in Retently
2.
- Update client in Invois Online
- Search invoice in Invois Online
- Create payment in Invois Online
- Update invoice in Invois Online
- Search client in Invois Online
- Create client in Invois Online
- Create invoice in Invois Online
- 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
Trusted by experts at...
Ready Workflows for Invois Online + Retently Integration
Trigger surveys from new invoices, update customer profiles, tag responses, and track overall scores, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Invois Online + Retently flow
Sync your invoice and survey workflows with email tools, CRMs, and messaging apps to keep your entire team informed. Pick a combination and activate it in one click.
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Stripe (3)
Stripe (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
HubSpot (3)
HubSpot (3) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) I
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Create a customer in Stripe when an invoice is created in Invois Online, and send a survey in Retently.
New Invois Online invoices automatically create customers in Stripe and trigger satisfaction surveys in Retently without manual entry.
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When a survey response is created in Retently, update the invoice in Invois Online and charge the card in Stripe.
Retently survey responses instantly update your Invois Online invoices and process payments in Stripe.
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When an invoice status is changed in Invois Online, update the customer in Stripe and tag the response in Retently.
Invoice status updates in Invois Online automatically adjust Stripe customer records and tag Retently responses.
Supported triggers and actions for Invois Online and Retently
Mix and match to build the exact automation you need
What can you automate with Invois Online + Retently?
Streamline your billing and customer feedback collection by connecting Invois Online and Retently for automated workflows.
🧾
Trigger surveys automatically from new invoices
Launch a customer satisfaction survey in Retently the moment a new invoice is created in Invois Online. Manual trigger steps are eliminated entirely.
📋
Capture every submitted field and response detail
Map available survey response metrics and client details into your invoicing records instead of transferring data by hand. Your client files remain complete and accurate.
🔔
Tell the right team member immediately
Send instant notifications to your support or billing channel whenever a low survey score or new invoice arrives. Your team responds faster to client needs.
🔀
Route workflows based on survey scores
Perform different actions depending on whether a survey response score is positive or negative. High scores update client records while low scores alert management.
🔄
Keep client records up to date
Automatically update customer details in Retently whenever an invoice status changes in Invois Online. Your databases stay perfectly synchronized.
🔍
Search and update instead of creating duplicates
Look up existing client profiles by email before creating new records. Prevent duplicate entries across your invoicing and feedback platforms.
⚙️
Handle later status changes and payments
Update invoice payment statuses in Invois Online when customer metrics or payments are processed. Keep your financial records accurate over the client lifecycle.
💬
Extend your workflow to team messaging apps
Connect your Invois Online and Retently flow to Slack to broadcast real-time updates to your entire team. Keep stakeholders informed without extra effort.
And much more...
Who is Invois Online + Retently integration for?
Connecting Invois Online and Retently eliminates manual administrative work for finance teams, marketers, and customer success managers by automating invoice tracking and survey feedback collection.
Data analysts
Customer success managers
Account executives
Billing teams
Project managers
Finance directors
📈
Data analysts
You're compiling customer feedback metrics and billing data by hand, but your reports are always lagging behind actual transactions — this integration means every invoice and survey response syncs instantly and your numbers stay current.
⚡
Customer success managers
You need to act fast on negative survey feedback, but you find out about low scores too late because feedback sits in isolated tools — automating both apps means every survey response triggers immediate client updates and proactive outreach.
📊
Account executives
You answer to clients who want to see prompt follow-up on satisfaction and billing, but manual data tracking causes delays — connecting these apps means client records update automatically and stakeholders always see accurate progress.
🔄
Billing teams
The volume of new invoices and customer check-ins is too high for anyone to keep up by hand, leading to missed survey triggers — with this integration, every invoice automatically launches customer feedback workflows without manual effort.
👥
Project managers
You own the client onboarding step and depend on someone upstream to hand over invoice details, but manual handoffs cause bottlenecks — this integration means invoice creation instantly initializes your client workflow across both systems.
🗂️
Finance directors
You need a reliable history of customer satisfaction paired with payment records, but keep finding gaps between billing and survey platforms — automating both apps means your transaction and feedback histories match up seamlessly.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Invois Online + Retently
Build and manage your Invois Online + Retently automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Invois Online + Retently with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Invois Online + Retently Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Invois Online to Retently?
You can connect Invois Online to Retently in just one click using ready-made workflows on Integrately. Link your accounts, select a trigger like invoice creation, and choose your Retently action to automate feedback collection alongside tools like Slack, Gmail, or HubSpot with the help of Integrately AI.
Can I trigger customer surveys automatically when a new invoice is created in Invois Online?
Can I connect Invois Online, Retently, and HubSpot?
What is a good Zapier alternative for Invois Online and Retently?
How does Invois Online handle invoice status updates with Retently?
How does Retently pass survey responses back to Invois Online?
Can I set up this automation without writing code?
Is the Invois Online and Retently integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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