Learn how to create custom integrations between Retently and other apps using Alloy.
Alloy lets you design, build, and automate anything - from tasks and workflows to apps and systems - in a few clicks.
The various scenarios configured in minutes with no coding, can automate your day-to-day tasks and help you to build workflows between apps that otherwise wouldn't be possible.
Each Workflow starts with one app in the "Trigger Block", where your information comes from and which causes one or more "Actions" in other apps, where your data gets sent automatically.
Connect Retently to Alloy
To connect Retently to Alloy, you need to create an API Token. For that go to the API Token page, click on Generate New API Token, name the new Token, click show Token, and copy it to your clipboard. Once copied, go to Alloy and paste the API Token in the API Key field of the "Authenticate" module.
Retently as a “Trigger” block
You can use Retently as a "Trigger" app to perform automated actions in other services based on your survey data.
Survey Response Created - It will trigger the workflow once a new survey response in created in Retently;
Customer Unsubscribe - Will initiate the workflow once a customer unsubscribed from a survey;
Campaign Score Updated - Triggers the workflow once the campaign's score changes;
Overall Metric Score Updated - Will check for the specified metric to change the score;
Company Score Updated - Will monitor a specific company and will trigger an action once the company's score changes.
Retently as an “Action” block
List all Companies - It will return a list of all the companies within your account and send it to another selected app (as a third step);
Get Company by ID - Will retrieve the company based on the ID specified in the Trigger block;
List all Customers - It will return a list of customers with the specified fields and send it to another selected app (as a third step);
Get a customer by ID - Will retrieve the customer based on the ID specified in the Trigger block;
Create/Update customers - Based on the properties sent from the Trigger block, it will create or update an existing customer in Retently;
Send a Transactional Survey - Will send a transactional survey to the Retently customer from the previous step;
Unsubscribe a Customer - Will Unsubscribe the customer sent from the Trigger block app;
Delete a Customer - Will delete the customer specified in the previous block'
Get all Feedbacks - Will retrieve a list of all the feedback available in your Retently Account;
Get a Feedback by ID - Retrieve a Feedback based on the ID from the previous step;
Update a Feedback Tag - Allows you to update a feedback tag within Retently based on the conditions from the Action block;
Get an Outbox - Gets a specific outbox record;
List all Reports - Will retrieve a list of all the reports available in your Retently Account;
Get Latest Score - Will show the latest score in your Retently Account;
List all Templates - Will retrieve a list of all the templates available in your Retently Account;
Create a Custom Action - You can create a specific custom action using any API request you need.