Retently

The Retently modules allow you to monitor, create, update, list, and delete the customers, and survey responses in your Retently account.

Getting Started with Retently

Prerequisites

A Retently account

In order to use Retently with Integromat, it is necessary to have a Retently account. If you do not have one, you can create a Retently account at retently.com/integrations/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Retently to Integromat

To connect your Retently account to Integromat you need to obtain the API Key from your Retently account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Retently account.

2. Click Settings () > API Tokens > Generate New Token.

3. Enter a name for the token ad click Generate API Token.

4. Copy the API Token to your clipboard.

5. Go to Integromat and open the Retently module's Create a connection dialog.

6. In the Connection name field, enter a name for the connection.

7. In the API Key field, enter the API token copied in step 4 and click Continue.

The connection has been established.

Customers

List Customers

Returns a list of customers with specified fields.

Connection	Establish a connection to your Retently account.
Sort	Enter the option to filter the customers based on the specified option. For example, `createdDate`.
Limit	Set the maximum number of survey responses Integromat should return during one execution cycle.

Create a Customer

Creates a customer.

Connection	Establish a connection to your Retently account.
Email	Enter the customer's email address.
First Name	Enter the customer's first name.
Last Name	Enter the customer's last name.
Company Name	Enter the company with which the customer is working.
Tags	Add the tags for the customer.
Properties	Add the labels for the customer: Label Enter a name for the label. Type Select the label type. For example, `integer`, `date`, `string`. Value Enter the value for the label.

Update a Customer

Updates a customer.

Connection	Establish a connection to your Retently account.
Email	Enter the customer's email address.
First Name	Enter the customer's first name.
Last Name	Enter the customer's last name.
Company Name	Enter the company with which the customer is working.
Tags	Add the tags for the customer.
Properties	Add the labels for the customer: Label Enter a name for the label. Type Select the label type. For example, `integer`, `date`, `string`. Value Enter the value for the label.

Delete a Customer

Deletes a customer.

Connection	Establish a connection to your Retently account.
Email	Select or map the customer's email address you want to delete.

Unsubscribe Customers

Unsubscribes customers.

Connection	Establish a connection to your Retently account.
Subscribers	Add the email addresses of the subscribers you want to unsubscribe.
Message	Enter the reason text to notify the subscribers.

Surveys

Watch Survey Responses

Watches for survey responses.

Connection	Establish a connection to your Retently account.
Limit	Set the maximum number of survey responses Integromat should return during one execution cycle.

Tag a Survey Response

Adds a tag to a survey response.

Connection	Establish a connection to your Retently account.
Response ID	Select the Response ID to which you want to add a tag.
Tags	Add the tags with which you want to tag the response.
Op	Select the override option, Append to append the tags to the response, or leave empty to override existing tags.

Create Customers and Send Survey

Creates new customers or updates the existing ones and sends a transactional survey.

Connection Establish a connection to your Retently account.

Campaign Select or map the Campaign ID which you want to send to the customer.

Subscriber

Add the subscribers to send the survey:

Email	Enter the customer's email address.
First Name	Enter the customer's first name.
Last Name	Enter the customer's last name.
Company Name	Enter the company with which the customer is working.
Tags	Add the tags for the customer.
Properties	Add the labels for the customer: Label Enter a name for the label. Type Select the label type. For example, `integer`, `date`, `string`. Value Enter the value for the label.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Retently account.
URL	Enter a path relative to `https://app.retently.com`. For example: `/api/v2/nps/customers` For the list of available endpoints, refer to the Retently API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.