Connect cardinal and Retention.com to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for cardinal
Choose an Action
Automatically do this!
- Request a new Action for Retention.com
Integrate cardinal with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your cardinal and Retention.com accounts to viaSocket. Once connected, you can set up a workflow where an event in cardinal triggers actions in Retention.com (or vice versa).
Absolutely. You can customize how cardinal data is recorded in Retention.com. This includes choosing which data fields go into which fields of Retention.com, setting up custom formats, and filtering out unwanted information.
The data sync between cardinal and Retention.com typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between cardinal and Retention.com. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Retention.com
Retention is CRM designed specifically for small businesses. It is a tool to manage customer relationships, streamline operations, and drive business growth.
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