Retently is a Customer Success Platform for subscription businesses. It helps increase revenue and customer retention by gathering, processing and enriching various business data and providing enhanced tools for improving customer communications and reducing customer churn.

Authenticating

Retently uses API Key based auth, a developer-friendly delegated access protocol. Quolum has already connected the necessary wires with Retently. Using a sequence of click-throughs, your organization's administrator allows Quolum to make API calls to Retently without getting access to passwords.

Step 1: Initiate a connection to Retently

Click the Connect button from the Connections card. If you are not an admin, you can invite your organization's Retently admin to make a connection to your Retently organization account. When you click on the Connect button, the web browser will navigate to the Retently login page.

Step 2: Log in to Retently

Log in to Retently using your organization's credentials. The exact login mechanism may depend on your Retently plan, and the sign-in mechanism used. You may have corporate SSO such as Azure AD, GSuite, or Okta along with multi-factor authentication. Once you have successfully logged-in you can find the API Key and API Secret as mentioned below in Step 3.

Step 3: Back to Quolum

Once you have granted access to Quolum, Retently is going to send you back to Quolum's page in Step 1, where you started. The Connect button on the Connections card would now say Reconnect. Reconnect is used to reauthenticate under circumstances where the access has expired.

Under the hood

Using the OAuth protocol, Quolum now has delegated access to your Retently Workspace. The Quolum server, running on Amazon AWS VPC, will be able to make API calls and retrieve feature-level utilization of projects, stories, and tasks. Later, this data is crunched and available for visualization on the Quolum dashboard.