Integrate Contractor with Retently

Trigger NPS/CSAT surveys after invoice payments or work order completions, sync client profiles and contact information, and use feedback scores to improve client management and service offerings.

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About Contractor

Tracks client management and invoicing processes, allowing users to create and manage clients, invoices, work orders, and expenses.

Contractor logoRetently

Contractor to Retently

1

New Client

Triggers when a new client is added.
2

New Invoice

Triggers when a new invoice is added.
3

New Work Order

Triggers when a new work order is added.
4

New Expense

Triggers when a new expense is added.
5

New Lead

Triggers when a new lead is added.
RetentlyContractor logo

Retently to Contractor

1

Create Expense

Creates a new expense.
2

Create Property

Creates a new property.
3

Create Client

Creates a new client.
4

Create Lead

Creates a new lead.
5

Create Work Order

Creates a new work order.

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