Integrate Eworks Manager with Retently

Trigger NPS/CSAT surveys after job completion or invoice generation, sync customer profiles and job history with Retently, and use feedback scores to improve service delivery and customer satisfaction.

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About Eworks Manager

Eworks Manager is a job management software that helps businesses manage jobs and projects from quotes to invoices.

Eworks Manager logoRetently

Eworks Manager to Retently

1

Appointment Accepted

Triggers when an appointment is accepted.
2

Appointment Cancelled

Triggers when an appointment is cancelled.
3

Appointment Declined

Triggers when an appointment is declined.
4

Appointment on Route

Triggers when an appointment status changes to on route.
5

Appointment Status Changed

Triggers when appointment status is changed.
6

Expense Authorised

Triggers when an expense is authorised.
7

Expense Updated

Triggers when an expense is updated.
8

Invoice Paid

Triggers when an invoice is paid.
9

Item Updated

Triggers when an item is updated.
10

Job Authorised

Triggers when a job is authorised.
11

Job Completed

Triggers when a job is completed.
12

Job on Hold

Triggers when a job status is changed to on hold.
13

Job Updated

Triggers when a job is updated.
14

Lead Rejected

Triggers when a lead is rejected.
15

New Appointment

Triggers when a new job appointment is created.
16

New Expense

Triggers when a new expense is created.
17

New Item

Triggers when a new item is created.
18

New Lead

Triggers when a new lead is created.
19

New Quote

Triggers when a new quote is created.
20

Purchase Order Approved

Triggers when a purchase order is approved.
21

Purchase Order Paid

Triggers when a purchase order is paid.
22

Quote Accepted

Triggers when a quote is accepted.
23

Quote Updated

Triggers when a quote is updated.
24

Appointment Action Required

Triggers when an appointment status is action required.
25

Appointment Completed

Triggers when an appointment is completed.
26

Appointment on Hold

Triggers when an appointment status is changed to on hold.
27

Appointment on Site

Triggers when an appointment status is changed to on site.
28

Customer Updated

Triggers when a customer is updated.
29

Expense Paid

Triggers when an expense is paid.
30

Invoice Cancelled

Triggers when an invoice is cancelled.
31

Invoice Updated

Triggers when an invoice is updated.
32

Job Action Required

Triggers when a job status is changed to action required.
33

Job Cancelled

Triggers when a job is cancelled.
34

Job in Progress

Triggers when a job status is changed to in progress.
35

Job Status Changed

Triggers when a job status is changed.
36

Lead Authorised

Triggers when a lead is authorised.
37

Lead Updated

Triggers when a lead is updated.
38

New Customer

Triggers when a new customer is created.
39

New Invoice

Triggers when a new invoice is created.
40

New Job

Triggers when a new job is created.
41

New Purchase Order

Triggers when a new purchase order is created.
42

New Supplier

Triggers when a new supplier is created.
43

Purchase Order Cancelled

Triggers when a purchase order is cancelled.
44

Purchase Order Updated

Triggers when a purchase order is updated.
45

Quote Rejected

Triggers when a quote is rejected.
46

Supplier Updated

Triggers when a supplier is updated.
RetentlyEworks Manager logo

Retently to Eworks Manager

1

Create Customer

Creates a customer.
2

Create Invoice

Creates an invoice.
3

Create Job

Creates a new job.
4

Create Purchase Order

Creates a purchase order.
5

Create Supplier

Creates a supplier.
6

Find or Create Item

Finds an item by item code.
7

Find Invoice

Finds an invoice by reference.
8

Find Purchase Order

Finds a purchase order by reference.
9

Find or Create Customer

Finds a customer by name.
10

Find or Create Supplier

Finds a supplier and creates if not found.
11

Create Expense

Creates an expense.
12

Create Item

Creates a new item.
13

Create Lead

Creates a new lead.
14

Create Quote

Creates a quote.
15

Find or Create Customer

Finds a customer by name.
16

Find or Create Supplier

Finds a supplier by name.
17

Find Job

Finds a job by reference.
18

Find Quote

Finds a quote by reference.
19

Find or Create Item

Finds an item by item code.
20

Find or Create Item

Finds an item with item code.

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