Integrate FieldPulse with Retently

Trigger NPS/CSAT surveys after job completions or service requests, sync customer profiles and service history with Retently, and use feedback scores to improve service quality and customer retention strategies.

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About FieldPulse

FieldPulse is software for service businesses and contractors to manage operations efficiently in the office and on the go.

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FieldPulse to Retently

1

New Customer

Triggers when a new customer is added.
2

Last Updated Contact

Triggers when a contact is updated.
3

Last Created Contact

Triggers when a new contact is added.
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Retently to FieldPulse

1

Get Job Workflow Statuses

Get updated workflow status.
2

Attach Job File

Attach a file to a job.
3

Create Job

Creates a new job.
4

Search Customer

Searches for customers.
5

Search Jobs

Searches jobs in the system.
6

Find or Create a Customer

Finds or creates a customer.
7

Get Customer Pipeline Statuses

Get updated pipeline status.
8

Attach Customer File

Attach a customer file.
9

Create Customer

Creates a new customer.
10

Create Lead

Creates a new lead.
11

Search Job

Searches for one job in the system.
12

Search Projects

Searches projects in the system.

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