Integrate installHUB with Retently

Trigger NPS/CSAT surveys after job completions or payment receipts, sync customer profiles between installHUB and Retently to ensure up-to-date customer data, and use survey feedback to improve job management and customer service processes.

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About installHUB

Automates tasks related to job status changes, appointment creation, and payment receipt in the installHUB application. Allows for customer creation and job management through integrations.

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installHUB to Retently

1

Job Status Changed

Triggers when the status changes for a job.
2

Appointment Created

Triggers when a new appointment is created.
3

Payment Received

Triggers when a new payment is received from a customer.
4

Job Submitted to DNO

Triggers when the job is submitted to a DNO.
5

Job Added

Triggers when a new job is created in your EV-comply account.
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Retently to installHUB

1

Update Job Status

Updates the status of a job.
2

Create Customer as New Lead

Creates a customer in your account and associates them to a new lead.
3

Find Job

Finds a job in your account.

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