Integrate JobTread with Retently

Trigger NPS/CSAT surveys after project milestones or completion to gather feedback on customer satisfaction, sync customer profiles to keep contact information updated, and use feedback scores to improve project management and customer service strategies.

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About JobTread

JobTread is construction estimating and project management software that helps track budgets and jobs. It provides functionalities for creating and managing tasks, customers, vendors, and documents.

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JobTread to Retently

1

Comment Created

Triggers when a comment is created.
2

Customer Contact Created

Triggers when a contact is created for a customer.
3

Customer Created

Triggers when a customer is created.
4

Daily Log Created

Triggers when a Daily Log is created.
5

Document Created

Triggers when a document is created.
6

Document Updated

Triggers when a document is updated.
7

File Created

Triggers when a file is created.
8

Job Created

Triggers when a job is created.
9

Task Created

Triggers when a task is created.
10

Vendor Contact Created

Triggers when a contact is created for a vendor.
11

Vendor Updated

Triggers when a vendor is updated.
12

Comment Updated

Triggers when a comment is updated.
13

Customer Contact Updated

Triggers when a contact is updated for a customer.
14

Customer Updated

Triggers when a customer is updated.
15

Daily Log Updated

Triggers when a Daily Log is updated.
16

Document Recipient Updated

Triggers when a document recipient is updated.
17

Event Created

Triggers when one of the selected events occurs.
18

File Updated

Triggers when a file is updated.
19

Job Updated

Triggers when a job is updated.
20

Task Updated

Triggers when a task is updated.
21

Vendor Created

Triggers when a vendor is created.
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Retently to JobTread

1

Assign Access

Gives a user direct access to a JobTread record.
2

Create Customer

Creates a new customer including optional contacts, locations, and jobs.
3

Create Daily Log

Creates a new Daily Log.
4

Create Location

Creates a new location.
5

Create Vendor

Creates a new vendor including optional contacts, locations, and jobs.
6

Import Task Template

Imports a task template to a JobTread item.
7

Update Customer

Updates an existing customer.
8

Update Location

Updates an existing location.
9

Update Vendor

Updates an existing vendor.
10

Find a Customer

Searches for a customer by name or custom field value.
11

Find a Location

Searches for a location by name or custom field value.
12

Find a Vendor

Searches for a vendor by name or custom field value.
13

Code

Runs JobTread queries with custom JavaScript. Can handle multiple async calls. Returns desired output as an object.
14

Create Comment

Creates a comment on a JobTread item.
15

Create Customer Contact

Creates a new contact for a customer.
16

Create Job

Creates a new job.
17

Create Task

Creates a new task.
18

Create Vendor Contact

Creates a new contact for a vendor.
19

Query API

Runs a custom API query.
20

Update Job

Updates an existing job.
21

Update Task

Updates an existing task.
22

Upload Files

Uploads files to a JobTread item.
23

Find a Job

Searches for a job by number or custom field value.
24

Find a Membership

Searches for a membership by user name or email address.

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