Integrate mfr - field service management with Retently

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

Start Free Trial
Retentlymfr - field service management logo

About mfr - field service management

MFR Field Service Management enables users to create and manage appointments, customers, and jobs effectively, along with generating reports.

mfr - field service management logoRetently

mfr - field service management to Retently

1

New Appointment

Triggers when a new appointment is created.
2

New Location (Service Location)

Triggers when new location (service location) is available.
3

Job State Change Event

Triggers when a job state changes.
4

New Customer

Triggers when a new customer is created.
5

New Job

Triggers when a new job is created.
Retentlymfr - field service management logo

Retently to mfr - field service management

1

Create Appointment

Creates an appointment (holiday, illness, appointment) in MFR.
2

Create Customer Single Person

Creates a customer of type single person along with location and with a unique customer ID in MFR.
3

Generate Report

Generates a new report for a job ID. Please provide a job ID and a report definition code.
4

Create Job

Creates a new job in MFR. Jobs always have a job description and can be created from a job template.
5

Upload Document

Uploads a document.
6

Find Location (Service Location)

Finds a location (service location).
7

Find User

Finds a user by email or external ID.
8

Add Tag to Entity (Job)

Adds a tag to an entity like a job.
9

Create Customer

Creates a customer with a unique customer ID in MFR.
10

Create Item Type

Creates an item type (material, service, equipment) in MFR.
11

Create Location (Service Location)

Creates a location (service location) with a contact. This is important job information for the technician.
12

Remove Tag From Entity (Job)

Removes a tag from an entity like a job.
13

Find Item Type

Finds an item type by ID or by name.
14

Find Job

Finds a job in the MFR account by its job ID.
15

Get Job by Id

Returns the job by ID.

Related blog posts

9 Examples of Advocacy Marketing Strategies Used by Top Brands

Table of ContentsKey TakeawaysWhat Is Advocacy MarketingAdvocacy Marketi...

Greg RaileanuGreg RaileanuAug 8, 202411 min read
advocacy marketing

Similar Sales & CRM integrations

Integrate 10xCRM with Retently10xCRMzapier

Sync customer profiles between 10xCRM and Retently to ensure accurate customer data for feedback...

Learn more
Integrate 17hats with Retently17hatszapier

The most compelling integration scenario is syncing customer data between 17hats and Retently. When...

Learn more
Integrate 1CRM with Retently1CRMzapier

Sync customer profiles between 1CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate 3C Connect with Retently3C Connectzapier

Trigger NPS/CSAT surveys following appointment completions or customer updates, sync customer profiles to ensure...

Learn more
Integrate 4Degrees with Retently4Degreeszapier

Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer contact information...

Learn more
Integrate 5 Stars Reputation with Retently5 Stars...zapier

Use imported reviews as triggers for sending NPS/CSAT surveys to gather further customer feedback,...

Learn more
Integrate Abby Connect with RetentlyAbby Connectzapier

Trigger NPS/CSAT surveys after customer interactions via phone or chat, sync customer contact details...

Learn more
Integrate Accountable CRM with RetentlyAccountable CRMzapier

Trigger NPS/CSAT surveys after significant sales interactions or updates, sync customer contact details and...

Learn more
Integrate AccuLynx with RetentlyAccuLynxzapier

Trigger NPS/CSAT surveys after job completion or lead conversion, sync customer profiles between AccuLynx...

Learn more
Integrate Act! with RetentlyAct!zapier

Sync customer profiles between Act! and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate Actionstep with RetentlyActionstepzapier

Trigger NPS/CSAT surveys after significant client interactions or case completions, sync client contact details...

Learn more
Integrate Acuity Scheduling with RetentlyAcuity Schedulingzapier

Trigger NPS/CSAT surveys after appointments, sync client contact details and appointment history, use feedback...

Learn more

Start your free 7-day trial

Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

CTA Image