Integrate Workever with Retently

Trigger NPS/CSAT surveys after job completions or invoice payments, sync customer contact details and job history with Retently, and use feedback scores to improve service delivery and customer satisfaction.

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About Workever

Workever is a platform that assists in managing quotes, invoices, jobs, and contacts while facilitating asset tracking. It interacts with various workflows related to the sales and CRM processes.

Workever logoRetently

Workever to Retently

1

Accepted Quote

Triggers when a quote status is set to approved.
2

New Asset

Triggers when a new asset is created.
3

New Invoice

Triggers when a new invoice is created.
4

New Quote

Triggers when a new quote is created.
5

Paid Invoice

Triggers when an invoice status is set to paid.
6

Completed Job

Triggers when a job status is set to completed.
7

New Contact

Triggers when a new contact is created.
8

New Job

Triggers when a new job is created.
9

Overdue Invoice

Triggers when an invoice status is set to overdue.
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Retently to Workever

1

Create Commercial Contact

Creates a commercial contact.
2

Create Job

Creates a new job.
3

Create Quote

Creates a new quote.
4

Create Site

Creates a new site for a contact.
5

Find Contact

Finds a contact.
6

Find Job

Finds a job.
7

Find Site

Finds a site by contact.
8

Find or Create Quotes

Finds a quote.
9

Create Asset

Creates an asset.
10

Create Invoice

Creates an invoice.
11

Create Job With Job Template

Creates a new job using a job template.
12

Create Residential Contact

Creates a residential contact.
13

Find Asset

Finds an asset.
14

Find Invoice

Finds an invoice.
15

Find Quote

Finds a quote.
16

Find or Create Asset

Finds an asset.
17

Find or Create a Site

Finds a site by contact.

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