Integrate Workiz with Retently

Trigger NPS/CSAT surveys after job completion or lead conversion, sync customer profiles and job history with Retently, and use feedback scores to improve service delivery and customer satisfaction.

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About Workiz

Workiz is designed for managing leads and jobs. It allows users to track job statuses, create new jobs and leads, and monitor changes in lead statuses.

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Workiz to Retently

1

Job Is Done

Triggers when a job is completed and status has changed to Done
2

Lead Status Change

Triggers when a lead status is changed
3

New Lead

Triggers when a new lead is created
4

Job Status Change

Triggers when a job status is changed
5

New Job

Triggers when a new job is created
RetentlyWorkiz logo

Retently to Workiz

1

Create Lead

Schedules a new lead in your Workiz account.
2

Create Job

Schedules a new job in your Workiz account.

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