Integrate Eworks Manager with Retently
Trigger NPS/CSAT surveys after job completion or invoice generation, sync customer profiles and job history with Retently, and use feedback scores to improve service delivery and customer satisfaction.
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About Eworks Manager
Eworks Manager is a job management software that helps businesses manage jobs and projects from quotes to invoices.
Eworks Manager to Retently
Appointment Accepted
Triggers when an appointment is accepted.Appointment Cancelled
Triggers when an appointment is cancelled.Appointment Declined
Triggers when an appointment is declined.Appointment on Route
Triggers when an appointment status changes to on route.Appointment Status Changed
Triggers when appointment status is changed.Expense Authorised
Triggers when an expense is authorised.Expense Updated
Triggers when an expense is updated.Invoice Paid
Triggers when an invoice is paid.Item Updated
Triggers when an item is updated.Job Authorised
Triggers when a job is authorised.Job Completed
Triggers when a job is completed.Job on Hold
Triggers when a job status is changed to on hold.Job Updated
Triggers when a job is updated.Lead Rejected
Triggers when a lead is rejected.New Appointment
Triggers when a new job appointment is created.New Expense
Triggers when a new expense is created.New Item
Triggers when a new item is created.New Lead
Triggers when a new lead is created.New Quote
Triggers when a new quote is created.Purchase Order Approved
Triggers when a purchase order is approved.Purchase Order Paid
Triggers when a purchase order is paid.Quote Accepted
Triggers when a quote is accepted.Quote Updated
Triggers when a quote is updated.Appointment Action Required
Triggers when an appointment status is action required.Appointment Completed
Triggers when an appointment is completed.Appointment on Hold
Triggers when an appointment status is changed to on hold.Appointment on Site
Triggers when an appointment status is changed to on site.Customer Updated
Triggers when a customer is updated.Expense Paid
Triggers when an expense is paid.Invoice Cancelled
Triggers when an invoice is cancelled.Invoice Updated
Triggers when an invoice is updated.Job Action Required
Triggers when a job status is changed to action required.Job Cancelled
Triggers when a job is cancelled.Job in Progress
Triggers when a job status is changed to in progress.Job Status Changed
Triggers when a job status is changed.Lead Authorised
Triggers when a lead is authorised.Lead Updated
Triggers when a lead is updated.New Customer
Triggers when a new customer is created.New Invoice
Triggers when a new invoice is created.New Job
Triggers when a new job is created.New Purchase Order
Triggers when a new purchase order is created.New Supplier
Triggers when a new supplier is created.Purchase Order Cancelled
Triggers when a purchase order is cancelled.Purchase Order Updated
Triggers when a purchase order is updated.Quote Rejected
Triggers when a quote is rejected.Supplier Updated
Triggers when a supplier is updated.
Retently to Eworks Manager
Create Customer
Creates a customer.Create Invoice
Creates an invoice.Create Job
Creates a new job.Create Purchase Order
Creates a purchase order.Create Supplier
Creates a supplier.Find or Create Item
Finds an item by item code.Find Invoice
Finds an invoice by reference.Find Purchase Order
Finds a purchase order by reference.Find or Create Customer
Finds a customer by name.Find or Create Supplier
Finds a supplier and creates if not found.Create Expense
Creates an expense.Create Item
Creates a new item.Create Lead
Creates a new lead.Create Quote
Creates a quote.Find or Create Customer
Finds a customer by name.Find or Create Supplier
Finds a supplier by name.Find Job
Finds a job by reference.Find Quote
Finds a quote by reference.Find or Create Item
Finds an item by item code.Find or Create Item
Finds an item with item code.Related blog posts
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