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.
JobTread to Retently
Comment Created
Triggers when a comment is created.Customer Contact Created
Triggers when a contact is created for a customer.Customer Created
Triggers when a customer is created.Daily Log Created
Triggers when a Daily Log is created.Document Created
Triggers when a document is created.Document Updated
Triggers when a document is updated.File Created
Triggers when a file is created.Job Created
Triggers when a job is created.Task Created
Triggers when a task is created.Vendor Contact Created
Triggers when a contact is created for a vendor.Vendor Updated
Triggers when a vendor is updated.Comment Updated
Triggers when a comment is updated.Customer Contact Updated
Triggers when a contact is updated for a customer.Customer Updated
Triggers when a customer is updated.Daily Log Updated
Triggers when a Daily Log is updated.Document Recipient Updated
Triggers when a document recipient is updated.Event Created
Triggers when one of the selected events occurs.File Updated
Triggers when a file is updated.Job Updated
Triggers when a job is updated.Task Updated
Triggers when a task is updated.Vendor Created
Triggers when a vendor is created.
Retently to JobTread
Assign Access
Gives a user direct access to a JobTread record.Create Customer
Creates a new customer including optional contacts, locations, and jobs.Create Daily Log
Creates a new Daily Log.Create Location
Creates a new location.Create Vendor
Creates a new vendor including optional contacts, locations, and jobs.Import Task Template
Imports a task template to a JobTread item.Update Customer
Updates an existing customer.Update Location
Updates an existing location.Update Vendor
Updates an existing vendor.Find a Customer
Searches for a customer by name or custom field value.Find a Location
Searches for a location by name or custom field value.Find a Vendor
Searches for a vendor by name or custom field value.Code
Runs JobTread queries with custom JavaScript. Can handle multiple async calls. Returns desired output as an object.Create Comment
Creates a comment on a JobTread item.Create Customer Contact
Creates a new contact for a customer.Create Job
Creates a new job.Create Task
Creates a new task.Create Vendor Contact
Creates a new contact for a vendor.Query API
Runs a custom API query.Update Job
Updates an existing job.Update Task
Updates an existing task.Upload Files
Uploads files to a JobTread item.Find a Job
Searches for a job by number or custom field value.Find a Membership
Searches for a membership by user name or email address.Related blog posts
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