Jobber + Retently Integration

Q: Can I automatically send a Retently survey when a Jobber job is completed?

Yes, you can automatically send a Retently survey when a Jobber job is completed. Activate a ready automation in one click or ask Integrately AI to configure the exact feedback workflow for your team.

Q: Can I connect Jobber, Retently, and Slack?

You can connect Jobber, Retently, and Slack in a single multi-step automation. Trigger survey creation on job completion and post feedback alerts directly to your team channel, along with 1,500+ other integrations.

Q: What is a good Zapier alternative for Jobber and Retently?

Integrately is a great alternative for connecting Jobber and Retently, offering 20 million+ ready templates, 1-click setup, AI assistance, and 24/5 live chat support at 3x to 10x lower cost.

Q: How do Jobber client updates sync with Retently?

Jobber client updates sync to Retently automatically through ready-made automations. Whenever client details change, customer profiles update instantly without manual data entry.

Q: How are Retently survey responses handled in Jobber?

Retently survey responses automatically update Jobber client notes and records using ready automation templates. Customer feedback stays linked directly to the correct service profile.

Q: Do I need coding skills to automate Jobber and Retently?

No coding skills are required to connect Jobber and Retently. You can launch ready templates instantly or use Integrately AI to build custom multi-step workflows through chat.

Q: Is the Jobber and Retently integration free?

The Jobber and Retently integration is available on Integrately with a free forever plan. You can start automating immediately with ready templates at no extra cost.

Integrate Jobber to Retently in one click, or tell Integrately AI how you want each job handled. Send surveys, track satisfaction scores, update your records, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Job is closed in Jobber
Invoice is updated in Jobber
Client is updated in Jobber
Time sheet entry is created in Jobber
Request is created in Jobber
Job is completed in Jobber
Job is updated in Jobber
Quote is updated in Jobber
Job is created in Jobber
Client is created in Jobber
Invoice is created in Jobber
Quote approval is created in Jobber
Quote is created in Jobber
Survey response is created in Retently
Customer is created in Retently
Company is created in Retently
Overall metric score is updated in Retently

Get quote notes in Jobber
Get client notes in Jobber
Get request notes in Jobber
Get invoice notes in Jobber
Create request in Jobber
Get job notes in Jobber
Create quote in Jobber
Get invoice noteattechments by ID in Jobber
Update client in Jobber
Create visit in Jobber
Close Job in Jobber
Create job in Jobber
Add attachment to request in Jobber
Search property in Jobber
Create client in Jobber
Search client in Jobber
Unsubscribe customer in Retently
Create or Update Customer in Retently
Search customer by email in Retently
Tag a survey response in Retently
Search company in Retently
Create customer and Send survey in Retently

Trusted by experts at...

Ready Workflows for Jobber + Retently Integration

Capture customer feedback, trigger satisfaction surveys after completed jobs, track score updates, and update client records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Jobber + Retently flow

Teams often want to notify channels, update books, or send reminders after feedback arrives. Pick a combination and activate it in one click.

QuickBooks Online (8)

Mailchimp (8)

Google Calendar (8)

Stripe (8)

Slack (8)

Twilio (8)

When a job is completed in Jobber, create a customer in Retently, and create an invoice in QuickBooks Online.

Completed jobs instantly create a Retently survey customer and generate a QuickBooks Online invoice without manual data entry.

When a client is created in Jobber, create a customer in Retently, and create a customer in QuickBooks Online.

New Jobber clients immediately populate your Retently audience and register as customers in QuickBooks Online.

When an invoice is updated in Jobber, update the customer in Retently, and update the invoice in QuickBooks Online.

Invoice updates in Jobber propagate instantly to Retently profiles and QuickBooks Online financial records.

When a QuickBooks Online invoice is paid, create a job in Jobber, and create a customer in Retently.

Paid invoices in QuickBooks Online automatically trigger new Jobber jobs and initialize Retently customer tracking.

If a quote is created in Jobber over a threshold, create a Retently customer and create a QuickBooks Online estimate.

High-value Jobber quotes automatically establish high-priority tracking in Retently and QuickBooks Online.

When a Job is closed in Jobber, tag the survey response in Retently, and update the QuickBooks Online invoice status.

Closed Jobber jobs apply feedback tags in Retently and finalize invoice statuses in QuickBooks Online.

Use Claude to summarise feedback when a Retently survey response is created, update Jobber client notes, and update QuickBooks Online.

Claude generates actionable feedback summaries that update Jobber client notes and QuickBooks Online records.

Turn every completed Jobber job into a Retently survey, update QuickBooks Online, and create a follow-up task in Asana.

Completed Jobber jobs trigger Retently surveys, update QuickBooks Online, and queue follow-up tasks in Asana.

When a client is created in Jobber, create a customer in Retently, and add a subscriber in Mailchimp.

New Jobber clients are automatically subscribed to Mailchimp lists and added to Retently survey campaigns.

When a survey response is created in Retently, update the client in Jobber, and add a tag in Mailchimp.

Retently survey feedback updates Jobber client records and applies targeted tags in Mailchimp.

When a job is completed in Jobber, create a Retently customer, and remove a subscriber in Mailchimp.

Completed service jobs update Retently survey lists and clean up inactive Mailchimp subscribers.

Add a client in Jobber when a Mailchimp subscriber is tagged, and create a customer in Retently.

Tagged Mailchimp subscribers automatically initialize new Jobber client records and Retently profiles.

If an overall metric score is updated in Retently with a low rating, update Jobber and tag in Mailchimp.

Low Retently metric scores trigger urgent Jobber client updates and segment tags in Mailchimp.

When a Job is closed in Jobber, tag the survey response in Retently, and send an email campaign in Mailchimp.

Closed Jobber jobs tag survey responses in Retently and trigger automated email campaigns in Mailchimp.

Use Claude to analyse feedback when a Retently survey response is created, update Jobber, and update Mailchimp tags.

Claude evaluates Retently survey sentiment, updating Jobber client files and Mailchimp segment tags.

Turn every completed Jobber job into a Retently survey, update Mailchimp, and notify your sales team in Slack.

Completed Jobber jobs trigger Retently surveys, update Mailchimp lists, and alert sales teams in Slack.

When a job is created in Jobber, create a customer in Retently, and create an event in Google Calendar.

New Jobber jobs automatically provision Retently survey records and schedule calendar events in Google Calendar.

When a survey response is created in Retently, update the client in Jobber, and create a follow-up event in Google Calendar.

Retently survey feedback updates Jobber client notes and schedules review meetings in Google Calendar.

When a job is updated in Jobber, update the Retently customer, and update the event in Google Calendar.

Job schedule changes in Jobber automatically adjust Retently customer profiles and Google Calendar events.

Create a job in Jobber when a Google Calendar event is created, and create a customer in Retently.

New Google Calendar appointments automatically generate Jobber jobs and Retently customer profiles.

If a Jobber job is marked urgent, schedule a priority Google Calendar slot and create a Retently profile.

Urgent Jobber jobs secure priority Google Calendar scheduling slots and initialize Retently records.

When a Job is completed in Jobber, tag the survey in Retently, and update the Google Calendar event description.

Completed Jobber jobs update Retently survey tags and append completion notes to Google Calendar events.

Use Claude to summarise meeting feedback from Retently, update Jobber notes, and update Google Calendar.

Claude summarises Retently survey feedback to update Jobber client notes and Google Calendar event summaries.

Turn every completed Jobber job into a Retently survey, update Google Calendar, and notify your team on Slack.

Completed Jobber jobs trigger Retently surveys, update Google Calendar records, and post team alerts in Slack.

When an invoice is created in Jobber, create a customer in Retently, and create a customer in Stripe.

New Jobber invoices automatically provision Retently customer records and Stripe payment profiles.

When a survey response is created in Retently, update the client in Jobber, and create a charge in Stripe.

Retently survey responses update Jobber client profiles and process custom charges in Stripe.

When an invoice is updated in Jobber, update the Retently customer and update the Stripe customer profile.

Jobber invoice modifications instantly update Retently customer profiles and Stripe billing details.

Create a job in Jobber when a Stripe payment succeeds, and create a customer in Retently.

Successful Stripe payments automatically generate Jobber service jobs and Retently survey profiles.

If a Jobber quote is approved, create a Stripe subscription and create a Retently customer.

Approved Jobber quotes trigger automated Stripe subscriptions and Retently customer onboarding.

When a Job is completed in Jobber, tag the survey in Retently, and create a Stripe invoice.

Completed Jobber jobs update Retently survey tags and generate final Stripe invoices.

Use Claude to analyse feedback when a Retently survey response is created, update Jobber, and update Stripe notes.

Claude analyses Retently feedback, updating Jobber client files and Stripe customer metadata.

Turn every completed Jobber job into a Retently survey, update Stripe, and alert your team in Slack.

Completed Jobber jobs trigger Retently surveys, update Stripe records, and notify finance teams in Slack.

When a job is completed in Jobber, create a customer in Retently, and send a channel message in Slack.

Completed Jobber jobs instantly trigger Retently customer creation and notify teams in Slack.

When a survey response is created in Retently, update the client in Jobber, and send a channel message in Slack.

Retently survey responses update Jobber client notes and announce feedback in Slack channels.

When a job is updated in Jobber, update the Retently customer profile, and post an update in Slack.

Job updates in Jobber refresh Retently customer records and notify teams in Slack channels.

Create a job in Jobber when a Slack message is posted, and create a customer in Retently.

Slack messages with client requests automatically generate Jobber jobs and Retently customer profiles.

If an overall metric score is updated in Retently with a low rating, update Jobber and alert Slack.

Low Retently metric scores trigger urgent Jobber client updates and high-priority Slack alerts.

When a Job is closed in Jobber, tag the survey in Retently, and post a closure announcement in Slack.

Closed Jobber jobs apply Retently survey tags and announce project closure in Slack channels.

Use Claude to summarise feedback when a Retently survey response is created, update Jobber, and post to Slack.

Claude generates survey summaries that update Jobber client files and get posted to Slack channels.

Turn every completed Jobber job into a Retently survey, update Google Sheets, and notify your team in Slack.

Completed Jobber jobs trigger Retently surveys, log rows in Google Sheets, and alert Slack channels.

When a job is completed in Jobber, create a customer in Retently, and send an SMS in Twilio.

Completed Jobber jobs automatically provision Retently customers and send SMS messages via Twilio.

When a survey response is created in Retently, update the client in Jobber, and send an SMS in Twilio.

Retently survey feedback updates Jobber client records and triggers automated SMS follow-ups via Twilio.

When a job is updated in Jobber, update the Retently customer, and send a status SMS in Twilio.

Job schedule changes in Jobber update Retently customer profiles and send SMS updates via Twilio.

Create a job in Jobber when an inbound SMS arrives in Twilio, and create a Retently customer.

Inbound Twilio SMS messages automatically generate Jobber service jobs and Retently customer profiles.

If an overall metric score is updated in Retently with a low rating, update Jobber and send a Twilio SMS.

Low Retently metric scores trigger urgent Jobber client updates and SMS alerts via Twilio.

When a Job is closed in Jobber, tag the survey in Retently, and send a completion SMS in Twilio.

Closed Jobber jobs apply Retently survey tags and send service completion SMS messages via Twilio.

Use Claude to summarise feedback when a Retently survey response is created, update Jobber, and send SMS.

Claude generates feedback summaries that update Jobber client files and trigger tailored Twilio SMS messages.

Turn every completed Jobber job into a Retently survey, update Google Sheets, and send a Twilio SMS.

Completed Jobber jobs trigger Retently surveys, log rows in Google Sheets, and send Twilio SMS reminders.

Supported triggers and actions for Jobber and Retently

Mix and match to build the exact automation you need

Jobber Triggers & Actions

Job is closed in Jobber

Triggers the automation when a job is closed

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Invoice is updated in Jobber

Triggers when an invoice is updated

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Client is updated in Jobber

Triggers when a client is updated

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Time sheet entry is created in Jobber

Triggers the automation when a time entry is created

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Request is created in Jobber

Triggers the automation when a new request is created

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Job is completed in Jobber

Triggers the automation when a job is marked as completed

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Job is updated in Jobber

Triggers when a job is updated

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Quote is updated in Jobber

Triggers the automation when a new quote is update

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Job is created in Jobber

Triggers the automation when a new job is created

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Client is created in Jobber

Triggers the automation when a new client is created

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Invoice is created in Jobber

Triggers the automation when any invoice is added or modified

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Quote approval is created in Jobber

Triggers the automation when any quote is approved

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Quote is created in Jobber

Triggers the automation when a new quote is created

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Retently Triggers & Actions

Survey response is created in Retently

Triggers the automation when a survey response is submitted

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Customer is created in Retently

Triggers the automation when a new customer is created

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Company is created in Retently

Triggers the automation when a new company is created

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Overall metric score is updated in Retently

Triggers the automation when the overall metric score is updated

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What can you automate with Jobber + Retently?

Streamline your field service feedback loop by connecting job completions directly to customer satisfaction surveys and client record updates.

Get Started For Free

🚀

Trigger Surveys on Job Completion

Automatically create survey recipients in Retently the moment a job is completed in Jobber. Eliminate manual data entry and ensure every client receives a feedback request right after service delivery.

📊

Capture Every Survey Detail

Map survey responses, scores, and customer feedback directly back into Jobber client profiles. Keep your operational notes enriched with up-to-date client sentiment.

🔔

Alert Teams on Feedback Updates

Notify your support or management team instantly whenever survey scores or metrics are updated in Retently. Never miss an opportunity to address customer concerns.

🔀

Route Workflows Based on Scores

Branch your automation depending on whether a customer submits a high or low metric score in Retently. Trigger immediate client updates or follow-up tasks accordingly.

🔄

Keep Client Records Current

Automatically update Jobber client profiles whenever contact details change or survey responses provide new insights. Maintain synchronized data across both platforms.

👥

Prevent Duplicate Customer Profiles

Search existing records before creating new entries in Retently or Jobber. Ensure clean databases without redundant customer accounts.

⚙️

Handle Job Status Changes

Trigger automated actions when jobs are closed, updated, or scheduled. Align your survey timing with actual field service milestones.

💬

Extend Flows to Team Chat

Connect your core automation to Slack to announce completed surveys and feedback scores in your main operations channel. Keep field teams informed in real time.

And much more...

Who is Jobber + Retently integration for?

Field service teams, operations managers, and customer success leaders rely on seamless data sync to collect feedback, track satisfaction scores, and eliminate manual handoff delays.

Operations Managers

Customer Success Leads

Account Executives

Dispatch Coordinators

Field Technicians

Quality Assurance Specialists

📈

Operations Managers

You review completed field jobs to assess team performance, but survey responses sit unlinked in separate tools so your feedback reports are always days behind — with this integration, every completed job syncs with Retently metrics so your performance reviews stay accurate.

⚡

Customer Success Leads

You monitor client satisfaction after field visits, but low scores get buried in email notifications until clients cancel — this integration means every low rating immediately updates client records in Jobber so your team acts fast.

🤝

Account Executives

You manage client accounts and promise high service quality, but feedback data stays trapped in survey apps when stakeholders ask for proof — automating both apps means survey responses link directly to Jobber clients for instant reporting.

📋

Dispatch Coordinators

You schedule dozens of field visits daily and try to send feedback requests manually, but busy schedules cause missed surveys — with this integration, every finished job automatically triggers Retently feedback collection without manual effort.

🔧

Field Technicians

You finish on-site service work and wait for office staff to log customer feedback, but handoff delays stall follow-up tasks — connecting these apps means completed jobs instantly initiate customer satisfaction surveys.

🔍

Quality Assurance Specialists

You audit service quality over time, but manual record-keeping leaves missing links between field jobs and client feedback scores — this integration means every survey response ties securely to Jobber records for complete history.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Jobber + Retently

Build and manage your Jobber + Retently automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Jobber + Retently with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Jobber to Retently?

You can connect Jobber to Retently in one click using Integrately. Choose from ready-made templates or use Integrately AI to set up your workflow alongside apps like QuickBooks Online, Slack, and Mailchimp with 24/5 live chat support.

Can I automatically send a Retently survey when a Jobber job is completed?

Can I connect Jobber, Retently, and Slack?

What is a good Zapier alternative for Jobber and Retently?

How do Jobber client updates sync with Retently?

How are Retently survey responses handled in Jobber?

Do I need coding skills to automate Jobber and Retently?

Is the Jobber and Retently integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Jobber or Retently With 1500+ Other Apps

Popular Jobber Integrations

Connect Jobber to scheduling, invoicing, and CRM tools to streamline field service operations and client management.

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Jobber Integrations

No popular apps found

Popular Retently Integrations

Sync Retently with analytics, email marketing, and helpdesk tools to keep customer satisfaction data working across your stack.

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Retently Integrations

No popular apps found

Jobber + Retently Integration

Integrate Jobber to Retently in one click, or tell Integrately AI how you want each job handled. Send surveys, track satisfaction scores, update your records, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Jobber + Retently Integration

Capture customer feedback, trigger satisfaction surveys after completed jobs, track score updates, and update client records, all in just one click.

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Jobber + Retently flow

Teams often want to notify channels, update books, or send reminders after feedback arrives. Pick a combination and activate it in one click.

Supported triggers and actions for Jobber and Retently

Mix and match to build the exact automation you need

What can you automate with Jobber + Retently?

Streamline your field service feedback loop by connecting job completions directly to customer satisfaction surveys and client record updates.

Who is Jobber + Retently integration for?

Field service teams, operations managers, and customer success leaders rely on seamless data sync to collect feedback, track satisfaction scores, and eliminate manual handoff delays.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Jobber + Retently

Build and manage your Jobber + Retently automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Jobber or Retently With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Jobber + Retently Integration

Integrate Jobber to Retently in one click, or tell Integrately AI how you want each job handled. Send surveys, track satisfaction scores, update your records, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Jobber + Retently Integration

Capture customer feedback, trigger satisfaction surveys after completed jobs, track score updates, and update client records, all in just one click.

Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Jobber + Retently flow

Teams often want to notify channels, update books, or send reminders after feedback arrives. Pick a combination and activate it in one click.

Supported triggers and actions for Jobber and Retently

Mix and match to build the exact automation you need

What can you automate with Jobber + Retently?

Streamline your field service feedback loop by connecting job completions directly to customer satisfaction surveys and client record updates.

Who is Jobber + Retently integration for?

Field service teams, operations managers, and customer success leaders rely on seamless data sync to collect feedback, track satisfaction scores, and eliminate manual handoff delays.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Jobber + Retently

Build and manage your Jobber + Retently automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Jobber or Retently With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Automate Your Tedious Tasks
With A Single Click