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Retainr Integrations

Project Management

Put Retainr to work with AI and enterprise-grade automation

Automate smarter with Retainr and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
Google Logo Continue with Google
  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Webflow with RetainrIntegrate Webflow with Retainr
Webflow
Website Builders
Integrate Docusign with RetainrIntegrate Docusign with Retainr
Docusign
AI Document Extraction, Signatures
Integrate Google Sheets with RetainrIntegrate Google Sheets with Retainr
Google Sheets
Google, Spreadsheets
Integrate Gmail with RetainrIntegrate Gmail with Retainr
Gmail
Email, Google
Integrate Google Calendar with RetainrIntegrate Google Calendar with Retainr
Google Calendar
Calendar, Google
Integrate Google Drive with RetainrIntegrate Google Drive with Retainr
Google Drive
File Management & Storage, Google
Integrate HubSpot with RetainrIntegrate HubSpot with Retainr
HubSpot
Marketing Automation
Integrate Google Forms with RetainrIntegrate Google Forms with Retainr
Google Forms
Forms & Surveys, Google
Integrate Facebook Lead Ads with RetainrIntegrate Facebook Lead Ads with Retainr
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Webflow with RetainrIntegrate Webflow with Retainr
Webflow
Website Builders
Integrate Docusign with RetainrIntegrate Docusign with Retainr
Docusign
AI Document Extraction, Signatures
Integrate Google Sheets with RetainrIntegrate Google Sheets with Retainr
Google Sheets
Google, Spreadsheets
Integrate Gmail with RetainrIntegrate Gmail with Retainr
Gmail
Email, Google
Integrate Google Calendar with RetainrIntegrate Google Calendar with Retainr
Google Calendar
Calendar, Google
Integrate Google Drive with RetainrIntegrate Google Drive with Retainr
Google Drive
File Management & Storage, Google
Integrate Webflow with RetainrIntegrate Webflow with Retainr
Webflow
Website Builders
Integrate Docusign with RetainrIntegrate Docusign with Retainr
Docusign
AI Document Extraction, Signatures
Integrate Google Sheets with RetainrIntegrate Google Sheets with Retainr
Google Sheets
Google, Spreadsheets
Integrate Gmail with RetainrIntegrate Gmail with Retainr
Gmail
Email, Google
Integrate Google Calendar with RetainrIntegrate Google Calendar with Retainr
Google Calendar
Calendar, Google
Integrate Google Drive with RetainrIntegrate Google Drive with Retainr
Google Drive
File Management & Storage, Google
Integrate HubSpot with RetainrIntegrate HubSpot with Retainr
HubSpot
Marketing Automation
Integrate Google Forms with RetainrIntegrate Google Forms with Retainr
Google Forms
Forms & Surveys, Google
Integrate Facebook Lead Ads with RetainrIntegrate Facebook Lead Ads with Retainr
Facebook Lead Ads
Ads & Conversion, Facebook

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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Launch your first automated workflow

  • Send emails in Gmail for new orders in Retainr

    • Retainr logo
    • Gmail logo
    Retainr + Gmail
  • Invite new clients in Retainr when new orders come in

    • Retainr logo
    Retainr
  • Create events in Google Calendar for new orders in Retainr

    • Retainr logo
    • Google Calendar logo
    Retainr + Google Calendar
  • Create documents from templates in Google Docs for new orders in Retainr

    • Retainr logo
    • Google Docs logo
    Retainr + Google Docs
  • Invite new clients in Retainr for every new submission in Tally

    • Tally logo
    • Retainr logo
    Tally + Retainr
  • Send emails in Gmail for new orders in Retainr

    • Retainr logo
    • Gmail logo
    Retainr + Gmail
  • Invite new clients in Retainr when new orders come in

    • Retainr logo
    Retainr
  • Create events in Google Calendar for new orders in Retainr

    • Retainr logo
    • Google Calendar logo
    Retainr + Google Calendar
  • Create documents from templates in Google Docs for new orders in Retainr

    • Retainr logo
    • Google Docs logo
    Retainr + Google Docs
  • Invite new clients in Retainr for every new submission in Tally

    • Tally logo
    • Retainr logo
    Tally + Retainr
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

        • name
          Required
        • email
          Required
        Action
        Write

      For builders

      Let your AI safely access Retainr

      Go beyond Zap workflows. Install Zapier in your AI to call Retainr actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Retainr from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Invite Client

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Retainr actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a Retainr connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "retainr", owner: "me" });
      
      await zapier.runAction({
        app: 'retainr',
        action: 'client_invite',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Retainr Help & Support

      Common questions

      retainr logo
      About Retainr
      Retainr is an Agencies platform that manage all orders and supports requests.
      Related categories

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