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Retainr

Project Management

Invite new clients in Retainr when new orders come in

Stay streamlined and efficient with your client engagement process on Retainr. This workflow initiates every time you get a new order on Retainr, and in response, sends out an invite to your client in the same application. This automation saves you time, ensuring consistent client communication while you focus on other important areas of your business.

Stay streamlined and efficient with your client engagement process on Retainr. This workflow initiates every time you get a new order on Retainr, and in response, sends out an invite to your client in the same application. This automation saves you time, ensuring consistent client communication while you focus on other important areas of your business.

  1. When this happens...
    RetainrRetainr
    New Order

    Triggers when a new order is created.

    TriggerInstant
  2. automatically do this!
    RetainrRetainr
    Invite Client

    Invites a client to use Retainr

    ActionWrite
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Supported triggers and actions

What does this mean?
    • nameRequired

    • emailRequired

    Action
    Write
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About Retainr

Retainr is an Agencies platform that manage all orders and supports requests.

Related categories

  • Project Management