Connect Retainr with another app

Retainr integration

Connect Retainr with 918+ other apps in FlowMattic. Pick a trigger, add Retainr steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

Try FlowMattic free See triggers and actions

5 triggers Integration version 1.0.0 Category: Business Unlimited workflows and runs

Pair Retainr with another app

See what the two do together: triggers, actions and example workflows.

Popular with Retainr

Triggers and actions for Retainr

A trigger is the Retainr event that starts a workflow. An action is what FlowMattic does in Retainr from a step.

Event	What it does	Type
New Client	Triggers when a new client is created.	Trigger
New Support	Triggers when a new support is created.	Trigger
New Order	Triggers when a new order is created.	Trigger
Accepted Order	Triggers when an order is accepted.	Trigger
Declined Order	Triggers when an order is declined.	Trigger

Three steps to a running Retainr workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise Retainr once
Add a Retainr connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a Retainr event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add Retainr steps and logic
Chain Retainr actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

Retainr workflows people build

Each example pairs Retainr with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

Create a HubSpot CRM contact for each new Retainr client

Retainr to HubSpot CRM

Log every new Retainr order in a Google Sheets spreadsheet

Retainr to Google Sheets

Send a Slack notification when a Retainr order is accepted

Retainr to Slack

Create a Freshdesk ticket for each new Retainr support request

Retainr to Freshdesk

Create a ClickUp task and alert the team in Discord when a Retainr order is accepted

Retainr to ClickUp, then Discord

Email the team via Gmail when a Retainr order is declined

Retainr to Gmail

Browse the workflow library

Connect Retainr with other apps

272 apps have triggers or actions that work with Retainr. The ones used together most often come first.

Showing 24 of 272 apps

About Retainr

FlowMattic integration version 1.0.0

Retainr is a client management and service-business platform that lets agencies onboard clients, sell productized services, and manage orders and support requests in one place. Connect Retainr to FlowMattic to automatically sync new clients, orders, and support tickets with your CRM, project management, and messaging tools.