NiceJob Integration

Modified on Thu, 30 Nov 2023 at 03:43 PM

***Available Only on Desktop ***

Connect to NiceJob, Export Customers and send Automate Review invites when you finish a job.

Once you are logged in to your Markate Account on web, Go to More > Connectors.


On Connectors page, go to NiceJob. Enable NiceJob by toggling to ON. You need to log-in to your NiceJob account to connect.


Once the NiceJob connector is enabled, a pop-up appears where you can set up and configure by clicking Manage.


You can set up and configure NiceJob as per your business requirement. For example:

Go to Notify When section and Select “Invoice is marked as paid” if you want to automate review invite once an Invoice is paid by the customer or select “Work order is marked as completed” if you want to automate review invite once Work Order is completed for the customer.

***Note that based on Notify When radio button selection, the customer will be exported to your NiceJob account when the particular event takes place.

You can manually export all existing customers from Markate to NiceJob by clicking Export to NiceJob. Your newly added customers will be automatically exported.

You can view Export Log if any error occurred while exporting customers.

Here is a video showing how to do this.

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