Integrations
Connect the system you already run
This is what makes “you never touch it” literally true. Your CRM already knows who the customer is, where they live, and when the job ended. We listen for that moment and the gift goes out on its own.
Roofing & Trades
JobNimbus
Connect via ZapierThe most common setup for roofing crews. When a job hits Complete in JobNimbus, the gift is already moving before anyone gets back to the office.
Fires when a job moves to complete (or any status you choose)
AccuLynx
Connect via ZapierBuilt for roofing companies already running everything through AccuLynx. Close the job, the thank-you handles itself.
Fires when a job is marked completed or closed
Roofr
PlannedA direct Roofr connector is on the roadmap. Until it ships, Roofr connects through Zapier the same way everything else does.
Fires when a job is marked complete
Real Estate
Follow Up Boss
Connect via ZapierThe closing gift you keep meaning to send, handled. When the deal closes in Follow Up Boss, the engraved gift is already on its way.
Fires when a deal moves to closed
kvCORE
Connect via ZapierFor agents and brokerages running kvCORE. Closing gifts go out on their own, branded to the agent, every single time.
Fires when a transaction is marked closed
Home Services
ServiceTitan
Connect via ZapierFor HVAC and plumbing operations running ServiceTitan. Set a value threshold so installs get the gift and service calls do not.
Fires when a job or invoice is completed
Housecall Pro
Connect via ZapierHigh job volume means review volume — if you actually ask. Set a value threshold and let the big jobs earn the reviews.
Fires when a job is completed and invoiced
Straight answer
How these connections actually work today
Most of our integrations run through Zapier right now. That’s a real, working connection — not a workaround — and it means we support far more systems than a hand-built connector list ever could.
Connect via Zapier
Live today. You authorize both sides once, choose the trigger, and map the customer name and address. Ten minutes, and it runs forever.
Planned
A direct connector we intend to build. Until it ships, that system still works through Zapier — we label it honestly so you know exactly what you’re getting.
Questions
About connecting your system
How long does it take to connect?
About ten minutes. You authorize the connection, choose which status fires a gift, and pick your default gift. That’s the whole setup.
What if my CRM isn’t listed?
If it connects to Zapier — and almost everything does — it connects to us. Pick your trigger, map two fields, and you’re running. If you’re on something unusual, tell us and we’ll look at it.
What data do you pull?
Only what we need to send the gift: the customer’s name, the delivery address, and enough about the job to apply your gift rule. We don’t touch financials beyond a job total if you use a value threshold.
Can I control which jobs trigger a gift?
Yes. Most people set a job-value threshold so bigger jobs get gifts and small service calls don’t. You can also restrict by job type, crew, or location.
Connect it once. Never think about it again.
Ten minutes of setup and every closed job starts sending its own thank-you.