Markate + JobTread Integrations
Put Markate + JobTread to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Markate and JobTread
See the kind of workflows teams build with Markate and JobTread below — describe the exact one you want above and the Agent builds it on demand.
Markate + JobTread
When a new customer group is created in Markate, sync the group details to JobTread.
Generate project tasks when deals are won
When a deal is won in Markate, automatically create a project task in JobTread to kick off client onboarding.
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Update CRM deal stages when project tasks complete
When a milestone task is completed in JobTread, automatically update the deal stage in Markate to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in JobTread, automatically log the activity in Markate on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Markate and JobTread?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Markate and JobTread
Everything Markate and JobTread can do inside a workflow — the triggers that start one and the actions that run when it fires.
Markate Explore Markate →
Markate is a field service CRM and business management software created for contractors to manage scheduling, estimates, invoicing, and customer records.
TriggersTriggers when a new call is added by Kate-AI Receptionist.
Triggers when a new customer is added.
Triggers when a new customer group is created.
Triggers when a new customer source is created.
Triggers when an estimate is added, also filter estimates by status and customer.
Triggers when an invoice is added, also filter by status and customer.
Create a new customer on Markate
Add a new customer source on Markate
Create a new lead on Markate
JobTread Explore JobTread →
JobTread is a construction management software that helps contractors organize project job costs, estimates, schedules, and client communications in one place.
TriggersTriggers when a comment is created.
Triggers when a comment is updated.
Triggers when a contact is created for a customer.
Triggers when a contact is updated for a customer.
Triggers when a customer is created.
Triggers when a customer is updated.
Advanced users only. Run JobTread queries with custom JavaScript. Can handle multiple async calls. Return desired output as an object.
Give a user direct access to a JobTread record.
Create a comment on a JobTread item.
Create a new customer including optional contacts, locations, and jobs.
Create a new contact for a customer.
Create a new Daily Log.
Other CRM apps on Knit
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10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
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AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Markate + JobTread
Is there a pre-built Markate + JobTread automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Markate and JobTread's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Markate or JobTread connector?
No. The Agent works whether or not Markate or JobTread already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting JobTread and Markate help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Markate automatically spin up project tasks?
Yes, when a deal is won or changes stages in Markate, you can instantly create initial project tasks in JobTread.