ClickUp + Retently Integration

Integrate ClickUp to Retently in one click, or tell Integrately AI how you want each survey response handled. Turn feedback into tasks, assign follow-ups, notify your team, and track satisfaction trends automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ClickUp
    Goal is created in ClickUp Instant
  • ClickUp
    Goal is updated in ClickUp Instant
  • ClickUp
    Goal is deleted in ClickUp Instant
  • ClickUp
    Target is created in ClickUp Instant
  • ClickUp
    Target is updated in ClickUp Instant
  • ClickUp
    Target is deleted in ClickUp Instant
  • ClickUp
    Task is created in ClickUp
  • ClickUp
    New message is posted on channel in ClickUp
  • ClickUp
    Task status is updated in ClickUp Instant
  • ClickUp
    Task comment is posted in ClickUp Instant
  • ClickUp
    Task is moved in ClickUp Instant
  • ClickUp
    Task priority is updated in ClickUp Instant
  • ClickUp
    Task assignee is updated in ClickUp Instant
  • ClickUp
    Task due date is updated in ClickUp Instant
  • ClickUp
    Task is deleted in ClickUp Instant
  • ClickUp
    Subtask is created in ClickUp Instant
  • ClickUp
    Task time tracked is Updated in ClickUp Instant
  • ClickUp
    Task tag is updated in ClickUp Instant
  • ClickUp
    Task comment is updated in ClickUp Instant
  • ClickUp
    Folder is created in ClickUp Instant
  • ClickUp
    Folder is updated in ClickUp Instant
  • ClickUp
    Folder is deleted in ClickUp Instant
  • ClickUp
    List is created in ClickUp Instant
  • ClickUp
    List is updated in ClickUp Instant
  • ClickUp
    List is deleted in ClickUp Instant
  • ClickUp
    Space is created in ClickUp Instant
  • ClickUp
    Space is updated in ClickUp Instant
  • ClickUp
    Space is deleted in ClickUp Instant
  • ClickUp
    Task is updated in ClickUp
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
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2.

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Ready Workflows Ready Workflows for ClickUp + Retently Integration

Turn survey responses into tasks, assign follow-ups, keep customer details updated, alert your team, and track feedback trends, all in just one click.

Most popular automationmost-popular-automations
Retently + ClickUp Integration

Create ClickUp task for new Retently response

Automatically creating a ClickUp task for every new Retently response not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no response will fall through the cracks and that your ClickUp team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Got a different task in mind? Describe it

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Connect more apps to your ClickUp + Retently flow

Send survey feedback to your CRM, notify support channels, log data in spreadsheets, and trigger AI analysis. Pick a combination and activate it in one click.

ClickUp
Retently
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
IntercomIntercom (3)
+
NotionNotion (3)
R
C
S
Create a ClickUp task for every new Retently survey response, and notify your support channel instantly in Slack
Every new Retently survey response creates a matching ClickUp task and alerts your support channel in Slack, ensuring negative feedback gets picked up immediately.
R
C
S
When a customer is created in Retently, create or update the record in ClickUp and announce it on Slack
New Retently customers are synced into your ClickUp workspace as tasks or lists, and your team is immediately notified on Slack.
R
C
S
If a Retently overall metric score is updated to low, create a priority ClickUp task and alert your leads on Slack
Low customer satisfaction scores trigger urgent ClickUp tasks and direct alerts to your support managers in Slack.
R
C
S
Use Claude to analyse Retently survey feedback, create a follow-up task in ClickUp, and post the summary in Slack
Claude analyses new survey responses from Retently, creates actionable ClickUp tasks, and posts a brief in Slack.

Supported triggers and actions for ClickUp and Retently

Mix and match to build the exact automation you need

ClickUp
ClickUp Triggers & Actions
Instant
Goal is created in ClickUp
Triggers the automation when a new goal is created
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Instant
Goal is updated in ClickUp
Triggers the automation when a goal is updated
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Instant
Goal is deleted in ClickUp
Triggers the automation when a goal is deleted
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Instant
Target is created in ClickUp
Triggers the automation when a new target is created
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Instant
Target is updated in ClickUp
Triggers the automation when a target is updated
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Instant
Target is deleted in ClickUp
Triggers the automation when a target is deleted
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Task is created in ClickUp
Triggers the automation when task is created
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New message is posted on channel in ClickUp
Triggers the automation when a new message is posted on a channel
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Instant
Task status is updated in ClickUp
Triggers the automation when the status of a task is changed
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Instant
Task comment is posted in ClickUp
Triggers the automation when a task comment is posted
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Instant
Task is moved in ClickUp
Triggers the automation when a task is moved with
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Instant
Task priority is updated in ClickUp
Triggers the automation when the priority level of a task is changed
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Instant
Task assignee is updated in ClickUp
Triggers the automation when a task assignee is changed
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Instant
Task due date is updated in ClickUp
Triggers the automation when a task due date is updated
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Instant
Task is deleted in ClickUp
Triggers the automation when a task is deleted
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Instant
Subtask is created in ClickUp
Triggers the automation when a subtask is created
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Instant
Task time tracked is Updated in ClickUp
Triggers the automation when task time tracking is updated
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Instant
Task tag is updated in ClickUp
Triggers the automation when the tag assigned to any task is changed
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Instant
Task comment is updated in ClickUp
Triggers the automation when a task comment is updated
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Instant
Folder is created in ClickUp
Triggers the automation when a new folder is created
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Instant
Folder is updated in ClickUp
Triggers the automation when a folder is updated
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Instant
Folder is deleted in ClickUp
Triggers the automation when a folder is deleted
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Instant
List is created in ClickUp
Triggers the automation when a new list is created
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Instant
List is updated in ClickUp
Triggers the automation when any list is modified
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Instant
List is deleted in ClickUp
Triggers the automation when any list is deleted
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Instant
Space is created in ClickUp
Triggers the automation when a new space is created
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Instant
Space is updated in ClickUp
Triggers the automation when any space is modified
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Instant
Space is deleted in ClickUp
Triggers the automation when any space is deleted
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Task is updated in ClickUp
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Create threaded comment in ClickUp
Creates a new threaded comment
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Search task by custom field in ClickUp
Searches for tasks using a custom field
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Send message to channel in ClickUp
Sends a message to a specific channel
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Send direct message in ClickUp
Sends a direct message to a user
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Create task in ClickUp
Creates a new task
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Update task with custom field in ClickUp
Updates a task in the project management system with a custom field value
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Create subtask in ClickUp
Creates a subtask
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Update task in ClickUp
Updates the task with new information or changes
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Search task in ClickUp
Searches for a task
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Post task comment in ClickUp
Posts a comment on a task
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Post list comment in ClickUp
Posts a comment on a list
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Post view comment in ClickUp
Posts a comment on a view
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Create list in ClickUp
Generates a new list
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Update list in ClickUp
Updates a designated list with new information or changes
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Get list details by id in ClickUp
Retrieves detailed information about a list based on its id
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Search list in ClickUp
Scans and retrieves results for a particular list
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Delete list in ClickUp
Deletes a list
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Create folder in ClickUp
Creates a new folder
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Search folder in ClickUp
Searches for a folder
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Update folder in ClickUp
Updates the contents of a particular folder
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Get folder details by id in ClickUp
Retrieves information about a folder using its id
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Create space in ClickUp
Creates a new space
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Get space details by id in ClickUp
Retrieves detailed information of a space using its id
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Search space in ClickUp
Searches for a space
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Invite guest to workspace in ClickUp
Sends an invitation to a guest to join the workspace
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Update space in ClickUp
Updates the space with new content and changes
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Get view details by ID in ClickUp
Retrieves details of a view using its id
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Create task from template in ClickUp
Generates a task based on a pre-defined template
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Add tag to a task in ClickUp
Adds a tag to a task
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Upload task attachment in ClickUp
Uploads task attachments to designated folders
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Add dependency to task in ClickUp
Links tasks together to establish dependencies
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Create space tag in ClickUp
Generates a new space tag
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Update target in ClickUp
Updates the particular target with new data or information
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Get task details by ID in ClickUp
Retrieves the details of a task based on its unique id
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Update time tracked in ClickUp
Logs and updates time spent on tasks in the time tracking tool
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Create target in ClickUp
Generates a new target
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Remove tag from task in ClickUp
Removes a tag from a task
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Create goal in ClickUp
Generates a new goal
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Update goal in ClickUp
Updates the goal based on new information
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Create folderless list in ClickUp
Generates a list of items without organizing them into folders
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Delete dependency from task in ClickUp
Deletes dependency link between two tasks
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Delete target in ClickUp
Deletes a target
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Delete goal in ClickUp
Deletes a goal
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Delete checklist item in ClickUp
Deletes an item from a checklist
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Update space tag in ClickUp
Updates the tag associated with a space
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Get goal details by ID in ClickUp
Retrieves goal details by using their unique id identifier
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Search goal in ClickUp
Searches for a goal
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Search team view in ClickUp
Searches for a team view
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Search task template in ClickUp
Searches for a task template
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Create time entry in ClickUp
Creates a new time entry
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Create checklist in ClickUp
Generates a checklist for tasks
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Update checklist in ClickUp
Updates checklist items with new tasks or completions
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Delete checklist in ClickUp
Deletes a checklist
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Update comment in ClickUp
Updates comments with new information
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Update checklist item in ClickUp
Updates a item on the checklist
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Search custom fields in ClickUp
Searches for custom fields
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Create checklist item in ClickUp
Generates a checklist item
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Search task using filters in ClickUp
Searches for a task using filters
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Search task in view in ClickUp
Searches for a task in a view
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Search sub-task in task in ClickUp
Searches for a sub-task in a task
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Add task link in ClickUp
Creates a hyperlink to add a new task
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Search folderless list in ClickUp
Searches for a folderless list
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Search list members in ClickUp
Searches for list members
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Search task members in ClickUp
Searches for task members
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Search tracked time in ClickUp
Searches for tracked time
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Search task comment in ClickUp
Searches for a task comment
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Search workspace in ClickUp
Searches for a workspace
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Search list comment in ClickUp
Searches for a list comment
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Add task to list in ClickUp
Adds a task to a designated list
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Search space view in ClickUp
Searches for a sub-task in a task
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Search list view in ClickUp
Searches for a list view
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Search folder view in ClickUp
Searches for a folder view
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Delete task in ClickUp
Deletes a task
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Delete space tag in ClickUp
Deletes a space tag
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Delete time tracked in ClickUp
Removes recorded time entries from the database
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Delete folder in ClickUp
Deletes a folder
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Delete comment from task in ClickUp
Deletes a comment associated with a task
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Delete space in ClickUp
Deletes a space
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Search space tag in ClickUp
Searches for a space tag
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Retently
Retently Triggers & Actions
Survey response is created in Retently
Triggers the automation when a survey response is submitted
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Customer is created in Retently
Triggers the automation when a new customer is created
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Company is created in Retently
Triggers the automation when a new company is created
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Overall metric score is updated in Retently
Triggers the automation when the overall metric score is updated
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Unsubscribe customer in Retently
Removes customer from mailing list
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Create or Update Customer in Retently
Creates or updates a customer record
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Search customer by email in Retently
Searches for a customer by their email address
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Tag a survey response in Retently
Tags a survey response
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Search company in Retently
Finds information about a company
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Create customer and Send survey in Retently
Creates a new customer record and sends a survey to the customer
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What can you automate with ClickUp + Retently?

Streamline customer feedback management by connecting survey responses directly to project execution workflows.

What you can automate?
🔄
Turn survey responses into project tasks automatically
Every new Retently survey response instantly generates a corresponding task in ClickUp, ensuring feedback reaches your team without manual entry.
📝
Capture every submitted feedback field and comment
Map qualitative survey comments, metric scores, and customer details directly into custom task fields instead of just basic titles.
🔔
Alert your support team as soon as feedback arrives
Trigger instant notifications in your team communication channels whenever a new survey response or metric update is registered.
🔀
Route tasks based on survey scores and categories
Send low ratings to urgent escalation boards while routing positive feedback into general review lists automatically.
🔄
Keep project records updated as scores change
Automatically update existing task statuses and custom fields in ClickUp whenever a customer updates their metric score in Retently.
👥
Create or update customer profiles without duplicates
Search existing records before creating new entries to ensure customer feedback links cleanly to the right profile.
📊
Handle metric updates and customer escalations
Adjust task priorities and assignees dynamically when overall metric scores drop below critical thresholds.
🔌
Extend feedback flows with Slack notifications
Combine ClickUp and Retently with Slack to broadcast critical customer satisfaction updates directly to your team.
And much more...

Who is ClickUp + Retently integration for?

Connecting ClickUp and Retently helps support, customer success, and product teams turn raw customer feedback into actionable tasks without manual data entry.

Customer success leaders
Customer success leaders
Support managers
Support managers
Client account directors
Client account directors
Support agents
Support agents
Product managers
Product managers
Quality assurance leads
Quality assurance leads
📈
Customer success leaders
You report on satisfaction metrics and decide strategy from them, but your survey data is always stale because feedback lives in isolated silos — automating both apps means every new survey response updates your tracking instantly and your reports stay current.
Support managers
You need to act fast on negative feedback, but you find out about low ratings too late to prevent customer churn — with this integration, every low metric score creates an urgent task in your project workspace instantly.
🤝
Client account directors
You answer to key clients who want to see continuous improvement, but tracking survey follow-ups by hand creates dangerous gaps in your delivery — connecting these apps means every piece of feedback immediately becomes a tracked task.
📥
Support agents
The volume of customer survey responses is too high for anyone to keep up by hand, leaving valuable comments buried in your inbox — automating these apps means every submission populates your task list without manual copying.
🎯
Product managers
You own the feature roadmap and depend on customer success to hand over user feedback, but important details get lost in transit — integrating these apps means every survey response generates a clear task in your backlog.
📋
Quality assurance leads
You need a reliable history of customer satisfaction trends and keep finding gaps in your manual logs — with this integration, every metric update and survey response is recorded accurately in your workspace.
Our team

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Why choose Integrately to automate ClickUp + Retently

Build and manage your ClickUp + Retently automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ClickUp + Retently with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect ClickUp to Retently?
Frequently Asked Questions
You can connect ClickUp to Retently in 1 click using ready templates on Integrately or ask Integrately AI to build the automation. Connect your accounts, select your triggers, and start automating instantly.
Can I automatically create a ClickUp task from a Retently survey response?
Frequently Asked Questions
Can I connect ClickUp, Retently, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Retently?
Frequently Asked Questions
How does ClickUp handle tasks created from survey feedback?
Frequently Asked Questions
Can Retently update tasks when customer metric scores change?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Retently?
Frequently Asked Questions
Is the ClickUp and Retently integration free?
Frequently Asked Questions
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