Deskera + Retently Integration

Connect Deskera to Retently - Automate your workflows in 1-click

Set up Deskera automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. With Retently automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. And automate all the repetitive tasks between Deskera & Retently using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Deskera + Retently Integration

Just click on the workflow you want to automate

Create Deskera contact for new Retently response

When someone completes your Retently, a new contact is automatically created in your Deskera. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Retently is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Retently - Deskera integration set up makes it easy to manage your customer relationships and grow your business.

Activate

Create Deskera account for new Retently response

Retently + Deskera Integration

Activate

When Survey response is created in Retently > Check any condition > Create contact in Deskera

Retently + Deskera Integration

Activate

When Survey response is created in Retently > Check any condition > Create crm contact in Deskera

Retently + Deskera Integration

Activate

When Survey response is created in Retently > Check any condition > Create sales invoice in Deskera

Retently + Deskera Integration

Activate

1of1

Create Your Own Deskera & Retently Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Deskera
Triggers the automation whenever a new contact is created
CRM Contact is created in Deskera
Contact is created in CRM+ in Deskera
Triggers the automation whenever a new contact is created in CRM+
Instant
Product is created in Deskera
Triggers the automation whenever a new product is created
Sales invoice is created in Deskera
Triggers the automation whenever a sales invoice is created
Deal is created in CRM+ in Deskera
Triggers the automation whenever a deal is created in CRM
Instant
Payment entry is created in Deskera
Triggers the automation whenever a payment entry is created
Survey response is created in Retently
Triggers the automation whenever a survey response is submitted
Customer is created in Retently
Triggers the automation whenever a new customer is created
Company is created in Retently
Triggers the automation whenever a new company is created
Overall metric score is updated in Retently
Triggers the automation whenever the overall metric score is updated

Search invoice in Deskera
Automatically searches for an invoice
Create payment entry in Deskera
Automatically creates a new payment entry
Create contact in Deskera
Automatically adds a new contact to the database
Create sales invoice in Deskera
Automatically generates a new sales invoice with pre-filled details
Create crm contact in Deskera
Search contact in Deskera
Automatically finds and retrieves contact information
Search CRM contact in Deskera
Create a new contact in CRM+ in Deskera
Automatically adds a new contact to the CRM contact list
Search product in Deskera
Automatically searches for a product
Create product in Deskera
Automatically generates and launch new products
Create account in Deskera
Automatically generates a new account
Search account in Deskera
Automatically searches for account information
Create quotation in Deskera
Automatically generates a new quotation with predefined details
Update contact in Deskera
Automatically updates contact information with new details
Unsubscribe customer in Retently
Automatically removes customer from mailing list
Create or Update customer in Retently
Automatically creates or updates a customer record
Search customer by email in Retently
Automatically searches for a customer by their email address
Tag a survey response in Retently
Automatically tags a survey response
Search company in Retently
Automatically find information about a company
Create customer and Send survey in Retently
Automatically creates a new customer record and sends a survey to the customer

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Integrate Deskera & Retently In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Deskera or Retently With 1200+ Other Apps

Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.

See Deskera Integrations

Retently is a survey tool that helps you measure customer satisfaction and collect valuable feedback. With the help of our surveys, you can improve your product or service, as well as provide excellent support.

See Retently Integrations

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Deskera + Retently Integration

Connect Deskera to Retently - Automate your workflows in 1-click

Ready Workflows For Deskera + Retently Integration

Create Deskera contact for new Retently response

Create Deskera account for new Retently response

When Survey response is created in Retently > Check any condition > Create contact in Deskera

When Survey response is created in Retently > Check any condition > Create crm contact in Deskera

When Survey response is created in Retently > Check any condition > Create sales invoice in Deskera

Create Your Own Deskera & Retently Integration Without Any Code

Integrate Deskera & Retently In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Deskera or Retently With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Deskera + Retently Integration

Connect Deskera to Retently - Automate your workflows in 1-click

Ready Workflows For Deskera + Retently Integration

Create Deskera contact for new Retently response

Create Deskera account for new Retently response

When Survey response is created in Retently > Check any condition > Create contact in Deskera

When Survey response is created in Retently > Check any condition > Create crm contact in Deskera

When Survey response is created in Retently > Check any condition > Create sales invoice in Deskera

Create Your Own Deskera & Retently Integration Without Any Code

Integrate Deskera & Retently In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Deskera or Retently With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Deskera & Retently In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.