Ora + Retently Integration

Integrate Ora to Retently in one click, or tell Integrately AI how you want each survey response handled. Capture customer feedback, create project cards, update member assignments, and track follow-ups automatically.

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1.
  • Ora
    Task is created in Ora
  • Ora
    Assignee is added to task in Ora
  • Ora
    Comment is added to task in Ora
  • Ora
    Label is added to task in Ora
  • 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.
  • Ora
    Create card in Ora
  • Ora
    Add member to card in Ora
  • Ora
    Create comment in Ora
  • Ora
    Create list in Ora
  • Retently
    Unsubscribe customer in Retently
  • Retently
    Create or Update Customer in Retently
  • Retently
    Search customer by email in Retently
  • Retently
    Tag a survey response in Retently
  • Retently
    Search company in Retently
  • Retently
    Create customer and Send survey in Retently

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Ready Workflows Ready Workflows for Ora + Retently Integration

Create project cards from survey responses, assign team members, update customer details, and track customer feedback, all in just one click.

Most popular automationmost-popular-automations
Retently + Ora Integration

Create Ora card for new Retently response

Any time a new Retently response is submitted, this Retently - Oraintegration will create a new card in Ora so that the relevant team can track progress. This will ensure that every response is followed up in a timely fashion.

In addition, the Ora card will provide a clear record of what has been done and what still needs to be done in order to address each response. As a result, this simple automation can save a lot of time and effort while helping to ensure that every Retently response is dealt with effectively.
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Connect more apps to your Ora + Retently flow

Streamline customer feedback by notifying your team, updating your CRM, and logging details across your tools. Pick a combination and activate it in one click.

Ora
Retently
+
SlackSlack (4)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
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ZendeskZendesk (3)
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TypeformTypeform (3)
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NotionNotion (3)
O
R
S
Create a Retently customer from every new Ora task, and notify your team instantly on Slack
New Ora tasks instantly update Retently customer records while your team hears about it in Slack, eliminating manual data entry.
R
O
S
When a Retently survey response is created, create an Ora card and alert your support channel in Slack
Retently survey responses automatically spawn Ora project cards so your team can act on feedback without delay.
O
R
S
When an Ora task gets a new assignee, search the customer in Retently and notify your team in Slack
Assigning team members in Ora triggers a Retently customer lookup and posts a notification in Slack for seamless handoffs.
R
O
S
Use ChatGPT to summarise every new Retently survey response, create an Ora card, and notify Slack
ChatGPT generates concise feedback summaries that are saved as Ora cards and broadcasted to your team in Slack.

Supported triggers and actions for Ora and Retently

Mix and match to build the exact automation you need

Ora
Ora Triggers & Actions
Task is created in Ora
Triggers the automation when a new task is created
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Assignee is added to task in Ora
Triggers the automation when any task is assigned to someone
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Comment is added to task in Ora
Triggers the automation when a comment is added to a task
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Label is added to task in Ora
Triggers the automation when any task is labelled
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Create card in Ora
Generates a new card for a task
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Add member to card in Ora
Assigns a team member to a task card
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Create comment in Ora
Generates a new comment
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Create list in Ora
Generates a new list
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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 Ora + Retently?

Connect Ora and Retently to sync customer feedback, manage project tasks, and automate your entire customer experience workflow.

What you can automate?
🔄
Sync survey responses to project task boards
Turn every Retently survey response into a structured project card in Ora automatically. Your team receives actionable feedback items the moment customers submit their ratings.
📝
Capture every submitted feedback field
Map all available Retently survey questions, ratings, and comments directly into Ora task fields instead of just basic names. Your project boards retain complete context for every review.
🔔
Alert the right team member instantly
Notify assigned team members in Ora and messaging tools whenever a high-priority survey response or low metric score is registered in Retently.
🔀
Route tasks based on survey scores
Send low satisfaction scores to urgent project columns in Ora while routing positive reviews to success lists, ensuring appropriate handling for every response.
🔄
Keep customer records updated as tasks progress
Update Retently customer profiles and tag survey responses automatically whenever project tasks change status or receive new comments in Ora.
🔍
Search and update existing profiles instead of creating duplicates
Check existing customer records by email in Retently before creating new entries, keeping your database clean and organized across all automations.
⏱️
Handle later metric updates and score changes
Trigger automated Ora comments and list updates whenever overall metric scores are recalculated or updated in Retently over time.
🔌
Extend feedback flows to Slack and CRMs
Connect your Ora and Retently workflows with Slack, HubSpot, or Gmail to notify sales and support channels instantly without manual exporting.
And much more...

Who is Ora + Retently integration for?

Customer success teams, project managers, and operations leaders connect Ora and Retently to eliminate manual data entry and streamline feedback workflows.

Customer success managers
Customer success managers
Support leads
Support leads
Client account directors
Client account directors
Operations coordinators
Operations coordinators
Project managers
Project managers
Quality assurance specialists
Quality assurance specialists
📈
Customer success managers
You're reviewing survey scores and feedback metrics in Retently, but your project boards in Ora only update when someone manually copies the details over, so your team reacts to churn risks hours too late — this integration means every survey response creates an Ora card instantly and your customer metrics stay current.
⚡
Support leads
You need to act fast on negative customer feedback, but low scores sit unnoticed in Retently until daily reviews are finished, causing unacceptable delays in ticket handling — connecting these apps means critical feedback opens an Ora task immediately so your support team can resolve issues on the spot.
🤝
Client account directors
You answer to key clients who expect prompt follow-ups after submitting feedback, but tracking survey responses alongside active deliverables requires constant tab-switching — automating both apps means every customer submission links directly to project tasks and client communication flows smoothly without gaps.
📊
Operations coordinators
The volume of incoming survey responses is too high for anyone to keep up by hand, leading to missed customer insights and untracked project action items — with this integration, every submission updates Retently customer profiles and generates Ora cards automatically without manual intervention.
👥
Project managers
You own the next step in client onboarding and depend on team members to hand over customer survey data from Retently before you can create tasks in Ora, resulting in bottlenecks — this integration means task creation and customer syncing happen simultaneously so your project pipeline never stalls.
🗂️
Quality assurance specialists
You need a reliable history of customer satisfaction trends across your projects, but manual data entry leaves frequent gaps in your tracking history — automating these apps means every metric score update and survey response is logged accurately in Ora without missing a single entry.
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Why choose Integrately to automate Ora + Retently

Build and manage your Ora + 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 Ora + 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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In Just 1 Click!
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Frequently Asked Questions

How do I connect Ora to Retently?
Frequently Asked Questions
You can connect Ora to Retently in one click using ready-made templates on Integrately, or ask Integrately AI to build the integration for you. With 1,500+ connected apps including Slack, HubSpot, and Gmail, setting up your feedback and task workflows takes minutes.
Can I automatically create Ora cards from Retently survey responses?
Frequently Asked Questions
Can I connect Ora, Retently, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Ora and Retently?
Frequently Asked Questions
How does Ora handle task creation in automations?
Frequently Asked Questions
How are customer records managed in Retently during integrations?
Frequently Asked Questions
Can I set up this integration without writing code?
Frequently Asked Questions
Is the Ora and Retently integration free?
Frequently Asked Questions
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You Can Also Connect Ora or Retently With 1500+ Other Apps

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