Retently + Teamwork Integration

Integrate Retently to Teamwork in one click, or tell Integrately AI how you want each survey response handled. Turn low CSAT scores into urgent follow-up tasks, update project boards, assign team members, and track customer satisfaction automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Teamwork
    Task is created in Teamwork Instant
  • Teamwork
    Task is updated in Teamwork Instant
  • Teamwork
    Task is deleted in Teamwork Instant
  • Teamwork
    Project is created in Teamwork Instant
  • Teamwork
    Project is updated in Teamwork Instant
  • Teamwork
    Project is deleted in Teamwork Instant
  • Teamwork
    Card is created in Teamwork Instant
  • Teamwork
    Task List is created in Teamwork Instant
  • Teamwork
    Risk is created in Teamwork Instant
  • Teamwork
    Message reply is created in Teamwork Instant
  • Teamwork
    Calendar event is created in Teamwork Instant
  • Teamwork
    Calendar event reminder is sent in Teamwork Instant
  • Teamwork
    Person is created in Teamwork Instant
  • Teamwork
    Time entry is created in Teamwork Instant
  • Teamwork
    Message is created in Teamwork Instant
  • Teamwork
    Milestone is created in Teamwork Instant
  • Teamwork
    Notebook is created in Teamwork Instant
  • Teamwork
    Invoice is created in Teamwork Instant
  • Teamwork
    Company is created in Teamwork Instant
  • Teamwork
    Status is created in Teamwork Instant
  • Teamwork
    Expense is created in Teamwork Instant
  • Teamwork
    Column is created in Teamwork Instant
  • Teamwork
    Comment is created in Teamwork Instant
  • Teamwork
    Link is created in Teamwork Instant
Arrow Right
2.
  • 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
  • Teamwork
    Create Task in Teamwork
  • Teamwork
    Search task in Teamwork
  • Teamwork
    Mark task complete in Teamwork
  • Teamwork
    Update task in Teamwork
  • Teamwork
    Create task comment in Teamwork
  • Teamwork
    Create project category in Teamwork
  • Teamwork
    Move board card in Teamwork
  • Teamwork
    Create message category in Teamwork
  • Teamwork
    Create message reply in Teamwork
  • Teamwork
    Create board column in Teamwork
  • Teamwork
    Create calendar event type in Teamwork
  • Teamwork
    Create link category in Teamwork
  • Teamwork
    Create notebook category in Teamwork
  • Teamwork
    Create notebook in Teamwork
  • Teamwork
    Create notebook comment in Teamwork
  • Teamwork
    Move task list from template in Teamwork
  • Teamwork
    Add task list from template in Teamwork
  • Teamwork
    Search notebook in Teamwork
  • Teamwork
    Search Task comment in Teamwork
  • Teamwork
    Search file comment in Teamwork
  • Teamwork
    Search notebook comment in Teamwork
  • Teamwork
    Search milestone comment in Teamwork
  • Teamwork
    Create file category in Teamwork
  • Teamwork
    Create company in Teamwork
  • Teamwork
    Search company in Teamwork
  • Teamwork
    Create calendar event in Teamwork
  • Teamwork
    Search event in Teamwork
  • Teamwork
    Create person in Teamwork
  • Teamwork
    Add people to project in Teamwork
  • Teamwork
    Search person in Teamwork
  • Teamwork
    Create project in Teamwork
  • Teamwork
    Search project in Teamwork
  • Teamwork
    Create time entry on project in Teamwork
  • Teamwork
    Create time entry on task in Teamwork
  • Teamwork
    Create message in Teamwork
  • Teamwork
    Search message in Teamwork
  • Teamwork
    Create status in Teamwork
  • Teamwork
    Upload file to project in Teamwork
  • Teamwork
    Search file in Teamwork
  • Teamwork
    Create expense in Teamwork
  • Teamwork
    Create milestone in Teamwork
  • Teamwork
    Create milestone comment in Teamwork
  • Teamwork
    Search milestone in Teamwork
  • Teamwork
    Create task list in Teamwork
  • Teamwork
    Search task list in Teamwork
  • Teamwork
    Create invoice in Teamwork
  • Teamwork
    Create link in Teamwork
  • Teamwork
    Create link comment in Teamwork
  • Teamwork
    Search link in Teamwork

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Ready Workflows Ready Workflows for Retently + Teamwork Integration

Capture customer feedback, turn responses into tasks, update project records, alert your team, and trigger follow-up actions, all in just one click.

Most popular automationmost-popular-automations
Retently + Teamwork Integration

Create Teamwork task for new Retently response

Automatically creating a Teamwork 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 Teamwork 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

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Retently + Teamwork flow

Route feedback insights into your CRM, alert support channels, and log survey records across your stack. Pick a combination and activate it in one click.

Retently
Teamwork
+
SlackSlack (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
Jira Software CloudJira Software Cloud (8)
+
Google DriveGoogle Drive (8)
+
ZendeskZendesk (8)
R
T
S
Add every new Retently survey response to your Teamwork project, and notify your team instantly on Slack.
New survey responses appear in Teamwork as actionable tasks the moment they are submitted while Slack alerts your team, eliminating manual copying and missed feedback.
R
T
S
When an overall metric score is updated in Retently, update the Teamwork task and post an alert in Slack.
Metric score updates in Retently instantly refresh your Teamwork tasks and notify your Slack channel, keeping all stakeholders aligned on client health.
R
T
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When a new customer is created in Retently, create a person in Teamwork and welcome them on Slack.
New Retently customers are automatically added as persons in Teamwork while Slack notifies your team, ensuring seamless client onboarding.
R
T
S
When a company is created in Retently, add it to Teamwork and notify your account channel in Slack.
New company profiles in Retently instantly populate Teamwork while Slack notifies your account channel, keeping enterprise records unified.
R
T
S
If a survey response indicates negative feedback in Retently, create an urgent Teamwork task and alert Slack.
Critical survey feedback in Retently instantly triggers an urgent task in Teamwork and notifies your Slack channel for rapid resolution.
R
T
S
When a task is created in Teamwork, dispatch a survey in Retently and announce the trigger on Slack.
Teamwork task creation triggers a customer survey in Retently while Slack announces the dispatch, streamlining feedback collection.
R
T
S
Use ChatGPT to analyse every new Retently survey response, create a Teamwork task, and brief Slack.
ChatGPT summarises incoming Retently survey responses before creating a structured Teamwork task and briefing your Slack channel.
R
T
S
When a project is created in Teamwork, dispatch a Retently customer survey and announce it in Slack.
New Teamwork projects automatically trigger a customer survey in Retently while Slack announces the kickoff to your team.

Supported triggers and actions for Retently and Teamwork

Mix and match to build the exact automation you need

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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Teamwork
Teamwork Triggers & Actions
Instant
Task is created in Teamwork
Triggers the automation when a new task is added
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Instant
Task is updated in Teamwork
Triggers the automation when any task is modified
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Instant
Task is deleted in Teamwork
Triggers the automation when any task is deleted
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Instant
Project is created in Teamwork
Triggers the automation when a new project is created
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Instant
Project is updated in Teamwork
Triggers the automation when a project is updated
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Instant
Project is deleted in Teamwork
Triggers the automation when a project is deleted
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Instant
Card is created in Teamwork
Triggers the automation when a new card is created
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Instant
Task List is created in Teamwork
Triggers the automation when a new task list is created
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Instant
Risk is created in Teamwork
Triggers the automation when a risk is created
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Instant
Message reply is created in Teamwork
Triggers the automation when a message is replied to
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Instant
Calendar event is created in Teamwork
Triggers the automation when a new event is created in a calendar
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Instant
Calendar event reminder is sent in Teamwork
Triggers the automation when a reminder is sent for the upcoming calendar event
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Instant
Person is created in Teamwork
Triggers the automation when a new person is created
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Instant
Time entry is created in Teamwork
Triggers the automation when a new time entry is created
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Instant
Message is created in Teamwork
Triggers the automation when a new message is created
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Instant
Milestone is created in Teamwork
Triggers the automation when a new milestone is created
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Instant
Notebook is created in Teamwork
Triggers the automation when a new notebook is created
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Instant
Invoice is created in Teamwork
Triggers the automation when a new invoice is added
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Instant
Company is created in Teamwork
Triggers the automation when a new company is created
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Instant
Status is created in Teamwork
Triggers the automation when a new status is created
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Instant
Expense is created in Teamwork
Triggers the automation when a new expense is added
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Instant
Column is created in Teamwork
Triggers the automation when a new event or workout session is scheduled
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Instant
Comment is created in Teamwork
Triggers the automation when a comment is added
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Instant
Link is created in Teamwork
Triggers the automation when a new link is added
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Create Task in Teamwork
Creates a new task
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Search task in Teamwork
Searches for a task
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Mark task complete in Teamwork
Marks the task as completed
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Update task in Teamwork
Updates the task with new information or changes
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Create task comment in Teamwork
Adds comment to a task
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Create project category in Teamwork
Creates a new project category
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Move board card in Teamwork
Relocates a particular card within a project board
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Create message category in Teamwork
Creates a new message category
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Create message reply in Teamwork
Generates a reply message
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Create board column in Teamwork
Sets up a new column in the board layout
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Create calendar event type in Teamwork
Adds a new event type in the particular calendar
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Create link category in Teamwork
Organize and categorize related links
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Create notebook category in Teamwork
Creates a new notebook category
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Create notebook in Teamwork
Generates a new notebook to organize information
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Create notebook comment in Teamwork
Creates a new comment in a notebook
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Move task list from template in Teamwork
Transfer selected tasks from a template to the corresponding task list
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Add task list from template in Teamwork
Generates a task list based on a pre-existing template
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Search notebook in Teamwork
Searches for a notebook
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Search Task comment in Teamwork
Searches for a task comment
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Search file comment in Teamwork
Searches and retrieve comments from a file
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Search notebook comment in Teamwork
Searches for a notebook comment
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Search milestone comment in Teamwork
Searches for a milestone comment
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Create file category in Teamwork
Generates a new file category based on predetermined criteria
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Create company in Teamwork
Generates a new company profile with given details
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Search company in Teamwork
Finds information about a company
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Create calendar event in Teamwork
Adds a new event to the calendar
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Search event in Teamwork
Conduct a search for events based on particular criteria
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Create person in Teamwork
Generates a new person
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Add people to project in Teamwork
Populate project members based on predefined criteria
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Search person in Teamwork
Retrieves information about a person
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Create project in Teamwork
Creates a new project
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Search project in Teamwork
Searches for a project
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Create time entry on project in Teamwork
Log time spent on a project
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Create time entry on task in Teamwork
Logs the time spent on a task
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Create message in Teamwork
Generates a new message
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Search message in Teamwork
Searches for a message
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Create status in Teamwork
Generates a new status update
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Upload file to project in Teamwork
Transfer files to the designated project folder
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Search file in Teamwork
Searches for a file
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Create expense in Teamwork
Generates a new expense record
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Create milestone in Teamwork
Creates a milestone to track progress
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Create milestone comment in Teamwork
Adds a new comment to a milestone
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Search milestone in Teamwork
Searches for a milestone
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Create task list in Teamwork
Creates a new task list
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Search task list in Teamwork
Searches for a task list
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Create invoice in Teamwork
Generates invoices for sales transactions
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Create link in Teamwork
Generates a new link that redirects to a destination
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Create link comment in Teamwork
Adds a new comment to a link
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Search link in Teamwork
Searches for a link
Try it →

What can you automate with Retently + Teamwork?

Streamline customer feedback management by turning surveys into actionable projects and tasks automatically.

What you can automate?
🎯
Turn survey responses into actionable tasks automatically
Whenever a new survey response is created in Retently, instantly create a corresponding task in Teamwork so your team can act on feedback without delay.
📋
Capture every survey field in your project tasks
Map detailed feedback, scores, and customer notes from Retently straight into Teamwork task descriptions instead of just a basic notification.
🔔
Alert your team as soon as negative feedback arrives
Notify your support or success team instantly in Slack or via email whenever a low metric score is submitted in Retently.
🔀
Route tasks based on survey score thresholds
If a survey response score is low, create a high-priority task in Teamwork; otherwise, create a standard review task.
🔄
Keep project tasks updated when scores change
Whenever an overall metric score is updated in Retently, automatically update the matching task details in Teamwork to reflect the latest customer standing.
🔍
Create or update customer records cleanly
Prevent duplicate entries by searching existing customer profiles in Teamwork and updating their details when a new survey response arrives.
Handle later project status changes smoothly
Automatically mark Teamwork tasks complete or update project milestones once customer feedback issues are fully resolved.
🌐
Extend your feedback flow to external apps
Connect your Retently and Teamwork workflow with HubSpot or Zendesk to log customer interactions across your entire business stack.
And much more...

Who is Retently + Teamwork integration for?

Connecting Retently and Teamwork helps customer success teams, project managers, and account leads turn feedback into direct action without manual delays.

Customer success analysts
Customer success analysts
Support team leads
Support team leads
Account managers
Account managers
Operations coordinators
Operations coordinators
Project implementers
Project implementers
Quality assurance teams
Quality assurance teams
📈
Customer success analysts
You review survey ratings every week to spot satisfaction trends, but the feedback sits in Retently until someone manually exports it, so your improvement reports are always outdated — automating both apps means every new score updates your project boards instantly and your metrics stay current.
🚨
Support team leads
You need to resolve negative customer reviews immediately, but you only discover low scores after digging through survey logs, so fixes happen days too late — connecting these apps means critical feedback triggers team tasks instantly and your response time drops.
🤝
Account managers
You answer to clients who want visible progress on their feedback requests, but status updates live in separate systems, so you spend hours compiling manual status reports — with this integration, customer notes flow straight into project tasks and your clients see action right away.
📊
Operations coordinators
You manage hundreds of survey responses daily, but manual data entry causes missed follow-ups and errors across your systems, so customer issues fall through the cracks — this integration means every response converts to a structured task automatically and nothing gets missed.
⚙️
Project implementers
You own the task execution once feedback is received, but you depend on customer success reps to hand over details manually, so your team sits idle waiting for briefs — automating both apps means survey responses create actionable tasks right away and your workflow starts without delay.
🗂️
Quality assurance teams
You need a reliable audit trail of customer feedback and resolved tasks, but manual record-keeping leaves persistent gaps in your history, so compliance checks are stressful — connecting these apps means every survey and task link automatically and your records stay complete.
Our team

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Why choose Integrately to automate Retently + Teamwork

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

1,500+ apps connected
1,500+ apps connected
Connect Retently + Teamwork 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
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2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Retently to Teamwork?
Frequently Asked Questions
You can connect Retently to Teamwork in 1-click using ready-made templates on Integrately or by asking Integrately AI to build your custom flow. You can also integrate apps like Slack, HubSpot, and Gmail in your workflows.
Can I automatically create Teamwork tasks from new survey responses in Retently?
Frequently Asked Questions
Can I connect Retently, Teamwork, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Retently and Teamwork?
Frequently Asked Questions
How do customer creation events sync between Retently and Teamwork?
Frequently Asked Questions
How are overall metric score updates handled in Teamwork?
Frequently Asked Questions
Do I need coding skills to automate Retently and Teamwork?
Frequently Asked Questions
Is the Retently and Teamwork integration free?
Frequently Asked Questions
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You Can Also Connect Retently or Teamwork With 1500+ Other Apps

Retently
Popular Retently Integrations
Connect Retently with CRMs, survey platforms, and analytics tools to capture and analyze customer feedback effectively.
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Teamwork
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Sync Teamwork with time trackers, communication apps, and document tools to keep your project operations running smoothly.
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