Integrate Autotask with Retently

Trigger NPS/CSAT surveys after ticket resolution or project completion to assess customer satisfaction, sync customer profiles between Autotask and Retently to ensure accurate feedback targeting, and utilize survey responses to improve service desk operations and project management strategies.

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About Autotask

Autotask provides project management, ticketing, and service desk functionalities for teams to manage work and collaborate effectively.

Autotask logoRetently

Autotask to Retently

1

New Company

Triggers when a new company is found.
2

New Configuration Item

Triggers when a new configuration item is found.
3

New Invoice

Triggers when a new invoice is found.
4

New Opportunity

Triggers when a new opportunity is found.
5

New Quote

Triggers when a new quote is found.
6

New Task

Triggers when a new task is found.
7

New Time Entry

Triggers when a new time entry is found.
8

Updated Configuration Item

Triggers when a configuration item is updated.
9

Updated Opportunity

Triggers when an opportunity is updated.
10

Updated Quote

Triggers when a quote is updated.
11

Updated Ticket

Triggers when an existing ticket is updated.
12

New Company "To Do" Event

Triggers when a new "To Do" event is added to a company.
13

New Contact

Triggers when a new contact is found.
14

New Ticket

Triggers when a new ticket is found.
15

New Project

Triggers when a new project is found.
16

New Service Call

Triggers when a new service call is created.
17

New or Updated Ticket Note

Triggers when a ticket note is updated or created.
18

Updated Company

Triggers when a company is updated.
19

Updated Contact

Triggers when a contact is updated.
20

Updated Project

Triggers when a project is updated.
21

Updated Task

Triggers when a task is updated.
22

Updated Time Entry

Triggers when a time entry is updated.
RetentlyAutotask logo

Retently to Autotask

1

Create Company

Creates a company.
2

Create Contact

Creates a contact.
3

Create Ticket Note

Creates a ticket note.
4

Create Knowledge Base Article

Creates a new knowledge base article.
5

Create Quote

Creates a quote.
6

Update Company

Updates a company.
7

Update Opportunity

Updates an opportunity.
8

Update Task

Updates a task.
9

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
10

Find Contract

Finds a contract by ID and/or company ID.
11

Find Contact

Finds a contact.
12

Find Quote

Finds a quote.
13

Find Country

Finds a country.
14

Find Resource

Finds a resource.
15

Create Company To-Do

Creates a new Company To-Do.
16

Create Ticket

Creates a ticket.
17

Create Expense Report

Creates a new expense report.
18

Create Opportunity

Creates an opportunity.
19

Create Task

Creates a task.
20

Update Contact

Updates a contact.
21

Update Quote

Updates a quote.
22

Update Ticket

Updates a ticket.
23

Find Account

Finds an account.
24

Find Company

Finds a company.
25

Find Opportunity

Finds an opportunity.
26

Find Ticket

Finds a ticket.
27

Find Currency

Finds a currency.
28

Find Company

Finds a company by company name or ID. Optionally, create one if none are found.

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