Integrate OneDesk with Retently

Trigger NPS/CSAT surveys after ticket resolution to gather feedback on support interactions, sync customer profiles between OneDesk and Retently to ensure consistent customer data, and use survey responses to improve project management and customer service strategies.

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About OneDesk

OneDesk is a project management tool that facilitates task and ticket tracking, customer management, and collaboration among team members. It allows users to create, update, and manage work items and timesheets.

OneDesk logoRetently

OneDesk to Retently

1

Item Updated

Triggers when an item is updated
2

Project Updated

Triggers when a project is updated
3

New Task/Ticket

Triggers when a new task/ticket is created
4

New User/Customer

Triggers when a new user or customer is created
5

New Comments

Triggers when a new comment is created
6

New Portfolio

Triggers when a new portfolio is created
7

New Timesheet Created

Triggers when a new timesheet is created
8

New Project

Triggers when a new project is created
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Retently to OneDesk

1

Create Comment

Creates a new comment on a work item.
2

Create New Customer

Creates a new customer.
3

Create Timesheet

Creates a new timesheet.
4

Update Work Item

Updates a work item using its external ID
5

Find Work Item

Finds a work item based on some fields.
6

Create Container

Creates a new container, probably with input from previous steps.
7

Create Item

Creates a new work item
8

Create New User

Creates a new user.
9

Find Container

Finds a container based on some fields.

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