--- title: "Connect Timely Time Tracking to Retently - APIANT.ai" description: "When \"New Client\" fires in Timely Time Tracking, your agent runs \"Create or Update Customer\" in Retently." canonical: "https://apiant.ai/connect/timely-time-tracking-to-retently" --- # Connect Timely Time Tracking to Retently When **New Client** fires in [Timely Time Tracking](https://apiant.ai/connections/timely-time-tracking), your agent runs **Create or Update Customer** in [Retently](https://apiant.ai/connections/retently). Describe the whole flow and it is built, tested on every scenario and kept running. Timely Time Tracking **8** triggers Timely Time Tracking **19** actions Retently **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Timely Time Tracking and Retently to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Timely Time Tracking can start in Retently - When **New Client** in Timely Time Tracking then **Create or Update Customer** in Retently - When **New or Updated Person** in Timely Time Tracking then **Resubscribe customer** in Retently Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Timely Time Tracking and Retently ## Triggers and actions 8 triggers · 35 actions - Trigger **New Client** Triggered when a new client is created - Trigger **New or Updated Person** Triggered when a person is created or updated in Timely - Trigger **New or Updated Project** Triggers when a project is created or updated. - Trigger **New or Updated Time Entry** Triggers when time entries are created or updated. - Trigger **New Project** Triggered when a new project is created - Trigger **New Time Entry** Triggered when a new time entry is created - Trigger **New Workspace** Triggers when a workspace is created. - Trigger **Project Updated (Only Admin Users)** Triggers when any project is updated in Timely. Fires for ALL project changes (name, budget, rate, archive, labels, users, etc. Can only be used by Timely Admin users. WARNING: avoid chaining this trigger to actions that write back to the same project (e. g. via "Update Project Name") in the source system without a guard — that can create an infinite update loop. - Action **Add tag** Create a tag. - Action **Create Client** Creates a Client - Action **Create Person** Creates a new person in the workspace. - Action **Create Project** Creates a project. - Action **Create Task** Creates a task. - Action **Delete project** Delete a project. - Action **Delete time entry** Delete a time entry. - Action **Find Client** Returns the clients in a Timely workspace whose name matches the given text. - Action **Find Project** Returns the projects whose name contains the specified text. - Action **Find Tag List and Tag** Finds a tag list and a specific tag if specified. - Action **Find time entries by criteria** Search time entries by date range, user, project. - Action **Find User** Finds a User - Action **Get Task** Retrieves a single task (forecast) by its id. - Action **Log Time Entry** Logs a new time entry against a project. - Action **Start timer** Start the timer on a time entry. - Action **Stop timer** Stop the running timer on a time entry. - Action **Update client** Update a client. - Action **Update Project Name** Updates only the name of an existing project. Look up the project by Timely Project ID or by External ID (recommended when the source-of-truth system stores the Timely external_id, e.g. NetSuite). - Action **Update time entry** Update a logged time entry. - Action **Apply Tag to Response** Adds a tag to a survey response. - Action **Apply Topic to Response** Adds a topic to a survey response. - Action **Create or Update Customer** Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties. - Action **Delete Customer** Deletes a customer and all their associated data from Retently, identified by email address. - Action **Find Company** Finds a Retently company by its website domain (or company ID) and returns its full record. - Action **Find Customer by Email** Returns up to 20 Retently customers that match the specified email address. - Action **Get campaign report** Returns NPS/CX score and response-volume report data for a campaign over a date range. - Action **Get Company** Fetches a company by ID. An error occurs if the company is not found. - Action **Get Customer** Fetches a customer by ID. An error occurs if the customer is not found. - Action **Get feedback** Retrieves a single survey response (feedback) by its Retently ID. - Action **Get latest score** Returns the most recent NPS/CX score snapshot for the account or a given campaign. - Action **List Campaigns** Lists the survey campaigns in the Retently account. - Action **List Companies** Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts. - Action **List Customers** Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter. - Action **Resubscribe customer** Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app. - Action **Unsubscribe Customer** Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message. ## Each app on its own - [ **Timely Time Tracking** Timely Time Tracking automates company time tracking, so everyone can focus on the work that matters.](https://apiant.ai/connections/timely-time-tracking) - [ **Retently** Retently helps you measure customer satisfaction via NPS, CSAT, and CES surveys.](https://apiant.ai/connections/retently) Reviews ## What our customers say ## More from Timely Time Tracking - [ **Timely Time Tracking to Zelothorn** Zelothorn publishes plain-English explanations of US public companies built from SEC filings and earnings...](https://apiant.ai/connect/timely-time-tracking-to-zelothorn) - [ **Timely Time Tracking to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/timely-time-tracking-to-trello) - [ **Timely Time Tracking to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/timely-time-tracking-to-zoom) - [ **Timely Time Tracking to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/timely-time-tracking-to-twilio) - [ **Timely Time Tracking to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/timely-time-tracking-to-typeform) - [ **Timely Time Tracking to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/timely-time-tracking-to-webflow) ## More into Retently - [ **HubSpot to Retently** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-retently) - [ **Salesforce to Retently** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-retently) - [ **Slack to Retently** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-retently) - [ **Google Sheets to Retently** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-retently) - [ **Gmail to Retently** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-retently) - [ **Google Calendar to Retently** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-retently) Questions ## Timely Time Tracking and Retently, answered ### ### What can start an automation from Timely Time Tracking? Any of Timely Time Tracking's 8 triggers in the catalog, including New Client, New or Updated Person, New or Updated Project and New or Updated Time Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Retently when something happens in Timely Time Tracking? Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Retently to Timely Time Tracking? Retently has no triggers in the catalog today, so automations start in Timely Time Tracking. If you need the other direction, ask: your agent reads Retently's API documentation and adds it. ### ### Do I have to build a connector for Timely Time Tracking or Retently? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Timely Time Tracking and Retently without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.