Keep Retently customer records current from GitHub
Turn useful incoming issue context into a customer record without copying it by hand.
Trigger
Issue Added Event
Triggered when a new issue is added to the repository.
Action
Create or Update Customers
Tool to create new customers or update existing ones by providing their details, including email, name, company, tags, and properties. use this to manage your customer base in retently.
Why this helps
Customer details in issue reports often never make it into the feedback system.
- Avoids stale customer records
- Protects useful context from being forgotten
Setup
Build it in a few focused steps.
- 1Connect GitHub and Retently once in Notis.
- 2Create a portal automation.
- 3Ask Notis to create or update Retently customers from relevant newly added issues.
- 4Select the issue-added trigger and your report channel.
- 5Test with one genuine customer issue.
Questions about this workflow
Can the automation ignore unrelated issues?
Yes. Describe the kind of issue that should count in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Retently. A trigger fires from one place; an action lands in another.
GitHub triggers
Retently actions
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
Add Feedback Tags
Add tags to feedback items by providing feedback ids and corresponding tags.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
Add Feedback Topics
Add topics to feedback items by providing feedback ids and corresponding topics.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Create or Update Customers
Tool to create new customers or update existing ones by providing their details, including email, name, company, tags, and properties. use this to manage your customer base in retently.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Delete Customers
Delete customers from the workspace by providing their unique ids.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
Get Campaigns
Tool to retrieve a list of campaigns associated with the account. use when you need to get details about all campaigns.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
Get Customer By ID
Tool to retrieve detailed information about a specific customer by their unique id. use when you need to get all the details of a customer.
New Repository Collaborator Added
Triggers when a new collaborator is added to a GitHub repository. Monitors the full list of collaborators on a repository and fires an event for each newly added collaborator. The payload includes the collaborator's GitHub username, account ID, profile URL, avatar URL, permission flags (pull, triage, push, maintain, admin), and assigned role name.
Get Customers
Retrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.
Commit Event
Triggered when a new commit is pushed to a repository.
Get Feedback
Tool to retrieve feedback received from customers. use when you need to get a list of feedback, with optional parameters for pagination and sorting.
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When this happens · Trigger
Do this · Action
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