CRMIn development

Simplesat

Simplesat captures customer feedback and CSAT scores through surveys, integrating directly with helpdesk systems for real-time performance insights

In development

Cataloged and scoped, not yet available to run in production.

8
actions

Actions

Operations this integration can perform.

10

Create or Update Customer

This tool creates or updates a customer in simplesat. if a customer with the provided email address already exists, their information is updated; otherwise, a new customer is created.

Create or Update Customer V2

Tool to create a new customer or update an existing customer if one already exists with the same email. Use when you need to add or modify customer information including name, email, company, tags, external_id, and custom attributes.

Create or Update Team Member

This tool creates a new team member or updates an existing one if a team member with the same email address is found. It is an independent action that requires only basic team member information (email, first_name, last_name, and optionally title and phone) and does not depend on any other resource IDs.

Get Customer

Tool to retrieve a single customer by their Simplesat ID. Returns customer details including name, email, company, tags, and custom attributes.

List Answers

Tool to fetch a list of all answers from Simplesat. Returns answers with detailed question, customer, ticket, and team member information. Supports filtering by modified date and pagination. Note: This endpoint is deprecated; the v1 API POST /api/v1/answers/search is recommended instead.

List Questions

Tool to retrieve a paginated list of all questions in Simplesat. Use when you need to fetch question details including order, metric type, text, rating scale, choices, and conditional rules. Supports filtering by metric (csat, nps, ces) and survey_id.

List Surveys

Tool to list all surveys in the Simplesat account. Returns survey details including id, name, and metric type (CSAT, NPS, CES). Use when you need to retrieve available surveys or find a specific survey by name or metric type.

Search Answers

Tool to search and retrieve answers from Simplesat with advanced filtering. Use when you need to find specific answers based on filters like date range, choice value, sentiment, survey, customer, or custom attributes. If no filters are provided, returns all answers from the last 30 days by default.

Triggers

Events that start workflows from this integration.

1

Event-Based Survey Triggered

Simplesat can automatically send an event-based email survey once a rule in an integrated service (like Front or Zendesk) gets triggered.

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