Autotask + Simplesat

Autotask + Simplesat integrations

Update Autotask contacts with new Simplesat feedback

Keep your Autotask contacts updated with their latest satisfaction ratings. Each time Simplesat receives a new rating, this integration can update the contact notes with details.

When this happens...
New FeedbackTriggers when new feedback is received.
TriggerInstant
automatically do this...
Find ContactFinds a contact.
ActionSearch
then do this!
Update ContactUpdate a contact.
ActionWrite

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More things you can do with Simplesat and Autotask

Discover other triggers and actions you can use with Simplesat and Autotask

New Feedback
Triggers when new feedback is received.
Trigger
Instant
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- Survey API endpoint
  Required
- Customer name
- Customer email
  Required
- Customer company
- Team member ID
- Team member name
- Team member email
- Ticket ID
- Ticket subject
Action
Write
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Company
- Assigned To Resource ID
Trigger
Polling
Try It

New Contact
Triggers when a new contact is found.
Trigger
Instant
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- Help_text
Trigger
Instant
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New Project
Triggers when a new Project is found.
Trigger
Polling
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New Service Call
Triggers when a new service call is created.
Trigger
Polling
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- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
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- Help_text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Polling
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- Project
Trigger
Polling
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- Company
Trigger
Polling
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Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
  Required
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
  Required
Action
Write
- Quote
  Required
Action
Write
Create Time Entry
Creates a Time Entry.
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency ID
  Required
Action
Search
- Company Name
- Company ID
Action
Search or write

- external_id
- Name
- Email
  Required
- Company
- Custom attributes
- Tags
Action
Write
- external_id
- Name
- Email
  Required
- Custom attributes
Action
Write
- Id
  Required
Action
Search
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Polling
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- Company
Trigger
Polling
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- Opportunity
Trigger
Polling
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New Task
Triggers when a new Task is found.
Trigger
Polling
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New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
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- Company
- Assigned To Resource
Trigger
Polling
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Company
Trigger
Polling
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Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
Try It
- Help_text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- Company
  Required
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Task
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- QuoteID
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

HelpHelp

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About Simplesat

Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create a ticket in Autotask when negative feedback is received by Simplesat

Related Zap Templates

Create a ticket in Autotask when negative feedback is received by Simplesat