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ConnectWise Manage + Simplesat + Filter by Zapier

Create new ConnectWise tickets after receiving negative Simplesat ratings

Automate the followup process with unhappy customers in ConnectWise by creating new service tickets immediately after negative Simplesat ratings are received.

Automate the followup process with unhappy customers in ConnectWise by creating new service tickets immediately after negative Simplesat ratings are received.

  1. When this happens...
    SimplesatSimplesat
    New Feedback

    Triggers when new feedback is received.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    ConnectWise ManageConnectWise Manage
    Find Company

    Find a company by company identifier.

    ActionSearch
  4. then do this!
    ConnectWise ManageConnectWise Manage
    Create Ticket

    Creates a new service desk or project ticket.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • external_id

    • Name

    • EmailRequired

    • Company

    • Custom attributes

    • Tags

    Action
    Write
    • external_id

    • Name

    • EmailRequired

    • Custom attributes

    Action
    Write
    • IdRequired

    Action
    Search
    • Only continue if...Required

    Action
    Filter
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About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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Related categories

  • CRM (Customer Relationship Management)

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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