Autotask + Simplesat

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 Feedback
Triggers when new feedback is received.
TriggerInstant
automatically do this...
Find Contact
Finds a contact.
ActionSearch
then do this!
Update Contact
Update a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

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

New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It

New Project
Triggers when a new Project is found.
Trigger
Scheduled
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Scheduled
Try It
- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
- Project
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- CompanyRequired
Action
Write
- NameRequired
- Submitter IDRequired
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)Required
- Status
- Submit
Action
Write
- CompanyRequired
Action
Write
- ProjectRequired
Action
Write
- ContactRequired
Action
Write
- QuoteRequired
Action
Write
- TicketRequired
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 IDRequired
Action
Search
- Company Name
- Company ID
Action
Search or write

- external_id
- Name
- EmailRequired
- Company
- Custom attributes
- Tags
Action
Write
- external_id
- Name
- EmailRequired
- Custom attributes
Action
Write
- IdRequired
Action
Search
- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
- Opportunity
Trigger
Scheduled
Try It
New Task
Triggers when a new Task is found.
Trigger
Scheduled
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Scheduled
Try It
- Help Text
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
- Help Text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article CategoryRequired
Action
Write
- OpportunityRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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
- Quote Name
- Quote ID
Action
Search
- Country IDRequired
Action
Search
- Resource IDRequired
Action
Search

About Autotask

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

About Simplesat

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

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

Autotask + Simplesat

Update Autotask contacts with new Simplesat feedback

New Feedback

Send Event-Based Email Survey

Customer name

Customer company

Team member ID

Team member name

Team member email

Ticket ID

Ticket subject

Find Customer

Find Team Member

New Company "To Do" Event

Company

Assigned To Resource ID

New Contact

New Ticket

Help Text

New Project

New Service Call

New or Updated Ticket Note

Help Text

Updated Company

Help Text

Updated Contact

Updated Project

Company

Updated Task

Project

Updated Time Entry

Company

Create Company To-Do

Create Ticket

Create Expense Report

Organizational Level Association ID

reimbursement Currency Cash Advance Amount

Reimbursement Currency ID

Status

Submit

Create Opportunity

Create Task

Update Contact

Update Quote

Update Ticket

Find Account

Account ID

Account Name

Find Company

Company Name

Company ID

Find Opportunity

Opportunity Title

Opportunity ID

Find Ticket

Ticket ID

Ticket Number

Title

Ticket Type

Created By

Assigned To

Completed By

Company

Find Currency

Find Company

Company Name

Company ID

Upsert Customer

external_id

Name

Company

Custom attributes

Tags

Upsert Team Member

external_id

Name

Custom attributes

Find Response

New Company

Help Text