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
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- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- 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
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- Help Text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Scheduled
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- Company
Trigger
Scheduled
Try It
- Opportunity
Trigger
Scheduled
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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
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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.

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

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

Find Customer

Find Team Member

New Company "To Do" Event

New Contact

New Ticket

New Project

New Service Call

New or Updated Ticket Note

Updated Company

Updated Contact

Updated Project

Updated Task

Updated Time Entry

Create Company To-Do

Create Ticket

Create Expense Report

Create Opportunity

Create Task

Update Contact

Update Quote

Update Ticket

Find Account

Find Company

Find Opportunity

Find Ticket

Find Currency

Find Company

Upsert Customer

Upsert Team Member

Find Response

New Company

New Configuration Item

New Invoice

New Opportunity

New Quote

New Task

New Time Entry

Updated Configuration Item

Updated Opportunity

Updated Quote

Updated Ticket

Create Company

Create Contact

Create Ticket Note

Create Knowledge Base Article

Create Quote

Update Company

Update Opportunity

Update Task

API Request (Beta)

Find Contract

Find Contact

Find Quote

Find Country

Find Resource

About Autotask

Related categories

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About Simplesat

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates