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.

When this happens...
New Feedback
Triggers when new feedback is received.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Find Company
Find a company by company identifier.
ActionSearch
then do this!
Create Ticket
Creates a new service desk or project ticket.
ActionWrite

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Supported triggers and actions

What does this mean?

New Feedback
Triggers when new feedback is received.
Trigger
Instant
Try It
- 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
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It

- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Scheduled
Try It

- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone Number
- Default Phone
- Phone Type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
Action
Write
- Ticket TypeRequired
- TextRequired
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- Ticket TypeRequired
- Summary
Action
Write
- Company IdentifierRequired
Action
Search
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Param Number
- Parameter 1Required
- Value 1Required
- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone Number
- Default Phone
- Phone Type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
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
- Only continue if...Required
Action
Filter
- Service Board Filter
Trigger
Scheduled
Try It
- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Trigger
Instant
Try It
- Company NameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
Action
Write
- CompanyRequired
- Company Name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Company IdentifierRequired
- Company NameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
Action
Search or write

About ConnectWise Manage

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

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.

Learn more

ConnectWise Manage + Simplesat + Filter by Zapier

Create new ConnectWise tickets after receiving negative Simplesat ratings

Supported triggers and actions

New Feedback

Send Event-Based Email Survey

Find Customer

Find Team Member

New/Updated Contact

New/Updated Project

New Territory

Create Contact

Create Ticket Note

Update Ticket

Find Company

Find Ticket

Find Contact

Upsert Customer

Upsert Team Member

Find Response

Only continue if...

New Ticket Note

New/Updated Ticket

Create Company

Create Ticket

Update Company

API Request (Beta)

Find Contact

Find Company

Find Ticket

About ConnectWise Manage

Related categories

Similar apps

Zapier Interfaces

About Simplesat

Related categories

Similar apps

Zapier Interfaces

About Filter by Zapier

Related categories