Add a Simplesat survey to WHMCS
Simplesat allows you to create surveys that you can embed WHMCS email templates.
Authenticating with WHMCS
Start off by opening WHMCS and going to the Admin area. Create new admin API authentication credentials.
After doing so you should be provided with an identifier and a secret.
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Next, go to the WHMCS integration page by clicking here.
Click authenticate.
Fill in your identifier, secret and your WHMCS api URL.
Your api url should look like https://yourdomain.com/whmcs/includes/api.php
Click authenticate.
You are now authenticated with WHMCS.
Sync contacts from WHMCS to Simplesat
Simplesat can sync new and updated from WHMCS to Simplesat.
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The first time this integration runs it will copy over all users.
Afterwards it will check once per day for new and updated users and copy those over.
Here's an example of what this looks like in Simplesat:
To set this up, go to the WHMCS integration page by clicking here.
Authenticate if you haven't done so already, then scroll down to sync contacts from WHMCS to Simplesat and click activate integration.
Pull ticket data when receiving new feedback
Each time your contact provides a rating, Simplesat will associate the following information with the response.
Object | Data collected |
Ticket | ID, Subject, Department name, Status, Priority |
Submitter | Name, Email |
All information gathered through the API will override fields sent through URL parameters.
To set this up, go to the WHMCS integration page by clicking here.
Authenticate if you haven't done so already, then scroll down to pull ticket data when receiving new feedback and click activate integration.