With Zapier, you can use Simplesat feedback as triggers to automate tasks in your favorite apps.
Triggers and actions are events that happen in the different software tools you use. A Zap combines a trigger from one tool with an action in another — whenever the trigger event occurs, Zapier automatically completes the action for you.
Some popular use cases include:
After you receive new feedback in your SimpleSat account...
- Send a message to a Slack channel
- Add a Trello card to a dedicated CSAT board
- Tag a contact in Infusionsoft
- Update a contact in ConnectWise
- Add the feedback to a Google Sheet
- Send a text message
The possibilities are endless! 🚀
Creating a Zap
Choose Simplesat as the Trigger
Find Simplesat from the app dropdown, and select New Feedback
Choose another app as the Action
In this case we'll be creating a new Trello card.
Choose the account you'd like to authenticated with and enter your Account Key that you can find on your Account Settings page.
Then configure the template:
In the example above, a new card with the name
Customer Name /
Company Name will be added in the Simplesat Feedback board. This will make it easy for the team to stay organized on incoming feedback, and how to deal with it.
Filtering by sentiment
It's likely that you'll want to filter by rating sentiment in your Zaps. For example, you might only want positive ratings to trigger a Tweet, or negative ratings to notify a Slack channel.
To filter by sentiment (and any other Simplesat fields), create an action an choose "Filter by Zapier". Then enter the filter seen below:
How can we help?
We're eager to get your thoughts, feedback and ideas around how we can make this integration as valuable as possible for you. Please try it out and let us know!
If you need any help from Zapier, I'm sure they'll be happy to chat with you here.
Happy Zapping! 🌟