Simplesat allows you to create surveys that you can embed Autotask email templates.

Read the full guide on how to embed a Simplesat survey in your emails.

Before activating an integration you'll first need to authenticate with Autotask.

To do this, you'll first need to create an API user in Autotask:

Be sure to keep the username and password as they're need later.

Then press the save & close button.

Next, go to the Autotask integration page by clicking here

Click authenticate and fill in the username and password which you've just created.

At region fill in the URL from this table which matches your region.

More information about this can be found on Autotask's website here.

Once you've filled everything in click authenticate.

You're now authenticated with Autotask! 🎉

Simplesat can automatically sync contacts over from Autotask to Simplesat.

The first time this integration gets activated it will sync over all contacts. Afterwards it will check every 24 hours for updates and sync those over separately.

The contacts synced to Simplesat will have the following data synced over as well:

Here's an example of how this will look in Simplesat:

To set this up go to the Autotask integration page by clicking here.

Scroll down to contact sync and click activate integration.

Each time your customer provides a rating, Simplesat will associate the following information with the response.

All information gathered through the API will override fields sent through URL parameters.

Here's an example of how this will look in Simplesat:

To enable this, go to the Autotask integrations page by clicking here.

Scroll down to pull ticket details and click activate integration.

Simplesat can sync feedback to the related ticket as an internal note.

Here's an example of how this will look in Autotask:

To set this up, go to the Autotask integrations page by clicking here.

Next, scroll down to add feedback to ticket as an internal note and click activate integration.

Simplesat can display feedback in the custom fields of a ticket.

Here's an example of how this will look in Autotask:

To set this up, you'll first need to set up your custom fields in Autotask.

Open Autotask and go to admin > features & settings > application-wide (shared) features > user-defined fields

Make sure you change the tab to tickets and then create 3 new fields.

Name: Simplesat rating

Field type: text (single line)

Name: Simplesat sentiment

Field type: text (single line)

Name: Simplesat comment

Field type: text (multi line)

Once that's all set up go to the Autotask integrations page by clicking here.

Next, scroll down to display feedback in ticket custom fields and click activate integration.

Simplesat can display feedback in the custom fields of a ticket.

Here's an example of how this will look in Autotask:

To set this up, you'll first need to set up your custom fields in Autotask.

Open Autotask and go to admin > features & settings > application-wide (shared) features > user-defined fields

Make sure you change the tab to contacts and then create 3 new fields.

Name: Latest Simplesat sentiment

Field type: text (single line)

Name: Latest Simplesat CSAT rating

Field type: text (single line)

Name: Latest Simplesat NPS rating

Field type: text (single line)

Name: Latest Simplesat CES rating

Field type: text (single line)

Name: Latest Simplesat 5-star rating

Field type: text (single line)

Once that's all set up go to the Autotask integrations page by clicking here.

Next, scroll down to add feedback to a contact's custom fields and click activate integration.