You can send a Simplesat survey from a Monday.com item as a link in an email. Connect Monday.com to Simplesat to get responses back on your board, as updates on items or as new items. The survey link works without connecting.

Simplesat's Monday.com page lists its integrations under Survey integrations and Ticket integrations. You switch each one on separately with Activate integration.

The Ticket integrations run only on surveys connected to Monday.com, and only for responses that came in with the Monday.com item ID. A survey is connected when its delivery method is External email embed with the Monday.com option, or when it's an Event-based or Web-embed survey with Connected service set to Monday.com.

The Monday.com integrations are available on every Simplesat plan. To connect Monday.com and switch integrations on, you need the Manage integrations permission in Simplesat. Owner and Admin have it by default.

You connect with a Monday.com personal API token and the ID of one board. The token has the same access as the person it belongs to, and the updates and items the integrations add come from that person. Use the token of someone who can open the board and will keep that access. What a connected tool can read and write is set out in Integration security, permissions and data flow.

Before you rely on an integration, test it with a real item, as described in Testing an integration end to end.

The survey link carries Monday.com placeholders, which work as described in Placeholders and merge fields. {pulse.id} stands for the item's ID, which Simplesat saves as the response's ticket ID. {pulse.text} stands for the item's value in the column whose ID is text, which Simplesat saves as the customer email. Only some boards have a column with that ID.

The Ticket integrations work only on responses that arrive with the item's ID. Before you rely on them, email yourself the survey from an item and answer it. Wait at least five minutes, then check that Display feedback in an update has posted your response on that item.

Display feedback in an update posts each response as an update on the Monday.com item the survey was sent from. The update names the customer, the sentiment and the survey, with links into Simplesat, and lists every question and answer.

Updates post no sooner than five minutes after a response arrives, as explained in Writing feedback back, and mapping the fields. If the response changes later, for example when the customer answers another question, another update is posted.

Under When should this integration run?, choose whether it posts every response from Monday.com surveys or only responses to the surveys you pick.

Create an item when feedback is received turns feedback into a follow-up item, the way Creating a follow-up ticket from feedback describes. The new item goes on the board you connected, in the group you choose, and the response is posted on it as an update. The item is named New sentiment feedback from customer name on survey survey name, for example New positive feedback from Ana Lopez on survey Support CSAT.

To set it up:

To find the group's ID, use Monday.com's API playground:

It lists each group's title and ID. The query only reads, so it changes nothing on the board.

Under When should this integration run?, choose the surveys and the sentiments that create an item, for example only positive feedback.

The integration also runs when a response changes, which can create a second item for the same response.

Pull item details reads the response's Monday.com item and adds its details to the response, such as the subject, priority, type, customer, company and owner.

It has to be set up for your board, because the columns it reads depend on how the board is built. The Monday.com page says it requires setup by Simplesat support. Contact us and tell us which board it's for.

After setup, it runs as soon as a response arrives, on every response from Monday.com surveys. It replaces the details that came in with the survey link. See Attribution: linking feedback to tickets, customers and agents.

Reconnect to use a different board, a new API token or another Monday.com user. You also have to reconnect if the token is regenerated in Monday.com or its owner loses access to the board, because the integrations stop working even though the page still shows Authenticated with Monday.com.

Reconnecting keeps your integrations' settings, but they stay off until you activate them.

That's expected. The columns Pull item details reads depend on how your board is built, so it's set up for each board before it brings anything in. Contact us and tell us which board it's for. Display feedback in an update and Create an item when feedback is received don't need this setup.

Check that:

If none of this explains it, send us the response's link.

Check that:

If none of this explains it, send us the response's link.

Display feedback in an update and Create an item when feedback is received run when a response arrives and again when it changes, for example when the customer answers another question or changes their rating. Each run posts an update or creates an item.

Simplesat doesn't recheck the connection after you connect. If the token was regenerated in Monday.com, or its owner lost access to the board, the integrations fail but the page still reads Authenticated with Monday.com. To fix it, click Revoke access, then Authenticate with a current token, then Activate integration on each integration you use. If the page shows an error message, Integration error messages and what they mean explains it.

It posts each response as an update on its item and can create a new item from feedback. Once it's set up for your board, it also adds item details to the response. You switch each of these on separately on the Monday.com page.

Yes. In Create an item when feedback is received, under When should this integration run?, switch on only the positive sentiment for your surveys.

There's one board per connection. New items go to the board whose ID you entered when you connected. To use another board, reconnect with its ID.

No. The survey link works on its own. Connecting brings the feedback back to your board as updates, new items and item details.