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4me integrations
Jos Barteling avatar
Written by Jos Barteling
Updated over 3 months ago

Authenticating with 4me

First, log in to your 4me environment, then click your profile picture in the top-right corner and go to my profile.

Go to personal access tokens and click generate new token.

Name it Simplesat, then click add record types and add request, person, problem, me and webhook.

Then click generate token and note down your token, you will only be able to see this once!

Next, go back to the 4me integrations page, then click authenticate.

Fill in your newly created personal access token.

At account fill in the first part of your 4me URL. For example, if your 4me URL is https://simplesat.4me.com/ then your account is simplesat.

At region/environment fill in your corresponding region and environment from these tables:

Region

Value

Global

global

Australia

aus

United Kingdom

uk

Switzerland

swiss

United States

us

Environment

Value

Production

prod

Quality Assurance

qa

Demo

demo

Next, click authenticate.

You're now authenticated with 4me! πŸŽ‰


Send event based survey


Pull request details

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

Object

Data collected

Request

ID, Subject, Impact, Category, Urgent

Requested by

ID, Name, Email, Organization, Job title

Member

ID, Name, Email

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

Here's an example of how this will look:

Scroll down to pull request details and click activate integration.

Once it has successfully activated, scroll down a little and select the survey this should trigger on, in this case it should be your requests surveys:


Sync contacts

Simplesat can sync new and edited users from 4me over to Simplesat

The following fields will be synced over:

  • ID

  • Name

  • Email

  • Organization name

The first time this integration gets activated it'll sync over all users, afterwards this integration will run once per day and sync over the users that have been updated in the 24 hours prior to that.

Scroll down to sync contacts and click activate integration.


Display feedback in request internal note

Simplesat can sync feedback back to the related 4me request as an internal note.

Here's an example of what this looks like in 4me:

Scroll down to display feedback in request internal note and click activate integration.

Once it has successfully activated, scroll down a little and select the survey this should trigger on, in this case it should be your requests surveys:

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