Simplesat

Importing and syncing Autotask contacts

Creating a custom security role for Autotask resources

Send Simplesat surveys from Autotask and write each rating back to the ticket, project or contact it belongs to.

Autotask integrations

Sync rating details with Autotask's User-Defined Fields (UDFs)

Send Simplesat ratings back to Autotask custom fields

How to add your customer satisfaction survey (CSAT), customer effort score (CES), and net promoter score (NPS) embed codes to Autotask.

Add a Simplesat survey to Autotask

Autotask

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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