Simplesat

How to add your Simplesat customer satisfaction survey (CSAT), customer effort score (CES), and NPS embed codes to ConnectWise.

Add a Simplesat survey to ConnectWise

Creating ConnectWise activities after receiving Simplesat ratings

Import the customers contacts from your ConnectWise account to Simplesat.

Importing and syncing ConnectWise contacts

Create a ConnectWise API Member

Creating a custom security role for ConnectWise members

Sending Simplesat ratings back to ConnectWise custom fields

Team member mapping with ConnectWise members

ConnectWise integrations

ConnectWise

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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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