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Simplesat CRM Integration & Workflow Automation

Run Simplesat on autopilot. Keep the veto.

9 actions

Customer feedback triggers automatic record updates that ship before you've validated the data. Rills proposes each change; you approve from your phone before it touches your CRM.

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Interactive. No signup. 14 days free · approvals always free.

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02. The trust layer

Most automation fires first, asks later. Rills shows you the change before it ships.

Every consequential crm action from Simplesat arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.

Queue 3

SIMPLESAT · UPDATE CUSTOMER
82

Update 17 customers with new CSAT scores from today’s responses?

17 responses with score < 3

3 customers already flagged last week

Same pattern as Tuesday’s missed batch

SWIPE → APPROVE
Illustrative. Your real proposals match your data and your approval history.
  1. Free to wait. Free to think.

    Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.

  2. Approve from your phone in five seconds.

    Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.

  3. Routine cases graduate themselves.

    Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.

03. Overview

About Simplesat automation

Survey responses pile up faster than you can read. Each one could trigger an automatic customer record update that ships without review, and the ones AI gets wrong are the ones you wish you'd caught first.

When Simplesat runs unsupervised

Automated updates based on fresh feedback often hit your database before you spot the problem. The changes that break things are the ones that look right at first glance.

  • Create or Update Customer V2 could overwrite a manually corrected record with an unverified email address.
  • Update Customer might apply a score to the wrong contact after a response miscount.
  • Search Responses could feed old data into a follow-up sequence, resending a survey to someone who already answered.
  • Create or Update Team Member might add a duplicate agent entry to your CRM without a name check.
  • List Surveys could pull incomplete templates and launch a flawed collection round.

What Rills does inside Simplesat

Rills watches for new survey responses and customer lookup events. When a response arrives, it proposes an Update Customer or Create or Update Customer V2 action but holds the database write until you approve.

The customer record still updates; you just see the data and the change before it ships.

Why Simplesat has no triggers and how Rills fills the gap

Simplesat relies on scheduled polls and manual runs, not real-time events. Rills fills the gap by polling on a schedule and watching for change signals from your CRM.

  • Schedule a daily search for responses with low CSAT scores, then propose updating the associated customer record with a flagged status.
  • Use a new survey listing to batch-check for unanswered responses, then propose creating a follow-up task in your CRM.
  • Combine with a Stripe payment failure upstream to update the Simplesat customer record with a churn risk tag.
  • Poll for new answers on a recurring survey and batch-update team member contact details when the data matches a known pattern.

Simplesat automation through Rills keeps CRM actions human-approved even when surveys are flooding in.

04. Actions

What Rills can do in Simplesat

4 of 9 actions across reads, writes, and updates.

  1. 01

    List Answers

    Retrieve all customer survey responses and feedback from Simplesat, with support for filtering by date and pagination to manage large datasets. This helps you analyze customer satisfaction trends and track feedback over time.

  2. 02

    Create or Update Customer V2

    Add a new customer to Simplesat or update their information if they already exist, including details like name, email, company, tags, and custom attributes. This ensures your customer database stays current without creating duplicates.

  3. 03

    Search Responses

    Find and retrieve customer feedback responses from Simplesat surveys using filters like date range, sentiment, customer, or tags to locate specific feedback data. This helps you quickly access the customer insights you need for analysis or follow-up actions.

  4. 04

    List Surveys

    Retrieve all surveys from your Simplesat account with their details including name and metric type, helping you quickly find and reference the feedback surveys you've created.

05. FAQ

Common questions about Simplesat automation

How do I automatically update Simplesat customers when new feedback arrives?

Rills can check for new responses on a schedule. When it finds one, it proposes updating the customer record. You approve or reject from your phone before any change ships. No data moves without your say.

Can I approve Simplesat team member changes from my phone?

Yes. When Rills finds a new team member to create or an existing one to update, it sends a proposal to your phone. You swipe to approve or ignore. Nothing ships until you decide.

How do I automate sending Simplesat surveys after a purchase?

Rills can trigger survey sending when a purchase happens in your store (via a connected action). It proposes the survey and recipient. You approve from mobile before the email goes out. Avoids sending wrong surveys to wrong customers.

Can I list survey responses and only approve updates on my mobile?

Yes. Rills can list responses and propose actions based on them. You review the list on your phone and approve only the updates that look right. No automated bulk changes without your check.

How is Rills different from Zapier for Simplesat automation?

Zapier runs triggers instantly with no human review. Rills makes AI propose actions, then you approve each one from your phone before it ships. You keep the veto, not the bot. Plus, approvals and logic are free; you pay only for real actions.

Does Rills support Simplesat webhooks as triggers?

Simplesat doesn't offer webhooks for event-based triggers. Rills works around this by checking for changes on a schedule you set. When new data appears, Rills proposes actions for you to approve. No events missed, just a different trigger method.

Can Rills schedule Simplesat actions like daily survey lists?

Yes. You set a schedule (e.g., every morning) for Rills to list surveys or search responses. It then proposes any needed updates for your approval. You decide from your phone whether to act.

How much does Rills cost for Simplesat automation?

Approvals and workflow logic are free. You only pay for real actions executed, like calling the Simplesat API to update a customer or send a survey. No monthly fees for the permission step. Run as many proposals as you want without cost.

06. NEXT MOVE

Approve every Simplesat change before it ships.

14 days free. No credit card. About 90 seconds to your first proposal.