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Simplesat

Reference

9 actions for Simplesat workflows.

01. Operations

Act on Simplesat from a workflow

Operations are the actions a workflow can take in Simplesat, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Answers

2 operations

Retrieve and query feedback responses collected through your surveys. Use these operations when you need to access, filter, or analyze the answers customers have provided to your survey questions.

Action★ Featured

List Answers

SIMPLESAT_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.

4 input
Action

Search Answers

SIMPLESAT_SEARCH_ANSWERS

Find and retrieve customer feedback responses from Simplesat using flexible filters like date range, sentiment, and survey type to locate specific answers quickly. This helps you analyze customer feedback, identify trends, and respond to insights without manually sorting through all responses.

6 input

Customers

3 operations

Manage your customer profiles and contact information within Simplesat. Use these operations to retrieve existing customer details, create new customer records, or sync customer information from other systems.

Action★ Featured

Create or Update Customer V2

SIMPLESAT_CREATE_OR_UPDATE_CUSTOMER2

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.

6 input
Action

Get Customer

SIMPLESAT_GET_CUSTOMER

Retrieve detailed information about a specific customer in Simplesat, including their contact details, company information, tags, and custom attributes. Use this to access complete customer profiles for your CRM operations.

1 input
Action

Update Customer

SIMPLESAT_UPDATE_CUSTOMER

Modify customer information in Simplesat including contact details, company, tags, and custom attributes. Use this to keep customer records current as their information or relationship status changes.

7 input

Questions

1 operation

Access the survey questions you've created in your Simplesat workspace. Use this operation when you need to retrieve and reference the specific questions associated with your surveys.

Action

List Questions

SIMPLESAT_LIST_QUESTIONS

Retrieves all survey questions from your Simplesat account with filtering options by metric type or survey, allowing you to view question details including text, rating scales, and conditional logic.

4 input

Responses

1 operation

Find and filter complete survey responses based on specific criteria or search terms. Use this operation when you need to locate particular feedback submissions or analyze response data across your surveys.

Action★ Featured

Search Responses

SIMPLESAT_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.

6 input

Surveys

1 operation

Retrieve information about the surveys you've set up in Simplesat. Use this operation when you need to reference survey details, configurations, or integrate survey data into your workflows.

Action★ Featured

List Surveys

SIMPLESAT_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.

2 input

Team Members

1 operation

Add or update team members in your Simplesat workspace. Use this operation to keep your team roster synchronized across systems and ensure the right people have access to surveys and feedback.

Action

Create or Update Team Member

SIMPLESAT_CREATE_OR_UPDATE_TEAM_MEMBER

Adds a new team member to your Simplesat account or updates an existing team member's information if they already exist. This keeps your team roster current and ensures everyone's contact details are accurate in your feedback system.

5 input
What now

Use Simplesat in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.