crm · forms-&-surveys · 0 triggers · 8 actions
Simplesat captures customer feedback and CSAT scores through surveys, integrating directly with helpdesk systems for real-time performance insights Add Simplesat to your Stream Deck workflows with guided setup for the connection details it needs.
Add Simplesat to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Simplesat.
Tool to create a new customer or update an existing customer if one already exists with the same email. Use when you need to add or modify customer information including name, email, company, tags, external_id, and custom attributes.
This tool creates a new team member or updates an existing one if a team member with the same email address is found. It is an independent action that requires only basic team member information (email, first_name, last_name, and optionally title and phone) and does not depend on any other resource IDs.
Tool to retrieve a single customer by their Simplesat ID. Returns customer details including name, email, company, tags, and custom attributes.
Tool to list all surveys in the Simplesat account. Returns survey details including id, name, and metric type (CSAT, NPS, CES). Use when you need to retrieve available surveys or find a specific survey by name or metric type.
Tool to search and retrieve answers from Simplesat with advanced filtering. Use when you need to find specific answers based on filters like date range, choice value, sentiment, survey, customer, or custom attributes. If no filters are provided, returns all answers from the last 30 days by default.
Tool to search and retrieve responses from Simplesat by applying specific filters. Returns all responses from the last 30 days by default if no date range is specified. Supports filtering by date range, choice value, collaborator, company, comment, customer, sentiment, metric, survey, tag, team member, ticket_id, and custom attributes. Use this when you need to find specific responses based on criteria like sentiment, customer, or time period.
Tool to update an existing customer by their Simplesat ID. Use when you need to modify customer information such as name, email, company, external ID, tags, or custom attributes.
Tool to retrieve a paginated list of all questions in Simplesat. Use when you need to fetch question details including order, metric type, text, rating scale, choices, and conditional rules. Supports filtering by metric (csat, nps, ces) and survey_id.
Simplesat captures customer feedback and CSAT scores through surveys, integrating directly with helpdesk systems for real-time performance insights
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Simplesat. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Simplesat action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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