Read and record survey responses, answers and customers, and send surveys by email with Simplesat.
Explore 17 workflow actions for Simplesat, including account permissions and operation limits.
9 read actions8 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Bulk upsert customers
Write
Bulk upsert customers, creating or updating multiple customers at once.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update customer
Write
Create or update a customer.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update response
Write
Create or update a response.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update team member
Write
Create or update a team member.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get answer by ID
Read
Get an answer by ID.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
Get customer by ID
Read
Get a customer by ID.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
Get response by ID
Read
Get a response by ID.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
Get team member by ID
Read
Get a team member by ID.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
List customers
Read
Get a paginated list of customers with optional filtering by creation/modification dates and subscription status.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
List questions
Read
List questions.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
List surveys
Read
List active surveys, newest first.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
Search answers
Read
Search for answers.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
Search for responses
Read
Search for responses.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
Send survey by email
Write
Send a survey email.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update answer by ID
Write
Update an answer by ID.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update customer by ID
Write
Update a customer by ID.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update response by ID
Write
Update a response by ID.
Permissions and limits
Account permissions
A Simplesat API key with the scopes each call names (Settings, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Simplesat. A saved workflow is not a completed provider action.
Support · CONNECTION
