Enable Integrations or automations with these events of daylite and Simplesat
Get surveys in simplesat.
Get a questions in Simplesat.
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create a new team member in simplesat
Update a customer by ID.
Creates/updates a customer.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your daylite and Simplesat accounts to viaSocket. Once connected, you can set up a workflow where an event in daylite triggers actions in Simplesat (or vice versa).
Absolutely. You can customize how daylite data is recorded in Simplesat. This includes choosing which data fields go into which fields of Simplesat, setting up custom formats, and filtering out unwanted information.
The data sync between daylite and Simplesat typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between daylite and Simplesat. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
Learn MoreSimplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
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