Connect playbook and Simplesat to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for playbook
Choose an Action
Automatically do this!
Get Surveys
List Questions
Upsert Customer
Create Member
Update Customer
Create/Update Customer
Enable Integrations or automations with these events of playbook and Simplesat
Enable Integrations or automations with these events of playbook and Simplesat
Actions
Get Surveys
Get surveys in simplesat.
List Questions
Get a questions in Simplesat.
Upsert Customer
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create Member
Create a new team member in simplesat
Update Customer
Update a customer by ID.
Create/Update Customer
Creates/updates a customer.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your playbook and Simplesat accounts to viaSocket. Once connected, you can set up a workflow where an event in playbook triggers actions in Simplesat (or vice versa).
Absolutely. You can customize how playbook 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 playbook 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 playbook 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.
About playbook
Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.
Learn MoreAbout Simplesat
Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
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