Simplesat

crm 9 tools available

Simplesat captures customer feedback and CSAT scores through surveys, integrating directly with helpdesk systems for real-time performance insights

Connect Simplesat Visit Simplesat

About this integration

Connect Simplesat to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Simplesat's 9 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.

Connect Simplesat to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 9 exposed

Plans All, incl. Free

Data Never trained on

Simplesat · in workflows

What teams actually run.

Three patterns teams run with Simplesat on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Enrich every new lead

│ Webhook on lead create

│ Persona enriches with public sources

└ Writes back firmographic and technographic data

Auto-route hot deals

│ Score new opportunities by intent

│ Match to the closer with the right ICP

└ Notify both in Slack

Stall detection

│ Find deals with no activity in 14 days

│ Draft a re-engagement message per persona

└ Queue for sales rep approval

9 tools available

The Simplesat toolbox.

Every Simplesat capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

Create or Update Customer V2

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.

Create or Update Team Member

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.

Get Customer

Tool to retrieve a single customer by their Simplesat ID. Returns customer details including name, email, company, tags, and custom attributes.

List Answers

Tool to fetch a list of all answers from Simplesat. Returns answers with detailed question, customer, ticket, and team member information. Supports filtering by modified date and pagination. Note: This endpoint is deprecated; the v1 API POST /api/v1/answers/search is recommended instead.

List Questions

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.

List Surveys

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.

Search Answers

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.

Search Responses

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.

Update Customer

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.

See it run

One prompt, start to finish.

A real prompt, the Simplesat tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Simplesat task end-to-end — plan it, execute across the API, and hand back a verified result.

simplesat.create_or_update_customer_v2 Tool to create a new customer or update an existing customer if one already exists with th

simplesat.create_or_update_team_member This tool creates a new team member or updates an existing one if a team member with the s

simplesat.get_customer Tool to retrieve a single customer by their Simplesat ID. Returns customer details includi · verified

done

Done. Simplesat responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Simplesat

Questions, answered.

What teams ask before connecting Simplesat.

01 What can I automate with Simplesat on Definable?

Anything Simplesat exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 9 Simplesat tools directly, then chain the result into another integration without you writing code.

02 How does Simplesat authentication work?

Simplesat uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the Simplesat integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 9 Simplesat tools. You only need a separate Simplesat subscription if Simplesat itself charges per seat or per API call.

04 Is using Simplesat through Definable secure?

Every call from a persona to Simplesat is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with Simplesat on Definable?

Sign up for Definable, open the integrations page, find Simplesat, and connect via OAuth or API key. You can immediately attach Simplesat to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What Simplesat actions does Definable expose?

Definable exposes all 9 Simplesat actions as callable tools — including `Create or Update Customer V2`, `Create or Update Team Member`, `Get Customer`, plus 6 more. Each tool gets a typed parameter schema so personas know exactly how to call it.