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Integrate Simplesat with your AI CRM

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

Explore Triggers and Actions

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.

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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.

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Get Customer

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

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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.

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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.

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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.

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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.

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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.

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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.

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How the Simplesat integration works

The Simplesat integration connects your Dench AI CRM directly to Simplesat, so agents can read and act on your Simplesat data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

9 actions are available for agents to invoke on your behalf. Every call runs through Simplesat's own authorization, scoped to the account you connect.

Set up Simplesat in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Simplesat and click Connect — you'll authorize access through Simplesat's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Simplesat in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Simplesat integration work with Dench?

The Dench Simplesat integration connects your AI CRM to Simplesat, so AI agents can work with your Simplesat data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Simplesat via Dench?

The Simplesat integration currently exposes 9 actions, including Create or Update Customer V2, Create or Update Team Member, Get Customer, List Answers, List Questions, and List Surveys. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Simplesat to Dench?

No. You connect Simplesat from your Dench workspace using Simplesat's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Simplesat integration secure?

Connections are authorized through Simplesat's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Simplesat connection from your workspace settings at any time.